Senior Private Client Associate @ (July 2019 - May 2021)
Private Client Associate @ (May 2017 - June 2019)
Investment Associate @ (September 2016 - May 2017)
Investment Analyst @ (July 2015 - September 2016)
Chase Williams Education
Florida State University
Bachelor of Science (BS) (Finance and Business Management Services)
2011-2015
Chase Williams Skills
Analysis
Budgets
Committed to Professionalism
Customer Service
Investment Management
Leadership
Marketing
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Public Speaking
Research
Sales
Social Skills
Team Leadership
Teamwork
Time Management
Chase Williams Summary
Chase Williams, based in Tampa, FL, US, is currently a Managing Partner at Greyshore Capital Advisors. Chase Williams brings experience from previous roles at Ready App, Elevate Capital Solutions, LLC, UBS and Bernstein Private Wealth Management. Chase Williams holds a 2011 - 2015 Bachelor of Science (BS) in Finance and Business Management Services @ Florida State University. With a robust skill set that includes Analysis, Budgets, Committed to Professionalism, Customer Service, Investment Management and more. Chase Williams has 3 emails and 1 mobile phone numbers on RocketReach.
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