David Chase Email & Phone Number
SVP Private Wealth Operations @ Citizens Private Wealth
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David Chase Location
- Rochester, MA, US
David Chase Work
- 2024 -now SVP Private Wealth Operations @
- 2022 -2024 VP U.S. Operations @
- 2017 -2022 Head of Brokerage Operations @
- 2011 -2017 Principal, Brokerage Platform Integration @ Riperian
- 1997 -2011 SVP, Group Operations Manager @
David Chase Education
- Bryant University
Bachelor's degree (Finance, General)
1993-1997
David Chase Skills
- Operations Management
- Call Center
- Process Improvement
- Six Sigma
- Customer Relations
- Strategic Planning
- Series 7
- Client Services
- Team Building
- Change Management
- Business Strategy
- Excel
- PowerPoint
- Series 24
- Call Centers
- Banking
- Financial Services
- Portfolio Management
- Mutual Funds
- Investments
- Risk Management
- Project Management
- Analysis
- Asset Allocation
- Asset Management
- Back Office
- Business Process Improvement
- Customer Service
- Equities
- Executive Management
- Securities
- Financial Analysis
- Investment Management
- Leadership
- Retirement Planning
- Strategic Financial Planning
- Vendor Management
- Wealth Management
- 401k
- Fixed Income
- Microsoft Excel
- Options
- Trading
- FINRA
- Series 63
- Wealth Management Services
- Financial Advisory
- Uniform Combined State Law
- Insurance
- Public Speaking
- Business Analysis
- Microsoft Office
David Chase Summary
- David Chase, based in Rochester, MA, US, is currently a SVP Private Wealth Operations at Citizens Private Wealth. David Chase brings experience from previous roles at PrimaryBid, Citizens Investment Services, Riperian and Merrill Lynch Wealth Management. David Chase holds a 1993 - 1997 Bachelor's degree in Finance, General @ Bryant University. With a robust skill set that includes Operations Management, Call Center, Process Improvement, Six Sigma, Customer Relations and more. David Chase has 2 emails and 2 mobile phone numbers on RocketReach.
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