David Chase Location
Rochester, MA, US
David Chase Work
- 2024 - now SVP Private Wealth Operations @ Citizens Private Wealth
- 2022 - 2024 VP U.S. Operations @ PrimaryBid
- 2017 - 2022 Head of Brokerage Operations @ Citizens Securities, Inc.
- 2011 - 2017 Principal, Brokerage Platform Integration @ Riperian
- 1997 - 2011 SVP, Group Operations Manager @ Merrill Lynch
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
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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