Patrick Chase Email & Phone Number

Executive Director of Enterprise Applications @ DiMeo Schneider & Associates, L.L.C.

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Patrick Chase Location

Simsbury, CT, US

Patrick Chase Work

2020 - now Executive Director of Enterprise Applications @ DiMeo Schneider & Associates, L.L.C.
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2014 - 2020 Director of Technology and Performance Monitoring @ Fiduciary Investment Advisors, LLC
2014 - 2014 Performance and Operations Analyst @ Fiduciary Investment Advisors, LLC

2012 - 2013 Project Manager @ SS&C Technologies
2010 - 2012 Director of Operations @ Modera Wealth Management
2003 - 2010 Project Manager @ Mason Investment Advisory Services, Inc.
2001 - 2005 Investment Analyst @ Mason Investment Advisory Services, Inc.
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2000 - 2001 Brokerage Operations Assistant @ Mason Investment Advisory Services, Inc.
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Patrick Chase Education

Virginia Tech - Pamplin College of Business
MBA, Information Systems (Information Systems)
2005 - 2008
Strayer University-Maryland
Associates, Database Technology (Database Technology)
2001 - 2003
Frostburg State University
BS, Business Administration (Business Administration)
1995 - 2000

Patrick Chase Skills

Process Improvement
Investments
Business Process Improvement

Data Analysis
Wealth Management
Asset Management
Project Management
Automation
Investment Management
Financial Services

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Patrick Chase Summary

Patrick Chase, based in Simsbury, CT, US, is currently a Executive Director of Enterprise Applications at Fiducient Advisors. Patrick Chase brings experience from previous roles at Fiduciary Investment Advisors, LLC, SS&C Technologies and Modera Wealth Management. Patrick Chase holds a 2005 - 2008 MBA, Information Systems in Information Systems @ Virginia Tech - Pamplin College of Business. With a robust skill set that includes Process Improvement, Investments, Business Process Improvement, Data Analysis, Wealth Management and more. Patrick Chase has 3 emails and 2 mobile phone numbers on RocketReach.

Patrick Chase Emails

Found 3 emails

Patrick Chase Phone Numbers

Found 5 phone numbers

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Partner, Director of Financial Institutions at DiMeo Schneider & Associates, L.L.C.

Chicago, IL, US
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- dimeoschneider.com
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- +1 312-702-XXXX
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Adam Newell

Partner, Senior Consultant and Former Director of Family Office Consulting at DiMeo Schneider & Associates, L.L.C.

Chicago, IL, US
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- +1 312-853-XXXX
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Nicholas Breit

Partner, Director of Financial Planning at DiMeo Schneider & Associates, L.L.C.

Chicago, IL, US
2
- yahoo.com
- dimeoschneider.com
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James Jensen

Partner, Senior Consultant at DiMeo Schneider & Associates, L.L.C.

Chicago, IL, US
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- dimeoschneider.com
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- +1 312-853-XXXX
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Matt Kaminski

Partner, Head of Manager Research at DiMeo Schneider & Associates, L.L.C.

Windsor, CT, US
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- +1 860-965-XXXX
- +1 860-638-XXXX
- +1 860-683-XXXX
Michael Chase

Partner, Head of Endowments and Foundations and OCIO at DiMeo Schneider & Associates, L.L.C.

Hartford, CT, US
4
- dimeoschneider.com
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- +1 866-466-XXXX
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Karen Paulson

Partner, Senior Consultant at DiMeo Schneider & Associates, L.L.C.

Hartford, CT, US
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Devon Francis

Partner and Senior Consultant at DiMeo Schneider & Associates, L.L.C.

Rocky Hill, CT, US
3
- hotmail.com
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Christian Coleman

Partner, Director of Business Development at DiMeo Schneider & Associates, L.L.C.

Tolland, CT, US
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