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
- Executive Director of Enterprise Applications @ (September 2020 - Present)
- Director of Technology and Performance Monitoring @ Fiduciary Investment Advisors, LLC (December 2014 - September 2020)
- Performance and Operations Analyst @ Fiduciary Investment Advisors, LLC (January 2014 - December 2014)
- Project Manager @ (June 2012 - December 2013)
- Director of Operations @ (April 2010 - May 2012)
- Project Manager @ (August 2003 - May 2010)
- Investment Analyst @ (May 2001 - May 2005)
- Brokerage Operations Assistant @ (May 2000 - May 2001)
Patrick Chase Education
- Virginia Tech - Pamplin College of Business
MBA (Information Systems)
2005-2008 - Strayer University-Maryland
Associates (Database Technology)
2001-2003 - Frostburg State University
BS (Business Administration)
1995-2000
Patrick Chase Skills
- Analysis
- Artificial Intelligence (AI)
- Asset Allocation
- Asset Management
- Asset Managment
- Automation
- Business Analysis
- Business Process Improvement
- Data Analysis
- Data Architecture
- Financial Services
- Investment Management
- Investments
- Process Improvement
- Project Management
- Wealth Management
- Technology
- Business Process
- Performance
Patrick Chase Summary
- Patrick Chase, based in Simsbury, CT, US, is currently a Executive Director of Enterprise Applications at Wealthspire Institutional. 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 in Information Systems @ Virginia Tech - Pamplin College of Business. With a robust skill set that includes Analysis, Artificial Intelligence (AI), Asset Allocation, Asset Management, Asset Managment and more. Patrick Chase has 3 emails and 2 mobile phone numbers on RocketReach.
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Top DiMeo Schneider & Associates, L.L.C. Employees
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Anthony Tranghese
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Nicholas Breit
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Matt Porter
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