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 @
- 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 @
- 2010 -2012 Director of Operations @
- 2003 -2010 Project Manager @
- 2001 -2005 Investment Analyst @
- 2000 -2001 Brokerage Operations Assistant @
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
- Business Analysis
- Analysis
- Asset Managment
- Asset Allocation
- Technology
- Business Process
- Performance
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 1 mobile phone numbers on RocketReach.
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