Chase is a Client Service Associate on the Investment Operations team, where he delivers comprehensive support to clients across a range of account and investment activities. His responsibilities include overseeing account maintenance, executing investment strategies, managing trading operations, facilitating account transfers, and assisting clients with access to their accounts.
Chase received a Bachelor of Business Administration with a focus on Finance from the University of Iowa. Outside of work, he enjoys skiing, golfing, and spending quality time with friends and family.