Investment Operations Associate
Chase grew up in Chesapeake, VA and attended Radford University where he graduated with a B.B.A degree in Marketing and a Minor in Management. His role as an Investment Operations Associate will help ensure effective management of client transactions and portfolio development while collaborating with the full team to resolve any issues and maintain operational efficiency. Chase is a licensed Life and Health insurance agent.
Chase enjoys watching sports, traveling, and trying new restaurants during his free time.