Chase Carmichael Email & Phone Number

Florida, United States

Tampa, Florida, Us

Mezrah Consulting is a boutique financial services firm specializing in nonqualified executive benefit consulting for publicly and privately held banks and corporations.My work as a financial analyst:~Performed financial analysis on tax efficient structures to fund a range of nonqualified executive benefit plans~Worked with the CEO to customize deliverables that met the clients' financial profile, risk aversion, and other needs~Constructed risk/return portfolios using modern portfolio theory~Created and revised dynamic financial models for the purpose of defined benefit accrual projections, cost benefit analyses, marketing materials, and distribution and funding projections for current and prospective investments~Prepared correlation analysis on investments so funding assets move in lockstep with liabilities

Tampa, Florida, Us

~ Coordinated between the photographer, our sales team, underwriter, graphic designer, and seller in order to produce and edit a custom offering memorandum (OM) specific to our client’s portfolio within 14 business days~ Negotiated with property photographers and finished the fourth quarter 30% below budget~ Created property marketing campaigns, achieving a 21.9% open rate and 1.9% click-thru rate outperforming peers by 1.1% and 0.2%, respectively

Tampa, Florida, Us

~ Earned SkyView Advisors’ 2020 “Quantum Leap Award” for pioneering the “Monday Morning Quarterback”, a widely read, weekly newsletter focusing on economics, capital markets, commercial real estate, and self-storage~ Increased the click-through rate for the weekly newsletter to 4.1% in 1Q21 from 1.1% in 3Q20~ Grew the engagement rate for the weekly newsletter to 8.3% in 1Q21 from 1.4% in 3Q20~ Attracted a handful of warm leads for the SkyView sales team through my highly acclaimed research deliverables, including deep dives into topics such as the Fed’s New Inflation Mandate and the transition from LIBOR to SOFR

Tampa, Florida, Us

~ Assisted the Transaction Manager by preparing, processing, and organizing legal documents and property reports~ Analyzed property and submarket data from ESRI, Yardi, and county property appraiser websites

~ Founded McClellan Capital, an asset management firm, specializing in equity options trading~ Developed a firm strategy and subsequently raised $40,000 in initial investments ~ Accumulated 600+ pages of research, fine-tuning strategies to fit my temperament and market conditions~ Oversaw all activities related to trading, including executions, commission management, and maintaining relationships with research providers~ Analyzed portfolio characteristics and consulted with other traders on issues, including sector weightings, performance attribution, and relevant benchmarks~ Created and executed options strategies for hedging and for trading volatility

St. Petersburg, Florida, Us

~ Covered 14 real estate investment trust and homebuilder stocks, collectively worth over $125 billion in market capitalization~ Implemented net asset value, price-to-earnings, and adjusted book value methodologies to identify mispriced securities on a relative value basis~ Wrote 100+ company-specific reports and four comprehensive industry reports on the state of the real estate market ~ Maintained and improved net asset value, earnings, and same-store NOI growth models, in addition to, managing over 50 industry databases and models~ Interacted with institutional money managers, traders, and brokers to discuss earnings, valuation, and sector trends~ Provided strategic analysis on trends affecting real estate across multiple sectors and geographies~ Built a 65-page marketing book for the senior analysts, allowing them to convey differentiated investment ideas~ Attended multiple industry and company conferences, interacting with investor relations and C-level executivesSector: Real EstateIndustry: Residential Real Estate Investment Trusts (REITs) & Homebuilders

Baltimore, Md, Us

~ Published 100+ articles for a variety of clients, including QuickBooks and Investopedia, via the OneSpace platform~ Opined on various topics from capital structure analysis and oil prices to boosting productivity within the workplace~ Employed cogent technical writing skills to adhere to each client’s specific, style guidelines~ Promoted to “Expert-level” writer within a month of employment, gaining access to higher-paying projects~ Awarded several bonuses for outstanding articles

Gainesville, Florida, Us

~ Acted as the primary liaison between the company and clients; personally seeing that client’s problems were resolved~ Executed over 200 moves & furniture assemblies; utilizing quick thinking and creative problem solving skills to complete 95% of the jobs without any damage to the furniture or the client’s residence

New York, New York, Us

~ Learned to read level 2 and time & sales data; while improving my market & sector analysis through the instruction of Head Trader, Anand Sanghvi~ Educated in the behavior of HFT’s, the order types used & the role of ECN’s and dark pools by Haim Bodek~ Instructed on how market makers price options & adjust spreads and liquidity to fit changing levels of Delta, Gamma, Vega & Theta

The Gator Student Investment Fund is a $100k fund ran by a group of 30 or more students.~ Utilized Relative Valuation Analyses (P/S, Debt/Equity, Current Ratio, etc.) in sectors that had a high percentage of pre-earnings stock, like the internet sector~ Calculated firms Discounted Cash Flows using their 10K information from S&P Capital IQ & models for that industry ~ Debated amongst my fellow PMs to come to a conclusion as a group on which equity would generate potentially the most alpha with the least amount of risk & decide collectively whether to re-weight our portfolio based on market conditions~ Distinguished Netflix as the best opportunity in the technology industry; adding it to the portfolio for a 20% profit

~ Established student organization with the vision of increasing student’s financial literacy and educating them on careers in financial services~ Recruited over 100 people to our organization, while vetting the best prospects for officer positions~ Organized group meetings; presenting financially pertinent topics from the financial services sector, markets and the economy~ Operated in conjunction with the Fundraising Director to increase our budget by 50% before the spring semester

~ Negotiated more than $5,000 in contracts individually with over 100 local businesses and school organizations