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.

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.

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.

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.

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.

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.

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.

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.

~ 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.

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