Chase Cavanaugh
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Chase Cavanaugh Email & Phone Number

Investment Operations Associate at Beacon Wealth Consultants, Inc.
Location: Greater Syracuse-Auburn Area, United States 3 work roles 1 school
1 work email found @cadaretgrant.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@cadaretgrant.com
LinkedIn Profile matched
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Current company
Beacon Wealth Consultants, Inc.
Role
Investment Operations Associate
Location
Greater Syracuse-Auburn Area, United States
Company size
18 employees

Who is Chase Cavanaugh? Overview

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Quick answer

Chase Cavanaugh is listed as Investment Operations Associate at Beacon Wealth Consultants, Inc., a with 18 employees, based in Greater Syracuse-Auburn Area, United States. AeroLeads shows a work email signal at cadaretgrant.com and a matched LinkedIn profile for Chase Cavanaugh.

Chase Cavanaugh previously worked as Trader at Atria Wealth Solutions and Healthcare Sector Leader at Suny Oswego Investment Club. Chase Cavanaugh holds Bachelor Of Science - Bs, Finance, General from State University Of New York College At Oswego.

Company email context

Email format at Beacon Wealth Consultants, Inc.

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{first_initial}{last}@cadaretgrant.com
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AeroLeads found 1 current-domain work email signal for Chase Cavanaugh. Compare company email patterns before reaching out.

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Profile bio

About Chase Cavanaugh

As a Trader at Atria Wealth Solutions, I execute Equity, Option, Mutual Fund, Municipal bonds, Corporate bonds, and Treasury bills/bonds with precision and timeliness. I also develop and run financial reports for the firm using Excel Macros/VBA code. I have obtained my Series 7 and 66 licenses and continue to gain knowledge in the financial industry. I have strong analytical, communication, and problem-solving skills, and I am passionate about investing and financial markets.

Current workplace

Chase Cavanaugh's current company

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Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc.
Investment Operations Associate
New York, United States
Website
beaconwealth.com
Employees
18
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3 roles

Chase Cavanaugh work experience

A career timeline built from the work history available for this profile.

Trader

Atria Wealth Solutions

Syracuse, New York, United States

• Execute Treasury bills/notes/bonds, Municipal bonds, Corporate bonds, and CDs in a timely and precise manner to achieve best execution.• Swiftly and accurately resolve any trade errors that occur.• Develop Macros in Microsoft Excel using VBA to efficiently organize raw data.• Utilize the Bloomberg Terminal to find the necessary data to complete financial reports.• Communicate clearly and effectively with clients, internal departments, and our clearinghouses.

Healthcare Sector Leader

Suny Oswego Investment Club

• Managed the portfolio as the Healthcare Sector Leader with a fundamental analysis approach.• Performed fundamental research and analyzed companies trading on the S&P 500 and Russell 2000 indices; led a team and presented a buy proposal of Bristol-Myers Squibb to club members.• Utilized the Bloomberg Terminal to further interpret the strengths and weaknesses of prospective companies.

Sep 2019 - Sep 2020
Team & coworkers

Colleagues at Beacon Wealth Consultants, Inc.

Other employees you can reach at beaconwealth.com. View company contacts for 18 employees →

DG Dennis Gillard Cpa, Pfs, Cka Dennis Gillard Cpa, Pfs, Cka Colleague at Beacon Wealth Consultants, Inc.Winter Garden, Florida, United States View → HS Hillary Sunderland, Cfa, Cka Hillary Sunderland, Cfa, Cka Colleague at Beacon Wealth Consultants, Inc.State College, Pennsylvania, United States View → KJ Kimberly Jenkins Kimberly Jenkins Colleague at Beacon Wealth Consultants, Inc.Roanoke, Virginia, United States View → JL Jerry L. Mcmillan, Aif® Fpqp® Cka® Jerry L. Mcmillan, Aif® Fpqp® Cka® Colleague at Beacon Wealth Consultants, Inc.Greater Roanoke Area, United States View → CS Celie Stanley Celie Stanley Colleague at Beacon Wealth Consultants, Inc.Wake Forest, North Carolina, United States View → HN Hannah Nolan Hannah Nolan Colleague at Beacon Wealth Consultants, Inc.Roanoke, Virginia, United States View → CC Colin Craig, Mba Colin Craig, Mba Colleague at Beacon Wealth Consultants, Inc.Contact Info, United States View → DB David Black David Black Colleague at Beacon Wealth Consultants, Inc.Dallas, Oregon, United States View → NK Nithya Krishnan Nithya Krishnan Colleague at Beacon Wealth Consultants, Inc.Charlotte, North Carolina, United States View → AK Alexis Kandel Alexis Kandel Colleague at Beacon Wealth Consultants, Inc.Big Prairie, Ohio, United States View →
1 education record

Chase Cavanaugh education

FAQ

Frequently asked questions about Chase Cavanaugh

Quick answers generated from the profile data available on this page.

What company does Chase Cavanaugh work for?

Chase Cavanaugh works for Beacon Wealth Consultants, Inc..

What is Chase Cavanaugh's role at Beacon Wealth Consultants, Inc.?

Chase Cavanaugh is listed as Investment Operations Associate at Beacon Wealth Consultants, Inc..

What is Chase Cavanaugh's email address?

AeroLeads has found 1 work email signal at @cadaretgrant.com for Chase Cavanaugh at Beacon Wealth Consultants, Inc..

Where is Chase Cavanaugh based?

Chase Cavanaugh is based in Greater Syracuse-Auburn Area, United States while working with Beacon Wealth Consultants, Inc..

What companies has Chase Cavanaugh worked for?

Chase Cavanaugh has worked for Beacon Wealth Consultants, Inc., Atria Wealth Solutions, and Suny Oswego Investment Club.

Who are Chase Cavanaugh's colleagues at Beacon Wealth Consultants, Inc.?

Chase Cavanaugh's colleagues at Beacon Wealth Consultants, Inc. include Dennis Gillard Cpa, Pfs, Cka, Hillary Sunderland, Cfa, Cka, Kimberly Jenkins, Jerry L. Mcmillan, Aif® Fpqp® Cka®, and Celie Stanley.

How can I contact Chase Cavanaugh?

You can use AeroLeads to view verified contact signals for Chase Cavanaugh at Beacon Wealth Consultants, Inc., including work email, phone, and LinkedIn data when available.

What schools did Chase Cavanaugh attend?

Chase Cavanaugh holds Bachelor Of Science - Bs, Finance, General from State University Of New York College At Oswego.

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