Chase Deleon Email & Phone Number
Who is Chase Deleon? Overview
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Chase Deleon is listed as First Year Analyst at Brighton Jones at Brighton Jones, a company with 119 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Chase Deleon.
Chase Deleon previously worked as First Year Analyst at Brighton Jones and Portfolio Manager at Barker Capital Management And Trading Program. Chase Deleon holds Bachelor'S Degree, Economics from University Of Idaho.
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About Chase Deleon
My name is Chase Deleon and I am a third year Finance, economic, and accounting student at the University of Idaho. I am originally from Coeur d' Alene, Idaho, but am currently living in Kennewick, Washington when not attending the University of Idaho. I have experience within the finance, economics, and accounting fields through previous positions within my fraternity, my extensive coursework, and teams I have been a part of during my time in college. I am always eager to learn more in my three areas of study, but my emphasis is on my finance degree. My future goal is to become a financial advisor or analyst.
Chase Deleon's current company
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Chase Deleon work experience
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Portfolio Manager
Conduct detailed research using both fundamental and technical analysis to identify new opportunities to generate long term alpha in our $600,000 portfolio. Analyze our core portfolio allocation quarterly and adjust as needed to better position our portfolio in the market and stay aligned with our IPS. Provide research for the Industrial, Financial, and.
President
Responsible for the leadership of the men in my chapter.Working closely with alumni of my chapter to bring about positive change both in house and in our community.Maintaining strong relationships with University Officials, our national fraternity, our community, and other chapters on campus.Helping coordinate and plan events, such as community service.
Private Wealth Management Intern
Senior Portfolio Manager
Responsible for the active management of a long – term portfolio comprised of stocks, equities, and bonds worth $800,000. Conduct weekly meetings with the portfolio management team to manage the portfolio‘s current holdings and review potential future holdings. Responsible for the oversight of the entire group through coordinating meetings and managing.
Junior Portfolio Manager
Assist in the active management of a long – term portfolio comprised of stocks, equities, and bonds worth $800,000. Conduct weekly meetings with the portfolio management team to manage the portfolio‘s current holdings and review potential future holdings. Responsible for the oversight of the Defensive, Cyclical, and Fixed Income sectors through.
Treasurer
Managing Cash Flows within FraternityResponsible for collecting for house paymentsAllocating funds to events
Planning Intern
Created new client profiles and assisted in compiling investment data and insurance policies.Organized client information, filled out certificates of insurance, and completed accords.Took record of all important information that was discussed during client meetings for my boss's later reference.Scheduled follow-up and initial client meetings
Head Of Philanthropy
Coordinating Philanthropic EventsManaging finances associated with eventsCommunicating with the University and other houses on campusProviding news on Philanthropic events
Expeditor
Prepared food for customersPaid close attention to details on special ordersAssisted servers with guestsTrained new employees
Dining Room Busser
This job consisted of running food to tables, preparing tables for guests, and helping out any of the other employees and guests in the restaurant.
Colleagues at Brighton Jones
Other employees you can reach at brightonjones.com. View company contacts for 119 employees →
Matt Camrud, Cfp®
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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DP
Devon Phillips
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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JB
Jayaprada Brower C.F.P., Cfa
Colleague at Brighton Jones
Scottsdale, Arizona, United States, United States
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MS
Michael Stevens
Colleague at Brighton Jones
Arlington, Virginia, United States, United States
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LH
Lindsey Hurt
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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HY
Hannah Y.
Colleague at Brighton Jones
Washington, District Of Columbia, United States, United States
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TT
Teresa Ternan
Colleague at Brighton Jones
San Francisco, California, United States, United States
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DN
Danny Neish, Cfp®
Colleague at Brighton Jones
Greater Seattle Area, United States
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CS
Corinne Salera, Cfp®
Colleague at Brighton Jones
Minneapolis, Minnesota, United States, United States
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LW
Layla Woods
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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Chase Deleon education
Bachelor'S Degree, Economics
Minor, Accounting
Bachelor'S Degree, Finance, General
High School Diploma, Graduated
Frequently asked questions about Chase Deleon
Quick answers generated from the profile data available on this page.
What company does Chase Deleon work for?
Chase Deleon works for Brighton Jones.
What is Chase Deleon's role at Brighton Jones?
Chase Deleon is listed as First Year Analyst at Brighton Jones at Brighton Jones.
Where is Chase Deleon based?
Chase Deleon is based in Seattle, Washington, United States while working with Brighton Jones.
What companies has Chase Deleon worked for?
Chase Deleon has worked for Brighton Jones, Barker Capital Management And Trading Program, Delta Tau Delta - Delta Mu, Davis Investment Group Inc, and Davis Investment Group.
Who are Chase Deleon's colleagues at Brighton Jones?
Chase Deleon's colleagues at Brighton Jones include Matt Camrud, Cfp®, Devon Phillips, Jayaprada Brower C.F.P., Cfa, Michael Stevens, and Lindsey Hurt.
How can I contact Chase Deleon?
You can use AeroLeads to view verified contact signals for Chase Deleon at Brighton Jones, including work email, phone, and LinkedIn data when available.
What schools did Chase Deleon attend?
Chase Deleon holds Bachelor'S Degree, Economics from University Of Idaho.
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