Chase Deleon
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Chase Deleon Email & Phone Number

First Year Analyst at Brighton Jones at Brighton Jones
Location: Seattle, Washington, United States 11 work roles 4 schools
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Current company
Brighton Jones
Role
First Year Analyst at Brighton Jones
Location
Seattle, Washington, United States
Company size
119 employees

Who is Chase Deleon? Overview

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Quick answer

Chase Deleon is listed as First Year Analyst at Brighton Jones at Brighton Jones, a 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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Brighton Jones

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Profile bio

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.

Current workplace

Chase Deleon's current company

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Brighton Jones
Brighton Jones
First Year Analyst at Brighton Jones
seattle, washington, united states
Website
brightonjones.com
Employees
119
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11 roles

Chase Deleon work experience

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First Year Analyst

Current
Brighton Jones

Seattle, Washington, United States

Jun 2024 - Present

Portfolio Manager

Barker Capital Management And Trading Program

Moscow, Idaho, United States

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 Energy sectors and bring new opportunities to the portfolio to maintain our strategic targets within each sector.

Aug 2022 - May 2024

President

Delta Tau Delta - Delta Mu

Moscow, Idaho, United States

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 opportunities and philanthropy events.

Jan 2023 - Dec 2023

Private Wealth Management Intern

Brighton Jones

Seattle, Washington, United States

Jun 2023 - Aug 2023

Senior Portfolio Manager

Davis Investment Group Inc

Moscow, Idaho, United States

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 deadlines for reports and presentations.Lead the group in discussions and presentations during our weekly meeting time.

Jan 2023 - May 2023

Junior Portfolio Manager

Davis Investment Group

Moscow, Idaho, United States

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 coordinating meetings and managing deadlines for reports and presentations.

Aug 2022 - Feb 2023

Treasurer

Delta Tau Delta

Moscow, Idaho, United States

Managing Cash Flows within FraternityResponsible for collecting for house paymentsAllocating funds to events

Nov 2021 - Feb 2023

Planning Intern

Deleon Insurance & Financial Services, Llc.

Kennewick, Washington, United States

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

May 2022 - Aug 2022

Head Of Philanthropy

Delta Tau Delta: Delta Mu Chapter At University Of Idaho

Moscow, Idaho, United States

Coordinating Philanthropic EventsManaging finances associated with eventsCommunicating with the University and other houses on campusProviding news on Philanthropic events

Oct 2020 - Nov 2021

Expeditor

Bobs Burgers And Brews

Richland, Washington, United States

Prepared food for customersPaid close attention to details on special ordersAssisted servers with guestsTrained new employees

Feb 2020 - Aug 2020

Dining Room Busser

Bobs Burgers And Brews

West Richland, Washington, United States

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.

Jul 2019 - Aug 2020
Team & coworkers

Colleagues at Brighton Jones

Other employees you can reach at brightonjones.com. View company contacts for 119 employees →

JP Jeremy Pond, Cfp® Jeremy Pond, Cfp® Colleague at Brighton JonesSan Francisco, California, United States View → LW Layla Woods Layla Woods Colleague at Brighton JonesSeattle, Washington, United States View → JE Joyce Eicholtz Joyce Eicholtz Colleague at Brighton JonesGreater Seattle Area, United States View → DD Daniel Decarie Daniel Decarie Colleague at Brighton JonesGreater Seattle Area, United States View → YM Yosuke Miyazaki Yosuke Miyazaki Colleague at Brighton JonesSeattle, Washington, United States View → CB Colleen Baker Colleen Baker Colleague at Brighton JonesSeattle, Washington, United States View → TH Tyler Harvey, Mol, Cfp® Tyler Harvey, Mol, Cfp® Colleague at Brighton JonesSeattle, Washington, United States View → JS Jake Sylvester Jake Sylvester Colleague at Brighton JonesGreater Seattle Area, United States View → SH Steven Hanks, Cfp® Steven Hanks, Cfp® Colleague at Brighton JonesDallas-Fort Worth Metroplex, United States View → SG Selam Gurmu Selam Gurmu Colleague at Brighton JonesGreater Seattle Area, United States View →
4 education records

Chase Deleon education

High School Diploma, Graduated

Kamiakin High School

Activities and Societies: National Honors SocietyGraduated with a cumulative GPA of 4.0 Obtained Seal of Biliteracy in Spanish

FAQ

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 Jeremy Pond, Cfp®, Layla Woods, Joyce Eicholtz, Daniel Decarie, and Yosuke Miyazaki.

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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