Chase Phelps Email & Phone Number

San Francisco, CA, US

San Francisco Bay Area

San Francisco Bay Area

Eugene, Oregon Area

• Director of Investing
• Designed a hands-on inclusive process for members which gives a base understanding of researching and valuing companies used to create an in-depth investment report.
• Utilized information from SEC filings such as income statements, balance sheets, and cash flow statements to create an industry analysis, discounted cash flow valuation, and comparable company analysis.
• Facilitated discussions in a large group setting concentrating on current economic news, financial literacy, and other business-related topics.Investing Associate
• Use fundamental valuation and technical analysis to create an in-depth stock pitch for a variety of companies. This includes drawing information from SEC filings as well as looking at income statements, balance sheets.

Eugene, Oregon Area

• Increase brand awareness, product sales, and consumer loyalty by providing samples of the newest product and promotional gear at major college events
• Capture a variety of high energy photos that are organized into a monthly photo report explaining the type of event and approximate attendance
• Collaborate with different local organizations to set up events and manage a monthly inventory of 500 beverages which are effectively used to gain maximum brand exposure

Littleton, Colorado

• Provided creative and insightful input to upper management while observing the expansion of a large business operation
• Created an easy-to-read inventory spreadsheet that measured current inventory, accounted for upcoming orders, and surfaced inefficiencies
• Worked with employees to prepare and deliver fresh, innovative food in a fast-paced environment
• Facilitated training of new employees by implementing practical cooking, cleaning, and organizing techniques

Eugene, Oregon Area

• Served as an executive board member who oversaw the operation of a 100-member organization while providing structure, transparency, and support
• Expanded membership by organizing eight highly specialized events designed to create an environment for healthy and comfortable interactions
• Implemented and analyzed an excel spreadsheet that provided information on the involvement, clubs, and work members were participating in outside of the organization
• Managed a budget of $5000 which was used to create appealing recruitment apparel, organized scheduling cards, and purchase all necessary materials for eventsParticipate in raising money for the Delta Sigma Spike.

Conifer, Colorado

• Performed required work on cars by delegating different task between employees such as oil changes and tire swaps in a timely manner
• Consulted with customers while working the front register to answer any questions they may have had and completed payments
• Executed other daily needs of the shop which included picking up specialized parts, organizing new and current products, and cleaning work grounds

Bachelor Of Business Administration - Bba, Finance/ Operations Business And Analytics, Junior

Activities and Societies: Delta Sigma Phi, Club Lacrosse, TAMID Investing and Consulting Group

High School Diploma

Activities and Societies: DECA, Varsity Football, and Varsity Lacrosse

Study Abroad, Social Entrepreneurship

Gained an eco-friendly understanding of international business and european culture