Chasten Vruwink Email & Phone Number

Wisconsin Rapids, Wisconsin, United States

• Manage and optimize investment portfolios, conducting regular client meetings to understand investment objectives, risk tolerance, and financial goals while leveraging AI tools for enhanced portfolio analytics•Lead comprehensive client portfolio reviews and develop customized investment strategies, maintaining strong relationships with high-net-worth individuals, families, and institutional clients across 35 states• Lead bottom-up and top-down securities analysis across multiple asset classes, delivering actionable investment recommendations to Research Committee that drive portfolio allocation decisions for the firm's $6B+ AUM• Develop and present high-impact investment research reports to Director of Research and key stakeholders, synthesizing complex market trends into clear strategic recommendations that shape portfolio positioning• Spearhead portfolio analytics and performance reporting initiatives, implementing enhanced monitoring systems that strengthen risk management and provide data-driven insights for strategic decision-making

Wisconsin Rapids, Wisconsin, United States

• Analyze market trends (domestic and international) to ensure capital preservation of client portfolios and help our organization's short- and long-term financial strategies. • Leverage strong analytic skills to support the company's portfolio, including ongoing reporting and company-specific initiatives while providing analytical insights used for strategic decision-making.• Engage in extensive research on financial market trends to bring integrated, multidisciplinary, and cross-functional knowledge and skills set to the analysis provided to ensure continuous workflow of operations for the bank.• Perform both bottom-up and top-down research and security analysis on behalf of the Research Committee across various asset classes and investment programs and deliver engaging reports to the Director of Research and Chief Investment Officer regarding the research.

Wisconsin Rapids, Wisconsin, United States

- Guide brand and business development strategy further, providing a vision to increase brand awareness while proceeding practically and strategically to improve our financial and marketing operations.- Collaborate cross-functionally with various business partners, organizational leaders and customers to build relationships and provide outstanding customer service for all of our three locations.- Maintain all record-keeping for inventory integrity, accurate financial reporting to include payroll, invoicing, accounting using GAAP standards and tax reporting.- Maintain company website and completed all SEO implementation marketing for internet sales use.

Wisconsin, United States

- Verify and assist with collecting inventory data to ensure adequate stock available and create purchase orders when necessary to replenish stock. - Compiled and prepared data for financial forecasting, reports, updated databases and monthly financial statements.- Developed high-level communication skills by interacting with multiple departments to accomplish daily activities.- Exhibited strong organizational skills, product knowledge and effectively prioritized my workflow while being responsible for daily balancing of the income, cross-selling various services to new or existing clients, and determined what type of service best fits the client’s needs.

- Responsible for taking inventory, filing taxes and performing all accounting tasks, working with Excel and Word to aid the process of financial statements and the company's yearly budget development.- Implemented customized business development and brand strategies resulting in consistent customer acquisition and extended brand awareness.- Developed loyal client base through customer service, integrity, social media management, and willingness to always get the job done.

Wisconsin Rapids

- Partnered with digital marketing and media relations teams on strategic brand positioning and distribution for targeted content marketing campaigns.- According to relevant market specificities- researched and closely analyzed marketing strategies, both existing and new ones.