Donald Chase Email & Phone Number

Greater Boston And Ny/Nj Area

While most of the financial services industry has struggled with cost basis reporting requirements which are more complicated than assembly instructions from our favorite Swedish furniture manufacturer, Wolters Kluwer Financial Services has helped tame and master Cost Basis Reporting (CBR) and Compliance.As a Consultant and Implementation Manager for WKFS' GainsKeeper Brokerage, I have been heavily involved in providing consulting and implementation services for all three phases of the Emergency Economic and Stabilization Act of 2008. My experience during this time has focused not just on integrating the GainsKeeper Brokerage tax-lot accounting and cost basis reporting software for two blue-chip brokerage industry leaders, but also providing business and consulting services regarding the Cost Basis Law (CBL) to senior management in all areas of back office operations including client reporting, technology, corporate action / reorg, and tax reporting.Areas of concentration include:Tax Lot Accounting* Cost-basis calculation analysis* Wash sale tracking and reporting* Option premium tracking* Covered status determination* Basis relief tracking based on lot relief methodology (VSP, FIFO, Average Cost)Operation Support* Security tax classification support (RIC vs. non-RIC, 1256 options, etc.)* Corporate action and reorg processing* CBRS and inter-account transfers* Positional and transaction reconciliationsClient, Brokerage, and Tax Reporting* Gain/loss reporting* Wash sale deferral reporting* 1040, 1099B, and 8948 tax filings* Mark-to-market account reporting* Complex and taxable corporate actionsPhase III / Fixed Income Integration* Security classification (i.e. complex vs. non-complex debt)* Accrual and amortization rules for OID, market discount, acquisition premium, and bond premium* Broker and client elections* Complex OID scenarios (i.e. the treatment of non-QSI interest)

Boston

Provide software consulting, development, and implementation services to customers in the financial services industry.Develop custom web-based reports in a multitude of different formats (HTML/ASP, Crystal, PDF) against a number of different data sources (MSSQL Server, MS Access, Sybase).Integrate multiple API and other real-time services (i.e. Bloomberg Data License, State Street / Global Link FX Connect, etc.) into client trading applications. Assisted in the development of in house and external web-based project tracking and team collaboration software. Custom COM component architecture and design.Developed various file parsing, loading, and data warehousing applications.

At Home. Online. Everywhere.

Starting in 1998, I became involved in online affiliate marketing as a part-time enterprise. While I was attending college, working at GE, and later Varden Technologies, I had a thriving part-time business planning, developing, and launching a myriad of small, focused internet properties in upward trending sectors (although at the time, the entire Internet was an upward-trending sector).In June 2005 through the end of 2009, I took leave from Varden Technologies to develop these online enterprises even further. During this time, I focused on designing and creating a large, extremely complex network of affiliate marketing and lead generation sites focused on quick-decision consumer marketing purchases. As initially a one-person show, relying only on a few virtual assistants as well as small staff of 1-2 local assistants, I was responsible for all aspects of architecture, software development, database administration, technical support, search engine optimization, online and offline marketing, lead generation, and business development.The business model for this network was to focus on organic search engine marketing leading to landing pages and direct CTA to affiliate partner properties where I would be paid via commission on a per sale or percentage basis.During most of this period of time (during the last few months, I did acquiesce), I did not pay a single cent in online advertising, and developed a network of sites which at its peak generated over 4 million unique visitors each month.By the end of 2009, a majority of the assets were sold or scuttled, as I decided to return to consulting. However, the lessons learned of having to be a complete self-starter have driven me in my current career ever since.

Greater Boston Area

Hired by company’s CEO to develop a strategic business plan to pursue possible purchase/merger options – an undertaken that was successful with the company’s sale to Trend-Lines, Inc. I lead multiple website design and Internet business development engagements.Establish new client relationships and eCommerce initiatives.Assisted CEO in all aspects of the final sale of company, including negotiation, due diligence, closing, and post-sale transition.

Developed financial forecasts, reports, and analyses for GE’s small commercial turbofan division.Conducted monthly, quarterly, and annual reconciliation and reports for departmental accounts.Developed computer-based programs to track and reconcile incoming engine orders and shipments.Worked within teams on projects such as a $150 million jet engine synthetic lease sale, a complete intra-company billing reconciliation for GE’s Strothers repair shop, and long-term engine order tracking.