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@dimeoschneider.com
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4 phones found area 860
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LinkedIn matched
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Patrick Chase is listed as Executive Director of Enterprise Applications at Fiducient Advisors, based in West Simsbury, Connecticut, United States. AeroLeads shows a work email signal at dimeoschneider.com, phone signal with area code 860, and a matched LinkedIn profile for Patrick Chase.
Patrick Chase previously worked as Director of Technology and Performance Monitoring at Fiduciary Investment Advisors, Llc and Performance and Operations Analyst at Fiduciary Investment Advisors, Llc. Patrick Chase holds Mba, Information Systems from Virginia Tech - Pamplin College Of Business.
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AeroLeads found 1 current-domain work email signal for Patrick Chase. Compare company email patterns before reaching out.
Specialties: Project Management, Data Analysis, Investment Performance Measurement, and Systems Automation.
Listed skills include Process Improvement, Investments, Business Process Improvement, Data Analysis, and 10 others.
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Chicago, IL, US
Lead efforts to effectively and efficiently utilize technology and data to accomplish business objectives and service clients. Oversee two teams:-IT/Data team that has responsibility for all company systems and data sources.-Data Operations team that manages client investment reporting data ensuring timeliness and accuracy for investment performance.
Responsible for FIA's technology infrastructure, ensuring the appropriate hardware and software systems are available to support current requirements and enable future growth.Manage the production and delivery of client performance reports.
Provide performance measurement, evaluation, and reporting services for pension, endowment, foundation and high net worth clients. Manage company improvement projects and focus on identifying and implementing appropriate enhancements to business systems and workflows.
Windsor, CT, US
Develop project plans for investment accounting system implementations. Manage project deliverables including system installation, data evaluation and transfer, and reconciliation. Create SQL queries and Crystal reports to extract the necessary reconciliation data. Monitor and report project progress to project stakeholders.
Westwood, NJ, US
Responsible for daily and quarterly investment accounting and operational activities.Supervised client service and operations staff.Managed outsourced technology relationships.Led projects to improve company operations and systems.
Reston, VA, US
Worked with staff and process improvement committee to determine improvement projects.Gathered requirements, developed project management documents, and implemented improvements.Supervised portfolio reporting department.
Reston, VA, US
Rebalanced high net worth and institutional client portfolios.Prepared analyses for investment committee.Voting member of investment committee.
Reston, VA, US
Processed transactions for client brokerage accounts.
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Patrick Chase works for Fiducient Advisors.
Patrick Chase is listed as Executive Director of Enterprise Applications at Fiducient Advisors.
AeroLeads has found 1 work email signal at @dimeoschneider.com for Patrick Chase at Fiducient Advisors.
AeroLeads has found 4 phone signal(s) with area code 860 for Patrick Chase at Fiducient Advisors.
Patrick Chase is based in West Simsbury, Connecticut, United States while working with Fiducient Advisors.
Patrick Chase has worked for Fiducient Advisors, Fiduciary Investment Advisors, Llc, Ss&C Technologies, Modera Wealth Management, and The Mason Companies.
You can use AeroLeads to view verified contact signals for Patrick Chase at Fiducient Advisors, including work email, phone, and LinkedIn data when available.
Patrick Chase holds Mba, Information Systems from Virginia Tech - Pamplin College Of Business.
Patrick Chase is listed with skills including Process Improvement, Investments, Business Process Improvement, Data Analysis, Wealth Management, Asset Management, Project Management, and Automation.
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