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Ryan Chasse Email & Phone Number
Seaman
at
U.S. Coast Guard
1 work email found
@jpmorgan.com
2 phones found area 978
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Ryan Chasse? Overview
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Quick answer
Ryan Chasse is listed as Seaman at U.S. Coast Guard, a with 31431 employees, based in United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 978, and a matched LinkedIn profile for Ryan Chasse.
Ryan Chasse previously worked as First Mate at S/Y Phaedo and Charter Crew - Lead Crew Trainer at Cruz Bay Watersports. Ryan Chasse holds B.S.B.A., Business Administration: Minor In Finance: Minor In Sales from High Point University.
Company email context
Email format at U.S. Coast Guard
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{first}.{last}@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for Ryan Chasse. Compare company email patterns before reaching out.
Profile bio
About Ryan Chasse
Ryan Chasse is a Seaman at U.S. Coast Guard. He possess expertise in financial planning, fixed income analysis, investment strategies, portfolio management, microsoft office and 18 more skills. He is proficient in Spanish.
Listed skills include Financial Planning, Fixed Income Analysis, Investment Strategies, Portfolio Management, and 19 others.
Current workplace
Ryan Chasse's current company
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U.S. Coast Guard
8 roles
Ryan Chasse work experience
A career timeline built from the work history available for this profile.
First Mate
S/Y Phaedo
Charter Crew - Lead Crew Trainer
Dec 2023 - Jun 2024
Charter Crew
Apr 2023 - Dec 2023
Registered Client Associate
-Responsible for over 650 individual accounts with approximately $3 billion in assets under management for approximately 125 ultra-high-net-worth families, individuals, and corporate executives-Actively manage JP Morgan Enhanced Dividend Equity portfolio with over $160 million assets under management-Analyze and evaluate financial results to match appropriate investment strategies to meet investor objectives and retirement goals-Conduct fundamental and technical market research and analysis on listed securities, fixed-income holdings, and alternative investments-Manages all IPO and Equity Syndicate trading for all institutional clients-Process trades requests, asset transfers, portfolio re-balancing, and goal-based analysis
May 2021 - Apr 2023
Portfolio Administrator
-Primarily supported CEO and Portfolio Manager to provide exceptional service to 205 high net worth families and individuals-Responsible for over 300 individual accounts with approximately $580 million in assets under management-Worked collaboratively with portfolio managers on fundamental and technical analysis of model portfolio companies-Assisted Portfolio Manager’s in comprehensive investment policy review, investment rebalancing, and evaluation of asset allocations-Redesigned and implemented new quarter end process to improve workflow efficiency and decrease time spent by 50%-Managed 17 secured backed lines of credit for client accounts with third party private bank-Responsible for approximately 625 IRA account contributions, distributions, distribution analysis-Processed day to day cash and security related requests, estate disbursements, and charitable gifts
Jun 2019 - May 2021
Financial Professional
-Acquired Series 7, Series 63, and Life, Accident and Health insurance licenses-Helped non-profit and municipality workers understand their pensions and set up their deferred compensation plans -Assisted clients with life insurance, brokerage, and retirement needs -Created financial plans for households to determine financial areas needing attention-Guided clients on how to properly diversify and invest their assets-Determined appropriate asset allocations and fund choices based on risk tolerance levels
Aug 2018 - May 2019
Financial Planning Intern
Perennial Advisors Group Llc
-Played a direct role in the firm’s software transition project by transferring more than 100 client profiles into the firm’s new Emoney Advisor software-Collaborated closely with the CEO and support staff on planning and progress tracking-Assisted with periodic client portfolio re-balancing by reviewing client accounts and asset allocations-Analyzed the financial status of clients by comparing actual results with plans and forecasts-Consolidated and interpreted financial data, taking into account the company’s goals and financial standing
May 2017 - Sep 2017
2 education records
Ryan Chasse education
B.S.B.A., Business Administration: Minor In Finance: Minor In Sales
High Point University
International Business
Richmond, The American International University In London
FAQ
Frequently asked questions about Ryan Chasse
Quick answers generated from the profile data available on this page.
What company does Ryan Chasse work for?
Ryan Chasse works for U.S. Coast Guard.
What is Ryan Chasse's role at U.S. Coast Guard?
Ryan Chasse is listed as Seaman at U.S. Coast Guard.
What is Ryan Chasse's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Ryan Chasse at U.S. Coast Guard.
What is Ryan Chasse's phone number?
AeroLeads has found 2 phone signal(s) with area code 978 for Ryan Chasse at U.S. Coast Guard.
Where is Ryan Chasse based?
Ryan Chasse is based in United States while working with U.S. Coast Guard.
What companies has Ryan Chasse worked for?
Ryan Chasse has worked for U.S. Coast Guard, S/Y Phaedo, Cruz Bay Watersports, J.P. Morgan Wealth Management, and Howland Capital.
How can I contact Ryan Chasse?
You can use AeroLeads to view verified contact signals for Ryan Chasse at U.S. Coast Guard, including work email, phone, and LinkedIn data when available.
What schools did Ryan Chasse attend?
Ryan Chasse holds B.S.B.A., Business Administration: Minor In Finance: Minor In Sales from High Point University.
What skills is Ryan Chasse known for?
Ryan Chasse is listed with skills including Financial Planning, Fixed Income Analysis, Investment Strategies, Portfolio Management, Microsoft Office, Leadership, Microsoft Excel, and Time Management.
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