Ryan Chasse work email
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Ryan Chasse personal email
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Ryan Chasse is a First Mate on S/Y Phaedo at S/Y Phaedo. He possess expertise in financial planning, fixed income analysis, investment strategies, portfolio management, microsoft office and 18 more skills. He is proficient in Spanish.
S/Y Phaedo
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First MateS/Y Phaedo Jun 2024 - Present
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Charter Crew - Lead Crew TrainerCruz Bay Watersports Dec 2023 - Jun 2024St John, Usvi, Us -
Charter CrewCruz Bay Watersports Apr 2023 - Dec 2023St John, Usvi, Us
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Registered Client AssociateJ.P. Morgan Wealth Management May 2021 - Apr 2023New York, Ny, Us-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 -
Portfolio AdministratorHowland Capital Jun 2019 - May 2021Boston, Ma, Us-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 -
Financial ProfessionalAxa Advisors, Llc Aug 2018 - May 2019New York, Ny, Us-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 -
Financial Planning InternPerennial Advisors Group Llc May 2017 - Sep 2017-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
Ryan Chasse Skills
Ryan Chasse Education Details
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High Point UniversityBusiness Administration: Minor In Finance: Minor In Sales -
Richmond, The American International University In LondonInternational Business
Frequently Asked Questions about Ryan Chasse
What company does Ryan Chasse work for?
Ryan Chasse works for S/y Phaedo
What is Ryan Chasse's role at the current company?
Ryan Chasse's current role is First Mate on S/Y Phaedo.
What is Ryan Chasse's email address?
Ryan Chasse's email address is ry****@****gan.com
What is Ryan Chasse's direct phone number?
Ryan Chasse's direct phone number is +197857*****
What schools did Ryan Chasse attend?
Ryan Chasse attended High Point University, Richmond, The American International University In London.
What are some of Ryan Chasse's interests?
Ryan Chasse has interest in Children, Investing, Stocks, Marketing, Real Estate, Project Development, Economics, International Trading, Organizational Management, Sales Representative.
What skills is Ryan Chasse known for?
Ryan Chasse has skills like Financial Planning, Fixed Income Analysis, Investment Strategies, Portfolio Management, Microsoft Office, Leadership, Microsoft Excel, Time Management, Public Speaking, Team Leadership, Entrepreneurship, Customer Service.
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