Joe Chase

Student at Suffolk University

Greater Boston Area

Current
  • Intern at NUA Advisors LLC
Past
Education
  • Suffolk University - Sawyer School of Management
  • Proctor Academy
Connections
83 connections
Industry
Investment Management
Websites

Joe Chase’s Summary

Finance major at Suffolk University with 3.96 GPA, graduating in December 2009. Searching for entry level finance opportunities starting January 2010.


Joe Chase’s Experience

  • Intern

    NUA Advisors LLC

    (Investment Management industry)

    June 2008Present (1 year 6 months)

    Researched & recommended specific covered call option trades
    Researched Asian ADRs, ETFs, and hedge funds based on several metrics.
    Completed research on equity securities on Bloomberg Terminal and other resources.
    Developed sophisticated option calculator tool in Excel used to calculate return on several simultaneous options.
    Backtested CAN SLIM investing method developed by William O'Neil.

  • Office Manager

    The Boston Society

    (Non-Profit; Events Services industry)

    January 2009May 2009 (5 months)

    Managed the company accounting system using QuickBooks.
    Answered vendor, customer, and partner questions via phone and e-mail.
    Updated marketing materials using Adobe CS3.
    Maintained a small office while helping to organize pharmaceutical conferences.

  • Intern

    Acronis

    (Privately Held; Computer Software industry)

    July 2007January 2009 (1 year 7 months)

    Scheduled Webinars in Webex and managed resulting leads in Salesforce.com.
    Helped grow channel sales from 55% to 80% by researching over 4,000 individual contacts.
    Linked over 2,600 accounts to their parent accounts in Salesforce.com database.
    Created and sent quotes for product renewals to customers.
    Applied naming conventions to sales database over 2 months, 15,000+ accounts.
    Filed and reorganized entire company's history of invoices, $100mil+ worth of sales.
    Completed several projects in Excel & Salesforce.com for VP of Sales, Director of Channel Sales, and Director of Marketing.


Joe Chase’s Education

  • Suffolk University - Sawyer School of Management

    Finance 2009

    FMA National Honors Society
    Sawyer Business Investment Group

  • Proctor Academy

    2005

    Studied aboard 125' schooner Westward as part of the Ocean Classroom program
    Studied in Aix-en-Provence, France studying French language, history, art, and literature


Additional Information

Joe Chase’s Websites:

Joe Chase’s Groups:

  •    Proctor Academy Alumni
  •    Suffolk University
  •    Suffolk University Alumni Group
  •    Kappa Pi Alpha

Joe Chase’s Honors:

FMA National Honors Society


Joe Chase’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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