Joe Chase

Current

Intern at NUA Advisors LLC

Past

Office Manager at The Boston Society
Intern at Acronis

Education

Suffolk University - Sawyer School of Management
Proctor Academy

Recommended

1 person has recommended Joe

Connections

83 connections

Industry

Investment Management

Websites

My Website

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 2008 — Present (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 2009 — May 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 2007 — January 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