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
• Bentley University

Recommended

1 person has recommended Joe

Connections

51 connections

Industry

Higher Education

Websites

• IndexBeating.com (My Blog)

Joe Chase’s Summary

As I am working on completing my degree in finance from Suffolk University I have had the opportunity to gain experience in many different fields. From wealth management to software sales to 501(c)3s, I have been able to figure out what I want to do. I plan on working as a wealth manager or investment advisor for a few years before starting my own wealth management company. I also want to start a fund that focuses on long term growth with low risk through options writing.

Joe Chase’s Specialties:

investing, options trading, investment research

Joe Chase’s Experience

• Intern

  NUA Advisors LLC

  (Investment Management industry)

  June 2008 — Present (1 year 2 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 2008 — 2009

  Activities and Societies:

  FMA National Honors Society

• Bentley University

  Business 2005 — 2007

Additional Information

Joe Chase’s Websites:

• IndexBeating.com (My Blog)

Joe Chase’s Interests:

Investing, Music, Sports,

Joe Chase’s Groups:

•    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