Chase joined the ProCourse team in 2013 as our Reporting and Research Associate. He has five years of experience in the financial services industry. His analytical nature that comes from his experience in banking fits perfectly with the client reporting function of the company.
Chase studied both Finance and Accounting at Indiana University’s Kelley School of Business Indianapolis. He was also active in many professional business organizations, most notably Delta Sigma Pi. He says learning how to shoulder and be successful with a heavy workload taught him most about fine tuning skills and managing responsibilities.
Chase is responsible for the reporting process for our institutional clients. Chase also specializes in retirement plan fees, and spearheads the annual fee review process. His background in accounting gives him an edge when it comes to reporting and data integration.
Out of the office, Chase likes to spend his time outdoors and traveling. Some of his favorite activities are kayaking, hiking, fishing and hunting. He is also an avid Colts fan, and never misses a game. Some of his favorite places he has traveled to inside the country are New Orleans and Seattle.
>BS, Finance and Accounting, Indiana University Purdue Univeristy Indianapolis