Kevin Chase

Kevin Chase has over 9 years of work experience in various roles within different companies. Kevin started their career at Fidelity Investments in 2013, where they worked as a Financial Associate for two years before becoming a Workplace Planning and Guidance Consultant. Kevin then transitioned to the role of Retirement Planner for a few months before moving on to Gensuite in 2018. At Gensuite, Kevin held positions as a Business Analyst and later as a Lead Business Analyst. In 2020, they briefly served as a Manager before leaving the company in early 2021. Later in 2021, Kevin joined Benchmark Digital Partners LLC as a Business Analyst, and quickly advanced to the role of Manager before leaving in early 2022. Kevin is currently working as a Digital Product Analyst at CoStrategix, starting in February 2022.

Kevin Chase completed their education as follows:

From 2016 to 2018, they attended Xavier University and earned a Master of Business Administration (MBA) with a focus on Business Intelligence.

From 2009 to 2013, they attended The Ohio State University Fisher College of Business and obtained a Bachelor of Science in Business Administration with a specialization in Finance.

From 2005 to 2009, they completed their college preparatory education at St. Xavier High School, where they earned a diploma.

In addition to their academic qualifications, Kevin Chase also holds certifications in the financial industry. These include the Series 63: Uniform Securities Agent State Law Examination, the Series 66: Uniform Combined State Law Examination, and the Series 7: General Securities Representative Examination, all obtained from the Financial Industry Regulatory Authority (FINRA). The specific months and years of obtaining these certifications are not provided.