Chase Hardesty

Chase Hardesty has a diverse work experience in the financial industry. Chase started their career as a Brokerage Investment Professional at Vanguard, where they provided exceptional client service and discussed various investment and account types. Chase then transitioned to the role of Corporate Actions Communications Specialist, acting as a liaison for complex corporate actions and ensuring regulatory requirements were met.

After that, Chase took on the role of Corporate Actions Administrator, where they sorted, repaired, researched, and analyzed corporate action notifications across equities and fixed income. Chase also created and distributed plain language documentation of corporate action events for internal and external clients.

Chase then became a Sweep/Reconciliation Specialist at Vanguard, responsible for reconciling financial transactions.

Chase continued their career at InvestEdge, Inc. as a Performance Measurement Analyst. In this role, they reviewed and resolved data reconciliation issues, conducted oversight for accurate return calculations, and responded to client inquiries and troubleshooting performance-related issues.

Most recently, Chase joined First Rate, Inc. as a Performance Product Support, where they provide support for performance-related products.

Chase Hardesty attended Arizona State University from 2011 to 2015, where they obtained a degree in Finance with a field of study in Finance. In addition to their formal education, Chase has also obtained various certifications. These include "Data Science Foundations: Python Scientific Stack," "Python Automation and Testing," "Python for Data Science Essential Training Part 1," "SQL Essential Training," "SQL for Data Analysis," "Using Python for Automation," "Using Python with Excel," "Inside Sales," "Sales Fundamentals," "Bloomberg Market Concepts," "Series 63," and "Series 7." These certifications were obtained from institutions such as LinkedIn, Bloomberg LP, and FINRA (Financial Industry Regulatory Authority), with the most recent certifications earned in March 2022.