Chase Ramsey is an accomplished investment professional with over a decade of experience in finance and operations. Currently serving as the Lead Investment Analyst for SMA Operations at Nuveen, a TIAA company, Chase has expertise in trade processing, portfolio management, and discrepancy resolution within internal accounts. Previous roles include Trade Processing/Analysis at COR Clearing LLC, where Chase managed trade break reports and supported client transactions, and Financial Representative at Ramsey Financial Services, where outstanding customer service contributed to agency accolades. Additional experience spans operations at Merrill Edge, educational roles in teaching, and political campaign management. Chase holds a Bachelor of Business Administration from Southern Illinois University Edwardsville.
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