Chase Payne

Wealth Manager; Series *, **

Life Accident & Health CA Insurance #0L87565

CalBRE# 02040079

ac2ea6@r.postjobfree.com

801-***-****

Work Experience

LPL Financial Sherman Oaks, CA

Wealth Manager

• Co-Manage over 120 million in assets under management

• Perform portfolio analysis, through research and meeting with wholesalers, and provide recommendations for changes

• Prospecting acquisition opportunities and new clients

• Provide service to current clients and make any necessary changes

Designations

- Series 7, 66 and Life Accident and Health

- CalBRE# 02040079

GPS Capital Markets Salt Lake City, UT

Intern (Sales and Trade)

• Performed currency trades for clients at opportune moments by actively watching the FX market

• Reached out to companies with foreign exchange exposures and provided solutions for their business

• Managed exposure for companies with up to $10,000,000 in foreign exchange Student Investment Fund

Analyst

• Managed a $375,000 portfolio of exchange-listed equities

• Achieved above market returns during investment period Sorenson Global Impact Investing Center Salt Lake City, UT Associate

• Performed due diligence and deal screens for start-up companies and potential investments

• Recommended investment of $500,000 in micro-solar energy company SmartCity College Brisbane, Queensland Australia

Senior Sales Representative

• Increased sales in each region worked

• Trained other Sales Representatives and Lead Generators for success Payne Landscaping Salt Lake City, UT

Owner

• Managed over 100 accounts and 20 employees

• Doubled customer clientele through managerial skills Church Organization Belo Horizionte, Minas Gerais Brazil Zone Leader

• Trained 20 fellow representatives serving as a Zone Leader, Trainer and District Leader

• Provided community services through building homes and teaching English Education

University of Utah, David Eccles School of Business Salt Lake City, UT Bachelor of Science, Double major in Honors Finance and Entrepreneurship and minor in Portuguese May 2015 Honors and Awards

• Cumulative GPA: 3.67

• Recipient of the Les and Reva Olsen Memorial $10,000 Scholarship

• Dean’s list (all semesters)

• National Honors Society of Leadership, Sigma Alpha Pi

• Phi Eta Sigma National Honor Society Award

Brigham Young University, General Education Laie, HI Cumulative GPA 3.90 April 2012- August 20

Leadership and Volunteer

The University of Utah ALPFA Chapter Salt Lake City, UT Finance Director

• Constructed and maintained a budget

• Billed and reimbursed all expenses for the club

Associated Students of the University of Utah (ASUU) Salt Lake City, UT Financial Manager for the Non-Traditional Student Outreach Board

• Planned and maintained a $8,000 budget

ILKB Kick Boxing Coach and Sales Representative Fountain Valley, CA Coach and Senior Sales Rep

• Sold over 80 memberships in 2 months

• Maintained highest closing ratio on the team

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