Patrick Chase
Executive Director of Enterprise Applications at Fiducient Advisors | West Simsbury, Connecticut, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Patrick Chase serves as the Executive Director of Enterprise Applications at Fiducient Advisors, where he plays a pivotal role in harnessing technology and data to drive business success and enhance client service. With a robust background in project management, data analysis, and investment performance measurement, Patrick leads two critical teams: the IT/Data team and the Data Operations team. The IT/Data team is responsible for managing all company systems and data sources, ensuring that technology infrastructure aligns seamlessly with business objectives. Meanwhile, the Data Operations team focuses on the meticulous management of client investment reporting data, guaranteeing that investment performance reporting is both timely and accurate.
Patrick's expertise in process improvement and automation is instrumental in streamlining operations within the wealth and asset management sectors. His strategic approach to project management allows him to oversee key initiatives that optimize workflows and enhance data integrity, ultimately contributing to better decision-making and client satisfaction. With a keen eye for business analysis, Patrick identifies opportunities for innovation and efficiency, leveraging advanced technologies to automate processes that were once manual and time-consuming.
In an industry where precision and reliability are paramount, Patrick's commitment to excellence ensures that Fiducient Advisors remains at the forefront of financial services. His leadership not only fosters a culture of collaboration and continuous improvement but also positions the firm to adapt swiftly to the evolving landscape of investment management. Through his efforts, Patrick is not just managing data; he is transforming it into actionable insights that empower clients and drive business growth.
Executive Director of Enterprise Applications at Fiducient Advisors in September 2020 to Present
Director of Technology and Performance Monitoring at Fiduciary Investment Advisors, LLC in December 2014 to September 2020
Performance and Operations Analyst at Fiduciary Investment Advisors, LLC in January 2014 to December 2014
Project Manager at SS&C Technologies in June 2012 to December 2013
Director of Operations at Modera Wealth Management in April 2010 to May 2012
Project Manager at The Mason Companies in August 2003 to May 2010
Investment Analyst at The Mason Companies in May 2001 to May 2005
Brokerage Operations Assistant at The Mason Companies in May 2000 to May 2001
See more
See less
Data Architecture
Process Improvement
Investments
Business Process Improvement
Data Analysis
Wealth Management
Asset Management
Project Management
Automation
Investment Management
Financial Services
Business Analysis
Analysis
Asset Managment
Asset Allocation
See more
See less
Discover more about Fiducient AdvisorsWhat is Patrick Chase email address?
Email Patrick Chase at [email protected] and [email protected]. This email is the most updated Patrick Chase email found in 2026.
What is Patrick Chase phone number?
Patrick Chase phone number is +15867740091 and +18606977410.
How to contact Patrick Chase?
To contact Patrick Chase send an email to [email protected] or [email protected]. If you want to call Patrick Chase try calling on +15867740091 and +18606977410. (updated on October 29, 2024)
What company does Patrick Chase work for?
Patrick Chase works for Fiducient Advisors
What is Patrick Chase's role at Fiducient Advisors?
Patrick Chase is Executive Director of Enterprise Applications
What industry does Patrick Chase work in?
Patrick Chase works in the Financial Services industry.
Patrick Chase Email Addresses
Patrick Chase Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Patrick Chase
Director of Community and Economic Development at Southeast TN Development District
National Account Executive at Shepard Exposition Services
Vice President of Sales: E-Tailing, Domestic and International Wholesalers at School Specialty, Inc.
Furniture Designer. Drafter at Jakobe Furniture
Regional Vice President at Bon Appétit Management Company
Principal (MCoE Global Data & AI Solution Lead) at Slalom
Sales Account Manager at AnA Sourcing LLC
Vice President Business Development at Kent City Plastics / REO Container
VP Sales & Business Development at Healthcare Staffing Professionals Inc.
Program Manager at Tata Consultancy Services
Owner at Ideal Athlete
self employed at Writer
Club Member at District 6 Toastmasters
Realtor at Coldwell Banker Residential Brokerage
CEO at MelZmusic
Vice President at Mediagistic
Management Consultant at Accenture
Deputy General Counsel at Matrix Service Company
Internal Audit Director at Citi
Retirement at Career Break
Show more
Show less