Chase Wietfeld, Associate at Atlantic Private Wealth

Chase Wietfeld

Associate at Atlantic Private Wealth | Raleigh-Durham-Chapel Hill Area, United States

Profile last verified July 2026
Financial Services Verified Profile Raleigh-Durham-Chapel Hill Area, United States University of Nebraska-Lincoln
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Personal Email

***@gmail.com

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Phone Number

402*****

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Chase Wietfeld Socials
Chase Wietfeld Work Experience

Associate at Atlantic Private Wealth in August 2024 - Present

Fixed Income Specialist at D.A. Davidson Companies in March 2021 - June 2024

Group Underwriter at Mutual of Omaha in July 2020 - March 2021

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Associate Underwriter at Mutual of Omaha in August 2019 - July 2020

Superintendent/Finance Intern at Rochford Construction in January 2019 - July 2019

Finance and Accounting Intern at Hudl in December 2017 - September 2018

Client Services Intern at Hudl in August 2017 - December 2017

Online Account Management Intern at Platte Valley Bank in May 2017 - August 2017

Account Contact Associate at Farm Bureau Financial Services in December 2016 - May 2017

Seed Corn Production Internsip at Syngenta in May 2016 - August 2016

Customer Service Representative at Northwest Bank in June 2014 - December 2015

Chase Wietfeld Education

University of Nebraska-Lincoln, Bachelor of Business Administration - BBA, August 2026

University of Nebraska at Omaha, Finance, August 2026

Chase Wietfeld Skills
Liquidity Analysis Trading Project Finance Credit Analysis Workload Prioritization Financial Literacy Self-Management Microsoft Products Statutory Accounting Principles (SAP) Financial Planning Software Investment Modeling Document Preparation Personal Banking Compliance Regulations Interest Rate Risk Management Capital Budgeting Best Execution Private Wealth Management Wealth Management Services Solid Professional Standards Deal Execution Continuing Education Broker-Dealer Compliance Asset-Backed Securities (ABS) Portfolio Performance Analysis Economics High Sense of Urgency Relationship Building Sales Operations Confidentiality S&P Capital IQ Pricing Strategy Pricing Analysis Attention to Detail Marketing Customer Engagement Trade Finance Forecasting Analyze Information Contract Negotiation Trade Support Due Diligence Bloomberg Documentation Critical Thinking Product Analysis Fund Administration Insurance Operations Underwriting Risk Management Fixed Income Technology Financial Operations Investment Policy Fixed Income Trading Fixed-Income Investing Teamwork Time Management Organization Skills Cash Handling Social Media Research Finance Budgeting Strategic Planning Analytical Skills Writing Cash Management Financial Services Accounts Payable Accounts Receivable (AR) Project Management Operations Management Mathematics Computer Literacy Data Entry Restaurant Management Microsoft Office SAP Customer Service Leadership Public Speaking Management Communication Problem Solving Interpersonal Skills Written Communication Customer Support Decision-Making Presentation Skills Facilitation Skilled Multi-tasker Cash Flow Management Deadline Oriented Financial Data Annual Budgets Microsoft Applications Bank Statements General Management Negotiation Financial Modeling
About Chase Wietfeld’s Current Company
Atlantic Private Wealth

Atlantic (formerly PRI) is an Independent SEC Registered Investment Advisor specializing in financial advice, investment management, retirement plan design, insurance and options trading. Founded by math professor Dr. Josef Blass, the firm began with a mission to bring academic style research to the financial marketplace. Since 2002 Atlantic has been led by Andrew Blass who continues that tradition and has since expanded Atlantic to financial planning, advice and insurance. Clients of Atlantic can expect boutique level service from a team dedicated to fiduciary obligation, showing you what’s possible and helping you get there.

Discover more about Atlantic Private Wealth
Chase Wietfeld’s Colleagues
Christopher Thomas

Christopher Thomas

Apex, North Carolina, United States

Partner & Wealth Advisor at Atlantic Private Wealth

Wealth Manager at Atlantic Private Wealth
(May 2021 – Present)

Joey Acquanita

Joey Acquanita

Raleigh-Durham-Chapel Hill Area

Partner & Wealth Advisor

Partner & Wealth Advisor at Atlantic Private Wealth
(Jan 2026 – Present)

William Mann

William Mann

Raleigh-Durham-Chapel Hill Area

Atlantic Private Wealth

Associate at Atlantic Private Wealth
(Jun 2025 – Present)

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Frequently asked questions about Chase Wietfeld

What is Chase Wietfeld email address?

Email Chase Wietfeld at [email protected] and [email protected]. This email is the most updated Chase Wietfeld's email found in 2026.

What is Chase Wietfeld phone number?

Chase Wietfeld phone number is 4023805563 and 4026523549.

How to contact Chase Wietfeld?

To contact Chase Wietfeld send an email to [email protected] or [email protected]. If you want to call Chase Wietfeld try calling on 4023805563 and 4026523549. (updated on July 2026)

What company does Chase Wietfeld work for?

Chase Wietfeld works for Atlantic Private Wealth.

What is Chase Wietfeld's role at Atlantic Private Wealth?

Chase Wietfeld is Associate

What industry does Chase Wietfeld work in?

Chase Wietfeld works in the Financial Services industry.

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