Chase Freund
Leawood,KS
Summary
Analytical professional with expertise in business analytics, finance, and real estate. Skilled in data analysis, financial modeling, and market evaluation. Seeking a role in data or financial analysis to leverage insights and drive decision-making.
Overview
6
6
years of professional experience
Work History
Real Estate Agent
United Real Estate | New Western
03.2023 - Current
- Analyzed market trends and investment opportunities, building a network of 500+ investors and selling over 20+ homes in the year.
- Conducted property portfolio evaluations and developed comparative market analyses to estimate values.
- Recruited landlords to expand property management portfolios and delivered actionable insights for investment decisions.
Underwriter
New York Life Insurance Co
04.2020 - 02.2023
- Applied data analytics tools to price insurance policies and identify actionable customer insights.
- Assessed risk levels by reviewing organizational data, industry profiles, and employee demographics.
- Managed a profitable portfolio, ensuring alignment with company's underwriting policies and objectives.
Processor for Health Benefit Administration
Businessolver
06.2019 - 12.2020
- Conducted dependent verifications for large corporate clients, ensuring compliance with benefit policies.
- Assisted with benefits administration for client employees using Excel and proprietary software.
- Streamlined data organization processes to enhance efficiency and accuracy.
Education
BBA - Business Analytics
The University of Iowa
Iowa City, IA05.2021
BBA - Finance
University of Iowa
Iowa City, IA05-2021
Certificate - Risk Management & Insurance
University of Iowa
Iowa City, IA05-2021
Skills
- Data Analysis Tools: Advanced Excel (pivot tables, VLOOKUP, macros), Access, SQL, Tableau, Power BI
- Programming: Python (data analysis libraries: pandas, NumPy, matplotlib)
- Financial Analysis: Financial modeling, valuation, investment analysis, risk assessment
- Other Skills: Market research, data visualization, decision-making, interpersonal communication
Timeline
Real Estate Agent
United Real Estate | New Western
03.2023 - Current
Underwriter
New York Life Insurance Co
04.2020 - 02.2023
Processor for Health Benefit Administration
Businessolver
06.2019 - 12.2020
BBA - Finance
University of Iowa
BBA - Business Analytics
The University of Iowa
Certificate - Risk Management & Insurance
University of Iowa
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