Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Chase Chytraus

Seattle,WA

Summary

Florida State University Alumni with a bachelor's degree in finance. Experienced in providing quality service for both clients and coworkers. Excellent personal skills with a commitment to long-term client relationships and compliance with industry regulations. Seeking a consultant position in financial services to drive client success and contribute to organizational growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Consultant Academy

Charles Schwab & Co
Seattle, WA
09.2023 - Current
  • 1000+ hours between customer service, broker trading, and relationship solutions with Schwab.
  • Knowledgeable in both brokerage and bank-related products.
  • Created solid client rapport with prospective and existing clients.
  • Educated clients on capital markets and details about their portfolios.

Financial Consultant Intern

Charles Schwab & Co
Seattle, WA
05.2022 - 07.2022
  • Shadowed with financial and investment consultants to learn more about consulting and relationship practices.
  • Provided assistance to Client Relationship Specialists at the front desk.
  • Experience with working in sales and financial planning.

Server/Head Bartender

Hilton
Del Mar, CA
02.2019 - 06.2021
  • Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.
  • Communicated with hosts, bussers and kitchen staff to prepare for and serve customers.
  • Recommended food and drinks to patrons based on preference, pairings and special promotions.

Education

Bachelor of Science - Finance

Florida State University
Tallahassee, FL
07-2023

Skills

  • Investment advice
  • Planning for retirement
  • Stock market expertise
  • Lead Generation
  • Pipeline Management
  • Sales follow-up
  • Client Relations

Certification

  • Series 66
  • Series 7

Accomplishments

  • Graduate of the Schwab Financial Consultant Academy
  • Graduate of the Schwab Intern Academy
  • Trained in Charles Schwab & Co. related products and solutions

Timeline

Financial Consultant Academy

Charles Schwab & Co
09.2023 - Current

Financial Consultant Intern

Charles Schwab & Co
05.2022 - 07.2022

Server/Head Bartender

Hilton
02.2019 - 06.2021

Bachelor of Science - Finance

Florida State University

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Chase Chytraus