Summary
Overview
Work History
Education
Skills
Leadership and Activities
Key Accomplishments
Timeline
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Chase Colquitt

The Colony,TX

Summary

Recent business finance graduate seeking full-time employment opportunities. Results-driven individual with a proven track record of delivering high-quality work. Recognized for exceptional communication skills and the ability to collaborate effectively within teams. Committed to achieving organizational goals and providing outstanding service.

Overview

10
10
years of professional experience

Work History

Property Manager

TIX Real Estate, Ltd.
The Colony, TX
07.2023 - Current
  • Worked to maximize profitability of land through efficient maintenance practices and cost-effective property improvements
  • Managed livestock lease program to ensure health and safety of cattle
  • Conducted and executed repairs and improvements to buildings and land

Packaging Associate

Nilco Enterprise
Dallas, Texas
04.2020 - 08.2020
  • Summer job bottling and packaging hand sanitizer for delivery during COVID crisis
  • Operated and monitored bottling machinery, inspected bottles for defects, prepared bottles for shipment
  • Inventory management, team collaboration, and implemented minor adjustments to improve efficiency

Dental Assistant/Surgical Technician

Dr. Jeff Colquitt, DDS, Inc.
Dallas, Texas
06.2017 - 08.2020
  • Summer job assisting with customer service, patient care, surgery procedures, sterilization, and preparations
  • Prepared dental materials such as impression material and cements
  • Provided chair-side assistance during dental procedures, including passing instruments to the dentist and holding suction devices

Cattle Business Owner

Self Employed
Dallas, Texas
02.2016 - 11.2016
  • Created a small business to buy and sell cattle for profit
  • Supervised herd, administered vaccinations, developed feeding program, operated ranch equipment
  • Managed the sale of cattle, negotiated prices, and built relationships with buyers and suppliers

Landscaping Business Owner

Self Employed
Dallas, Texas
05.2015 - 08.2015
  • Created a small business to provide landscaping services
  • Pulled and removed tree landscaping stakes once trees were mature and sold stakes for profit
  • Mowed lawns, bagged leaves, plant care, soil management, and equipment operation
  • Communicated with clients to understand their needs and ensure satisfaction with services

Consumer Investment Specialist Trainee

Bank of America
Fort Worth, TX
01.2025 - Current
  • Study and obtain SIE Series 7, Series 66
  • Currently on severance agreement, 30 day no pay to transition to new Bank of America role

Education

Bachelor of Science in Business Finance -

Penn State University
08-2024

Skills

  • Microsoft Applications (Excel, Word, PowerPoint, Access)
  • Investment Tools and Platforms (Fidelity, Vanguard, Y-Charts, Nitrogen)
  • Entrepreneur
  • Financial analysis
  • Market research
  • Risk assessment
  • Portfolio management
  • Data analysis
  • Strong critical thinking
  • Decision-making
  • Problem-solving abilities

Leadership and Activities

  • Stock and Crypto Portfolio Management (2020 - 2024)
  • Eagle Scout - held various leadership roles over 8 years, attended Wilderness Survival at Philmont, and led a community service project to help improve a local women's security shelter achieving Eagle Scout Award on June 30, 2017

Key Accomplishments

  • Mutual Fund and ETF Challenge Class Champion at Penn State, Spring 2024 - top performance in stock portfolio management
  • Achieved an average annual return of 10% over 4 years by managing a personal investment portfolio
  • Successfully identified and invested in high-growth stocks that outperformed the market
  • Developed and executed a risk management strategy to minimize losses during market downturns
  • Proficient in using technical indicators and chart patterns to predict market movement
  • Eagle Scout Awarded June 20, 2017

Timeline

Consumer Investment Specialist Trainee

Bank of America
01.2025 - Current

Property Manager

TIX Real Estate, Ltd.
07.2023 - Current

Packaging Associate

Nilco Enterprise
04.2020 - 08.2020

Dental Assistant/Surgical Technician

Dr. Jeff Colquitt, DDS, Inc.
06.2017 - 08.2020

Cattle Business Owner

Self Employed
02.2016 - 11.2016

Landscaping Business Owner

Self Employed
05.2015 - 08.2015

Bachelor of Science in Business Finance -

Penn State University
Chase Colquitt