Chase W. Montgomery

• Reference Person: Jennifer Hatton, Senior ESG Associate: (617) 968-8689; Jane White, CEO: (781) 405-8633
• Revised company policies to align with industry leading ESG standards, ensuring robust integration of sustainability principles across investment processes
• Successfully liaised with Portfolio Managers to facilitate comprehensive proxy vote research, fostering informed decision-making and alignment with ESG objectives (ISS Proxy Exchange)
• Stayed at the forefront of sustainable finance by closely monitoring and understanding SFDR (Sustainable Finance Disclosure Regulation) and EU regulations, understanding and ensuring the firm's adherence to evolving sustainability guidelines
• Conducted an in-depth equity research project on NXT (NEXTracker), analyzing ESG factors influencing the company's performance and providing actionable insights for informed investment decisions
• Assisted in establishing a cross-functional ESG task force, streamlining the data collection process for individual company ESG reports, significantly reducing report generation time
• Developed detailed ESG reports for individual portfolio companies, offering a holistic view of their sustainability practices and assisting in identifying areas for improvement
• Led the creation of 2023 ESG report for the company's Article 8 fund, 'Future Pathways,' ensuring compliance with regulatory requirements and enhancing transparency for investors (to be released in 2024)

• Reference Person: Andrea Montgomery: (704) 593-1010
• Spearheaded the coordination and execution of a wide range of events, from small private parties to large corporate gatherings, ensuring seamless operations and client satisfaction
• Developed and maintained strong relationships with clients, understanding their unique event requirements, and providing tailored solutions to meet their needs
• Managed the inventory of bounce houses, inflatable games, and other event equipment, ensuring optimal availability and functionality for all events
• Trained and supervised event staff, fostering a positive and collaborative work environment, and ensuring high-quality service delivery
• Implemented orders and managed event logistics, delivering and setup of interactive entertainment elements for over 500 events

Participated in the Wall Street Diversity Accelerator (WSDA) internship program, a comprehensive initiative designed to introduce rising sophomores and juniors from underrepresented communities to career possibilities in financial services.

• Engaged in Financial Statement Analysis and Basic Equity Analysis to develop foundational skills in financial services.
• Participated in the WSDA Virtual Equity Curriculum from May 28 to June 28, 2024, including my involvement company investment and research meetings with Granahan Investment Management.
• Attended the WSDA Boot Camp, a week-long program providing an overview of valuable equity research resources and fostering familiarity with financial statements. Collaborated with Analysts and Investment Managers from partnered asset managers.
• Contributed to the Lunch & Learn speaker series, engaging with successful investment and business professionals alongside fellow interns twice a week to explore networking and investment topics.
• Actively participated in weekly Peer Group Meetups, sharing ideas, questions, and thoughts with other WSDA interns in assigned small groups.

• Reference Person: Nick Jorritsma, Owner: (508) 353-2951
• Managed the periodic procurement process, ensuring optimal inventory levels to meet customer demand and minimize stockouts
• Responsible for independently closing the store, including cash management, securing premises, and performing end-of-day reconciliations
• Handled customer inquiries, concerns, and transactions with a focus on delivering timely, exceptional service, resulting in high customer satisfaction and loyalty

• Successfully obtained a life insurance license in North Carolina, demonstrating a commitment to professional development and industry compliance
• Participated in industry conferences and workshops to stay informed about emerging trends
• Conducted product presentations to potential clients, effectively communicating the value proposition of life insurance products and addressing client concerns to facilitate sales closures.

• Reference Person: Bob Farnum (704) 505-9724
• Executed residential and commercial moves, loading and unloading furniture and belongings with a focus on efficiency, safety, and attention to detail
• Thrived in physically demanding environments, particularly in the hot weather of North Carolina, demonstrating resilience and maintaining a positive attitude to ensure successful completion of tasks
• Interacted professionally with clients, addressing concerns, providing updates, and ensuring a high level of customer satisfaction throughout the moving process
• Loaded/unloaded furniture and appliances, provided guidance to less experienced employees, and contributed to the efficient handling of cargo while ensuring the safety of on-site personnel

• Reference Person: Jessica, Supervisor: (617) 283-1837
• Conducted regular audits of pricing and signage, identifying discrepancies and implementing corrective actions to maintain pricing accuracy and compliance
• Collaborated with store management and other departments to address inventory challenges, streamline stocking processes, and improve overall store efficiency
• Managed heavy weight stocking operations, including the movement and organization of large and bulky merchandise, ensuring compliance with safety protocols and company standards

• Reference Person: John Moran, Owner: (781) 433-2679
• Managed the processing, sorting, and timely distribution of incoming packages, ensuring accuracy in matching shipments with delivery orders
• Assisted customers with inquiries, provided information on shipping options, and ensured a positive customer experience during package drop-off and pick-up

• Assisted welders in the fabrication of corrugated steel pipes by preparing materials, setting up welding equipment, and ensuring a smooth workflow
• Operated forklifts to transport raw materials, finished products, and tools within the manufacturing facility, optimizing logistical processes and minimizing downtime
• Adapted to varying work demands and collaborated with team members to meet production deadlines.

• Conducted direct sales of high-quality cutlery and kitchenware, consistently exceeding sales targets through effective product knowledge and persuasive communication
• Built and maintained strong client relationships through personalized follow-ups, exceptional customer service, and after-sales support
• Successfully exceeded sales targets, generating over $7,000 in cutlery sales through a combination of effective communication, product knowledge, and persuasive selling techniques.

• Collaborated with team members to implement COVID-19 safety measures, including social distancing, sanitization, and mask enforcement
• Assisted with stock replenishment, ensuring shelves were well-stocked and organized to meet customer demand during peak shopping times
• Maintained a positive and calm demeanor in a fast-paced and high-pressure environment, contributing to a supportive team atmosphere
• Maintained a well-stocked and organized checkout area, replenishing merchandise as needed to meet customer demand
• Ensured store shelves were stocked with correct merchandise, managed stockroom shelves by organizing, arranging, and categorizing the items, and tracked inventory levels to prevent overstock or understock.