Chase Mayer

Assistant Vice President @LPL Financial

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Assistant Vice President @LPL Financial

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Fort Mill, SC, US

Contribute to firm-wide strategic planning initiatives focused on expanding LPL’s advisory platforms, helping to shape long-term vision and secure funding to position the firm as a leader in wealth management- Collaborated with cross-functional leadership teams to prioritize and drive innovation efforts, aligning platform development with advisors and client needs to enhance competitiveness and scalability.

EDUCATION

2014 — 2018

University of Georgia - Terry College of Business

Bachelor of Business Administration - BBA, Finance, General

ABOUT CHASE MAYER

Ambitious, enthusiastic, and driven individual interested in pursuing an opportunity in investment research & analysis to develop a further understanding behind the various methods of company valuation and how they apply to asset management strategies. Adept in collecting & analyzing data, complex problem solving, and working in a diverse, fast-paced environment. Responsible, organized, and efficient, with a proven ability to multi-task to meet tight deadlines. Eager to expand my knowledge and skills in my next challenge and be an immediate value-add to any team.

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Chase Mayer — Assistant Vice President at LPL Financial in Charlotte, NC, US | Unifers