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Work experience

May 2008Present

Business Manager

JPMorgan Chase & Co.

Support Commercial Bank Term Lending (CTL) President, COO, and Market Managers to ensure business goals are successfully met through business development & strategic growth initiatives

(full resume available upon request)

Jun 2007May 2008

Director of Finance

Aeris Direct, LLC

As founding member, worked with CEO and executive team to develop business strategies, assess market opportunity, determine feasibility, actualize value proposition, and target investment

  • Implemented innovative fuel indexed pricing models to eliminate fuel price volatility risk
  • Negotiated key operational partnership with existing FBO (Fixed-Base Operator)
  • Generated and regularly managed comprehensive financial statements
  • Contributed directly to development of business plan and co-led investor road show
  • Created complex financial models and projected pro forma statements for investment funding
Jun 2006Jan 2008

Financial Advisor Associate

UBS Financial Services, Inc.

Invited to join the firm after summer internship due to superior performance - following a rigorous and nationally competitive interview process, was hired into the associate program with a focus on private wealth portfolio management and investment strategy

  • Performed detailed analysis of client portfolios and recommended investment strategies
  • Hosted high net worth client seminars, presenting a range of diverse financial products
Apr 2006Jun 2006

Financial Analyst Intern

Worked closely with accounting team to reconcile international inter-company books

  • Designed spreadsheets and processes to streamline monthly and quarterly account reporting



Strategic finance professional with diverse industry and business development experience. Previously involved with companies of all stages of development, from early-stages of funding to established companies dealing with crisis management and restructuring. Proven ability to develop innovative solutions to complex problems and manage ambiguity with integrity. Extensive experience managing dynamic economic conditions, driving large-scale change, and delivering results. Demonstrated leadership ability, teamwork skills, and entrepreneurial spirit.

Community Involvement

Me Personally

Professional Portfolio

Hobbies & Other Interests

Soccer (GSSL Division 2), Sailing (ASA certified), Cliff Diving, Rock Climbing, Surfing, Swimming, Skydiving, Reading

Community Involvement

  • Volunteer of the Year Award, JPMorgan Chase & Co., 2011
  • President's Volunteer Service Award, White House Council on Service & Civil Participation, 2011
  • Microfinance Consultant, Bankers without Borders - Grameen Foundation, 2012
  • Social Finance Volunteer, Greenside Development Foundation, fall 2011 - present
  • Marketing & Development VolunteerSeattle Children’s Theatre, 2009- fall 2011
  • Good Works Volunteer (Business Mentoring)YMCA, summer 2011
  • Chinese Language Senior Companion Program VolunteerLegacy House, winter 2006


"What has always impressed me about Chad - he can be presented with goals, and is sufficiently self-motivated to take those goals away, assess the situation, pose workable solutions and actualize his own suggestions. Chad has become my preferred sounding board for new marketing ideas, and I have come to rely on his cool rationality and keen insight, always delivered in his laidback, personable style."

Jim Jewell, Marketing Manager, Seattle Children's Theatre

February 13, 2011

“As Director of Finance at Aeris Direct, Chad is doing excellent work in financial planning and analysis. He has consistently resolved complex financial questions with creative solutions. Chad has been a great addition at Aeris, working in team environments and, as needed, also independently. Highly recommended.” 

Andy Wold, President/CFO, United Power Company

January 16, 2010

“Chad is a great asset to our company both in terms of his technical financial analysis skills and his enthusiasm in Aeris Direct. He is a key member of our finance team and never hesitates to step up when needed.” 

Eric Osnes, President/CEO, Aeris Direct

May 8, 2008

“Since joining my team, Chad has been an invaluable employee. With his positive attitude and his desire to learn and build his capabilities he quickly became the one that I could go to when I wanted something done timely and with integrity. His knowledge and experiences are wide, and anything he didn't have a great understanding of, he was the first to ask questions or research on his own.” 

Joe Wagele, Senior Finance Manager, JPMorgan Chase

January 7, 2009


Business Strategy
Chinese (Mandarin) Language
Managing Ambiguity
Financial & Valuation Modeling (Excel)