David Chase

VP U.S. Operations @ PrimaryBid

About David Chase

David Chase serves as the Vice President of U.S. Operations at PrimaryBid, a position he has held since 2022. He previously worked at Citizens Investment Services and Merrill Lynch Wealth Management, accumulating extensive experience in brokerage and operations management.

Current Role at PrimaryBid

David Chase serves as the Vice President of U.S. Operations at PrimaryBid. He has held this position since 2022, contributing to the company's operational strategies and initiatives. His role involves overseeing various aspects of U.S. operations, ensuring efficiency and effectiveness in the company's processes.

Previous Experience at Citizens Investment Services

Before joining PrimaryBid, David Chase worked at Citizens Investment Services as the Head of Brokerage Operations. He held this position from 2017 to 2022, where he managed brokerage operations and played a key role in enhancing operational performance. His tenure lasted for five years and was based in Providence.

Career at Merrill Lynch Wealth Management

David Chase spent 14 years at Merrill Lynch Wealth Management, where he served as Senior Vice President and Group Operations Manager. His time there spanned from 1997 to 2011. In this role, he was responsible for overseeing group operations and implementing operational strategies to improve service delivery.

Education and Academic Background

David Chase earned a Bachelor's degree in Finance from Bryant University, completing his studies from 1993 to 1997. His education provided a strong foundation in financial principles, which he has applied throughout his career in various operational roles within the financial services industry.

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