Where Are They Now: 2022 Student Scholar Chase Burton
Chase Burton
Community Engagement Manager, Stackwell Capital
In this podcast, Chase Burton shares how attending the conference transformed his career path in finance, leadership and community engagement. He discusses overcoming personal challenges, building professional networks, and leading impactful financial literacy initiatives. The episode highlights Chase’s journey from student to community manager, emphasizing the value of empathy, collaboration and the PRIMA student scholarship in shaping his success and inspiring others in risk management and finance.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Chase Burton
Community Engagement Manager, Stackwell Capital
Summary of Qualifications
-Manage customer experience operations, including escalation frameworks, Zendesk ticketing, and PartnerHero support team alignment.
-Design, test, and implement SQL-based reporting dashboards to monitor onboarding, program performance, and trade operations across 5+ core business functions.
-Collaborate with Product and Engineering teams to troubleshoot identity verification, deposits/withdrawals, and trade operations, reducing errors by 30%+.
-Support marketing and community engagement campaigns through ambassador programs, events, and in-app content.
Responsibilities
Lead end-to-end program execution for corporate and university partnerships (HBCUs, Entergy, Hampton University, NBA teams), onboarding over 1,500+ new investors.
Manage customer experience operations, including escalation frameworks, Zendesk ticketing, and PartnerHero support team alignment.
Design, test, and implement SQL-based reporting dashboards to monitor onboarding, program performance, and trade operations across 5+ core business functions.
Collaborate with Product and Engineering teams to troubleshoot identity verification, deposits/withdrawals, and trade operations, reducing errors by 30%+.
Support marketing and community engagement campaigns through ambassador programs, events, and in-app content.
Business Experience
Improved onboarding funnel by reducing failed account verification by 25%, resulting in higher activation rates.
Created escalation processes that cut customer ticket resolution time by 40% and boosted CSAT.
Built analytics dashboards in Redshift/SQL that informed executive reporting and decision-making.
Delivered educational and financial wellness programming to 1,500+ students and community participants through national partnerships.
Supported partnership pipeline development by producing case studies, ambassador stories, and client-facing materials to showcase impact.
Education
Georgetown University – McDonough School of Business | Master of Science in Management
Morehouse College | Bachelor of Arts in Finance (Graduated early in 3 years as Outstanding Finance Graduate, Bank of America Scholar, and full athletic scholarship recipient)
