Jason Schultz is a qualified professional, working in Financial Industry Regulatory Authority (Finra) as a Principal Examiner from 2020. This person gained professional experience in more than six positions at various companies. Jason Schultz went to the Northern Illinois University and received education from 1995 to 2000. Chicago, Illinois is the city, where this professional was known to settle. This professional's email address and phone can be accessed through Connexy by request.
Name variants:
Jayson Schultz,
Jay Schultz
Contact Information
Last Update
Jun 23, 2022
Email
je**@aol.com
Location
Chicago, IL
Workplace
Colleagues
Work History
Finra Financial Examiner
Examine financial industry firms for applicable self-regulatory organization rule compliance as well as compliance with federal securities industry regulations, analyzing firm calculations, ...
Jan 2016 — Sep 2016
Client Operations Analyst
303 west Madison St SUITE 600, Chicago, IL 60606
Implemented new client entities and relationships, coordinated with internal and external client service providers, interpreted powers and obligations of entities and authorized parties, imp...
Nov 2009 — Jan 2016
Senior Portfolio Administrator
Acted as primary liaison with fund transfer agent and custodian for two of the UBS fund families processing significant trade activity daily, performed due diligence examinations with servic...
Dec 2004 — Apr 2009
Senior Fund Accountant
50 south La Salle St, Chicago, IL 60603
Worked extensively with sensitive client relationships, provided daily net asset valuations (NAVs), analyzed asset prices within complex tiered pooled investment vehicles, liased with intern...
Jun 2002 — Dec 2004
Fund Accountant
50 south La Salle St, Chicago, IL 60603
Provided daily investment valuations within complex and substantial 401(k) retirement trusts with frequent client communication, provided accurate and timely periodic reporting, and successf...
Dec 2000 — May 2002
Education
1995 — 2000
1994 — 1995
Occupations
Professor
School Principal
Examiner
Accountant
Finance and Accounting Specialist
School Administrator
Educational Manager
Inspector
Accounting Bookkeeper
Bookkeeper
Skills
Mutual Funds
Trading
Financial Analysis
Asset Management
Leadership
Equities
Fixed Income
Alternative Investments
Microsoft Office
Regulatory Compliance
Anti Money Laundering
Market Regulation
Regulatory Capital
Market Risk
Financial Risk
Operational Due Diligence
Project Management
Procedural Development
Procedural Documentation
Process Improvement
Productivity Improvement
Portfolio Implementation
Customer Service
Interpersonal Skills
Interpersonal Communication
Investment Strategy Compliance
Etfs
Equity Trading
Fx Trading
Fund Accounting
Sensitive Issues
401K
Fee Analysis
Sungard Invest One
Global Investment Manager Ii
Sensitive Client Retention
Customer Retention
FAQs about Jason Schultz
What's the profession of Jason Schultz?
This professional's job is Principal Examiner
What jobs is Jason Schultz proficient at at?
Jason Schultz is a professional Professor and School Principal jobs.
Where does Jason Schultz currently live?
The professional lives in Chicago, Illinois.
What is Jason Schultz's email?
Jason's email is je**@aol.com.
How many companies did Jason Schultz work at?
Jason Schultz worked at six jobs.
Where has Jason Schultz studied?
Jason studied at the Northern Illinois University from 1995 to 2000.
Are there any professional industries, that Jason Schultz is connected to?
Jason Schultz works in Financial Services industry.
What are special skills of Jason Schultz?
This professional has skills in the following areas: Mutual Funds, Trading, Financial Analysis, Asset Management, Leadership, Equities, Fixed Income, Alternative Investments, and Microsoft Office.