Martha H Schuman is a skilled expert, who works in Community Capital Management, Inc main office of which is in 632. as a Senior Client Portfolio Manager since 2019. Martha gained professional experience in more than six positions at various companies. Martha H Schuman went to the Pepperdine Graziadio Business School and got education. This professional has these qualifications: Series 7, Series 63, and Series 65. Fillmore, Missouri is the area, where the professional was known to live. Martha's contacts can be accessed through Connexy on demand.
Name variants:
Marta Schuman,
Marty Schuman,
Martie Schuman,
Mat Schuman,
Mattie Schuman,
Matty Schuman,
Pat Schuman,
Pattie Schuman,
Patty Schuman,
Dolly Schuman,
Moll Schuman,
Molly Schuman,
Patsy Schuman
Contact Information
Last Update
Jul 12, 2022
Email
ma**@yahoo.com, ls**@live.com
Location
Fillmore, MO
Company
Community Capital Management, Inc.
Workplace
Senior Client Portfolio Manager
Work History
Senior Client Portfolio Manager
2500 Weston Rd SUITE 101, Weston, FL 33331
Founded in 1998, Community Capital Management (CCM) is a privately held registered investment management firm headquartered in Ft. Lauderdale with employees in Boston, Charlotte, the New Yor...
from May 2019
Vice President, Western Regional Sales, Public Securities Group- Brookfield Asset Management
New York
Increased sales by 30%
Team led company in Expansion Campaign
Successfully helped sales team transition to Brookfield
from Feb 2018
Director of Sales
HRC Group specializes in bringing investment products and services to the financial industry’s investment advisors, institutions and consultants. Founded in 2003, HRC represents a carefully ...
Oct 2016 — Feb 2018
Vice President, Advisor Sales Western Division
30 Penhallow St, Portsmouth, NH 03801
Responsible for wholesaling ESG/Sustainable mutual funds to RIAs, brokerage firms and independent advisors throughout California, Oregon and Washington state. Focus firms include: Merrill L...
May 2010 — Sep 2016
Regional Vice President
225 Liberty St, New York, NY 10006
Responsible for sales of a full line of investment products throughout Southern California: mutual funds including alternatives and separately managed accounts. Key firms include Morgan Sta...
May 2007 — May 2010
Regional Vice President
51 Madison Ave, New York, NY 10010
Principal Responsibilities: External wholesaler responsible for mutual fund sales to independent advisors in the San Francisco Bay Area.
Key Accomplishments:
Doubled sales in 2 years.
To...
Feb 2005 — May 2007
Occupations
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Executive
Vice President
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Mutual Funds
Asset Management
Alternative Investments
Investment Management
Wealth Management
Retirement Planning
Public Speaking
Territory Development
401 Retirement Savings Plans
Esg/Sustainable Investing