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James Schukal Location
Saratoga Springs, NY, US
James Schukal Work
2022 -now Executive Director @
2007 -2022 Senior Vice President @
2004 -2006 Global Portfolio Management Group @
2001 -2003 Senior Associate, Private Client Group @
1996 -2000 Account Manager @
James Schukal Education
Pace University - Lubin School of Business
MBA (Financial Management)
2000-2004
University at Albany
BA (English, Business Minor)
1992-1996
James Schukal Skills
Investment Advisory
Equities
Portfolio Management
Management
Account Management
Wealth Management
High Net Worth Individuals
Mergers and Acquisitions
Due Diligence
Finance
Financial Planning
Wealth
Financial Management
Leadership
Investments
Alternative Investments
Estate Planning
Series 7
Asset Allocation
Morningstar Direct
Financial Analysis
Hedge Funds
Asset Management
Investment Management
Securities
Financial Services
Investment Strategies
Asset Managment
Managerial Finance
Capital Markets
Strategy
Fixed Income
Equity Research
Strategic Financial Planning
Estate Tax Planning
Valuation
Wealth Management Services
Risk Management
James Schukal Summary
James Schukal, based in Saratoga Springs, NY, US, is currently a Executive Director at Prime Group Holdings, LLC. James Schukal brings experience from previous roles at The Northern Trust Company, AllianceBernstein, Bernstein Global Wealth Management and Ikon Office Solutions. James Schukal holds a 2000 - 2004 MBA in Financial Management @ Pace University - Lubin School of Business. With a robust skill set that includes Investment Advisory, Equities, Portfolio Management, Management, Account Management and more. James Schukal has 2 emails and 2 mobile phone numbers on RocketReach.
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