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James Schukal Location
Saratoga Springs, NY, US
James Schukal Work
Co-President, Capital Solutions @ (September 2022 - Present)
Senior Vice President @ (January 2007 - September 2022)
Global Portfolio Management Group @ (January 2004 - August 2006)
Senior Associate, Private Client Group @ (February 2001 - December 2003)
Account Manager @ (October 1996 - March 2000)
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
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Capital Markets
Due Diligence
Equities
Estate Planning
Estate Tax Planning
Finance
Financial Analysis
Financial Management
Financial Planning
Financial Services
Fixed Income
Hedge Funds
High Net Worth Individuals
Investment Advisory
Investment Management
Investment Strategies
Investments
Management
Managerial Finance
Portfolio Management
Risk Management
Strategic Financial Planning
Valuation
Wealth
Wealth Management
Wealth Management Services
Account Management
Mergers and Acquisitions
Leadership
Series 7
Morningstar Direct
Securities
Strategy
Equity Research
James Schukal Summary
James Schukal, based in Saratoga Springs, NY, US, is currently a Co-President, Capital Solutions 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 Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets and more. James Schukal has 1 emails and 2 mobile phone numbers on RocketReach.
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