Jason Schuck Email & Phone Number
Chief Financial Officer @ Apella Capital
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Jason Schuck Location
- Simsbury, CT, US
Jason Schuck Work
- Chief Financial Officer @ (April 2024 - Present)
- Director of Finance @ (October 2022 - Present)
- Treasurer, Vice President @ (May 2006 - October 2022)
- Investment Analyst @ Babson Capital Management (May 2005 - May 2006)
- Senior Securities Administrator @ (July 1998 - March 2005)
- Restricted Securities Specialist @ (October 1996 - January 1998)
- Financial Analyst @ (January 1996 - October 1996)
Jason Schuck Education
- Central Connecticut State University
Bachelor of Science (BS) (Finance)
- Isenberg School of Management, UMass Amherst
Master of Business Administration (MBA)
Jason Schuck Skills
- Microsoft Excel
- Microsoft Word
- Financial Structuring
- Strategic Planning
- Process Improvement
- Sales
- Customer Service
- Financial Analysis
- Financial Reporting
- Cash Management
- Auditing
- Compliance
- Project Management
- Leadership
- Problem Analysis
- Team Building
- Business Efficiency
- Investments
- Financial Audits
- Department Budgeting
- Streamlining Process
- Process Redesign
- Cash Flow Forecasting
- Account Reconciliation
- Payroll Services
- Risk Analysis
- Securities Lending
- Financial Regulation
- Management
- Accounting
- Finance
- Asset Management
- Financial Services
- Securities
- Risk Management
- Financial Planning
- Financial Risk
- Equities
- General Ledger
- Internal Audit
- External Audit
- Regulatory Compliance
- Reporting
- Accounts Payable
- Financial Statements
- Corporate Finance
- Operations Management
- Communication
- Financial Statement Auditing
- Business Development
- Business Analysis
- Training
Jason Schuck Summary
- Jason Schuck, based in Simsbury, CT, US, is currently a Chief Financial Officer at Apella Wealth. Jason Schuck brings experience from previous roles at Apella Wealth, St. Germain Investment Management, Babson Capital Management and The Hartford. Jason Schuck holds a Bachelor of Science (BS) in Finance @ Central Connecticut State University. With a robust skill set that includes Microsoft Excel, Microsoft Word, Financial Structuring, Strategic Planning, Process Improvement and more. Jason Schuck has 3 emails and 2 mobile phone numbers on RocketReach.
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