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Jeff Schulze Location
New York, NY, US
Jeff Schulze Work
Head of Economic and Market Strategy @ (June 2023 - Present)
Investment Strategist @ (January 2017 - Present)
Senior Portfolio Specialist @ (November 2014 - December 2016)
Portfolio Specialist @ (October 2012 - November 2014)
Retirement Platform Consultant @ (October 2009 - October 2012)
Retirement Plan Specialist @ (January 2006 - October 2009)
Jeff Schulze Education
Rutgers, The State University of New Jersey-New Brunswick
Finance
2002-2005
Jeff Schulze Skills
Mutual Funds
Series 7
Equities
Investments
Asset Management
Asset Allocation
Series 63
Fixed Income
Investment Strategies
Wealth Management
Retirement Planning
Alternative Investments
Portfolio Management
Social Media Marketing
Management
Financial Analysis
Strategy
Leadership
Project Management
Strategic Planning
Microsoft Office
Jeff Schulze Summary
Jeff Schulze, based in New York, NY, US, is currently a Head of Economic and Market Strategy at ClearBridge Investments. Jeff Schulze brings experience from previous roles at ClearBridge Investments, Lord, Abbett & Co. LLC and Lord Abbett. Jeff Schulze holds a 2002 - 2005 Finance @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Mutual Funds, Series 7, Equities, Investments, Asset Management and more. Jeff Schulze has 2 emails and 1 mobile phone numbers on RocketReach.
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