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Joe Schultz Location
Mahopac, NY, US
Joe Schultz Work
Head - Strategic Partnerships @ (September 2025 - Present)
Global Head - Partnerships and Alliances @ Hazeltree (January 2024 - June 2025)
Partner and COO and CFO @ (January 2020 - November 2023)
Partner and COO and CCO @ (December 2010 - December 2019)
Partner and COO @ (February 2004 - November 2010)
Vice President and Assistant Vice President @ (April 2000 - February 2004)
Assistant Vice President Operations @ (May 1997 - April 2000)
Derivative Auction Analyst (Corporate Trust) @ The Bank of New York, NY (January 1996 - May 1997)
Accounting @ (April 1995 - January 1996)
Joe Schultz Education
Baruch College
Bachelor of Business Administration - BBA (Finance, General)
1995
Joe Schultz Skills
Accounting
Administration
Anti Money Laundering
Audit
Business
Business Administration
Business Relationship Management
CFTC
Compliance
Corporate Trust
Finance
Financial Reporting
Financial Services
Gold
Infrastructure Design
Internal Control Implementation
Internal Controls Design
KYC
Leadership
Management
Partner Relationship Management
Planning
Quantitative Finance
Regulations
Reporting
SEC
Strategic Initiative Management
Strategy
Trusts
Joe Schultz Summary
Joe Schultz, based in Mahopac, NY, US, is currently a Head - Strategic Partnerships at Juniper Square. Joe Schultz brings experience from previous roles at Hazeltree , GILDED, SummerHaven Investment Management and Basso Capital Management L.P.. Joe Schultz holds a Bachelor of Business Administration - BBA in Finance, General @ Baruch College. With a robust skill set that includes Accounting, Administration, Anti Money Laundering, Audit, Business and more.
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