2010 -
now Partner and Business Manager @ Deni Design Detail
2016 -
now Principle @ JSCHUMANN - Investment Research
2014 -
2014 Portfolio Management – SMA Accounts, Client Service Associate with Curt Wilson @
2013 -
2013 Investment Research - SMA Accounts, Financial Planning Analyst with William Kontes @
2009 -
2012 Portfolio Management – SMA Accounts, Lead SMA Client Associate with Carl Gordinier and Damon Slepian @
2003 -
2006 Portfolio Management - Currency Research and Trading, Principle @ Private Fund Investor
John Schumann Education
HBX / Harvard Business School
Core: Credential of Readiness
2015
-
2015
Temple University - Fox School of Business and Management
BBA
2008
-
2011
the Shipley School
Diploma
1998
-
2002
John Schumann Skills
Benchmarking
CRM
Microsoft Office
Schedules
Reports
Microsoft Excel
Indicators
Analysis
Investment Research
Trips
Private Equity
Philadelphia
Research
Currency
Portfolio
Marketing
Investment Strategies
PowerPoint
Market
Merrill Lynch
Advertising
Trading
Risk
New Business Opportunities
Meetings
Chartered Financial Analyst
Trend Analysis
Microsoft Word
Valuation
Algorithms
Investment Policy Statements
HR Management
Internal Audit
Strategic Planning
Prospects
Crystal Reports
Statistics
Client Services
Performance Reviews
Drifting
FINRA
Newsletters
Momentum
Writers
Business Administration
Coordinated
Investments
Salesforce.com
Macro
Fox
Securities
Matlab
Settlement
Microsoft Access
Econometrics
Wealth Management
Portfolio Management
Insurance Planning
Asset Allocation
Bloomberg
Due Diligence
Black Box Testing
Capital
Leadership Experience
Private Placements
Delta
Finance
Alternative Investments
Asset Management
Equities
Risk Management
Human Resources
Capital IQ
Intermarket Analysis
Investment Performance
Separately Managed Accounts
Risk Analysis
Mergers and Acquisitions
Project Management
Offshore Investments
Trading Strategies
Data Reconciliation
Negotiation
Financial Reporting
Collaborative Problem Solving
Collaborative Leadership
Unified Managed Accounts
John Schumann Summary
John Schumann, based in Philadelphia, PA, US, is currently a Partner and Business Manager at Deni Design Detail. John Schumann brings experience from previous roles at JSCHUMANN - Investment Research, UBS, Boenning & Scattergood, Inc. and Merrill Lynch. John Schumann holds a 2015 - 2015 Core: Credential of Readiness @ HBX / Harvard Business School. With a robust skill set that includes Benchmarking, CRM, Microsoft Office, Schedules, Reports and more. John Schumann has 3 emails and 2 mobile phone numbers on RocketReach.
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