Matt Schulz Email & Phone Number
Portfolio Management and Research Analyst - Associate Director @ Heck Capital Advisors
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Matt Schulz Location
- Menomonee Falls, WI, US
Matt Schulz Work
- 2024 -now Portfolio Management and Research Analyst - Associate Director @
- 2024 -2024 VP of Business Development @
- 2019 -2023 Institutional Consultant Relationship Manager @
- 2015 -2019 Associate Regional Director @ Wells Fargo Asset Management
- 2014 -2015 Financial Representative @ Northwestern Mutual
- 2012 -2014 Registered Representative @ AXA Advisors
Matt Schulz Education
- Washington University in St. Louis
Masters of Business Administration (Finance, Administration)
2012-2015 - Marquette University
Bachelor's of Science in Business Administration (Finance, Accounting, Administration)
2008-2012 - St. Louis Priory 2002-2008
Matt Schulz Skills
- Series 7
- Separately Managed Accounts
- Long Term Care Insurance
- Disability Insurance
- Nonprofits
- Retirement Planning
- Technical Support
- Network Administration
- Business Development
- Network Security
- Networking
- Troubleshooting
- Servers
- Information Management
- Information Technology
- Software Installation
- Mobile Devices
- Microsoft Exchange
- Windows Server
- Information Security
- Analysis
- SQL
- Management
- Microsoft Office
- Data Analysis
- Computer Security
- Macintosh Os X and Ios
- Database Administration
- System Administration
Matt Schulz Summary
- Matt Schulz, based in Menomonee Falls, WI, US, is currently a Portfolio Management and Research Analyst - Associate Director at Heck Capital Advisors. Matt Schulz brings experience from previous roles at AQR Capital Management, Allspring Global Investments, Wells Fargo Asset Management and Northwestern Mutual. Matt Schulz holds a 2012 - 2015 Masters of Business Administration in Finance, Administration @ Washington University in St. Louis. With a robust skill set that includes Series 7, Separately Managed Accounts, Long Term Care Insurance, Disability Insurance, Nonprofits and more. Matt Schulz has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Heck Capital Advisors Employees
Matt Schulz
Portfolio Management and Research Analyst - Associate Director
Menomonee Falls, WI, US
Dawn Laning
Associate Director of Operations and Trust Compliance
Green Bay, WI, US
Donna Blamberg
Director - Operations
Rhinelander, WI, US
Kenneth Heck
Chief Financial Officer and Senior Director
Rhinelander, WI, US
Connor Showalter
Retirment Advisor and Institutional Advisor
Rhinelander, WI, US
Otona Lavender
Executive Client Service and Associate Director
Rhinelander, WI, US
Stevie Radzinski
Executive Client Service - Director
Rhinelander, WI, US
John Reinthaler
Senior Director - Client Relationships
Rhinelander, WI, US
John Moore
Director of Consulting
Milwaukee, WI, US
Derek Bartle
Managing Director
Milwaukee, WI, US
Effie Frank
Client Service Associate
Milwaukee, WI, US
Sam Brettingen
Wealth Advisor and Financial Planning Senior Associate
Milwaukee, WI, US
Marcy Cook
Senior Associate
Rhinelander, WI, US
Sam Rufer
Trading and Investment Analyst and Senior Associate
Milwaukee, WI, US
Kendra Glebke
Client Services
Rhinelander, WI, US
Abigail Edmonds
Senior Client Service Associate
Milwaukee, WI, US
TJ Manteufel
Wealth Advisor and Financial Planning Associate
Milwaukee, WI, US
Jack Wasserman
Investment Analyst
Madison, WI, US
Ken Heck
Chief Financial Officer and Senior Director of Portfolio Management
Rhinelander, WI, US
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