Nick Paytas Email & Phone Number
Director, Portfolio Construction Solutions @ Charles Schwab
5 free lookup(s).
Nick Paytas Location
- Austin, TX, US
Nick Paytas Work
- 2022 - now Director, Portfolio Construction Solutions @
- 2021 - 2022 Director, Retirement Income @
- 2020 - 2021 Director, Asset Management Integration @
- 2019 - 2020 Director, Asset Management Strategy @
- 2018 - 2019 Director, CSIM Strategy and Product Development @
- 2015 - 2018 Senior Manager, CSIM Strategy and Product Development @
- 2011 - 2015 Manager of Portfolio Strategy and Markets, Research and Investment Solutions @
- 2005 - 2011 Portfolio Manager @ Diversified Strategic Investments
Nick Paytas Education
- Colorado State University
Master of Business Administration (M.B.A.) (Certificate of Finance)
2012 - 2014 - University of San Diego
Bachelor of Business Administration (Emphasis in Finance & Real Estate)
2003 - 2007
Nick Paytas Skills
- Strategy
- Strategic Planning
- Business Strategy
- Distribution Strategies
- Product Strategy
- Product Development
- Pricing Strategy
- Acquisition Integration
- Strategic Leadership
- Cross-functional Team Leadership
- Team Leadership
- Leadership
- Strategic Thinking
- Relationship Building
- Executive-level Communication
- Executive Presentation Skills
- Asset Management
- Investment Management
- Financial Services
- Investment Portfolios
- Asset Allocation
- Investments
- Investment Strategies
- Portfolio Management
- Alternative Investments
- FINRA
- Equities
- Hedge Funds
- Bloomberg
- Fixed Income
- Fund Of Funds
- Research
- Microsoft Office
- Management
- Marketing Strategy
- Data Analysis
Nick Paytas Summary
- Nick Paytas, based in Austin, TX, US, is currently a Director, Portfolio Construction Solutions at Charles Schwab. Nick Paytas brings experience from previous roles at Charles Schwab and Charles Schwab Investment Management. Nick Paytas holds a 2012 - 2014 Master of Business Administration (M.B.A.) in Certificate of Finance @ Colorado State University. With a robust skill set that includes Strategy, Strategic Planning, Business Strategy, Distribution Strategies, Product Strategy and more. Nick Paytas has 4 emails and 1 mobile phone numbers on RocketReach.
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Others Named Nick Paytas
Nick Paytas
Director, Portfolio Construction Solutions
Austin, TX, US
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