Patrick Schultz Email & Phone Number
Co-Founder | Fractional COO and CXO for Hedge Fund and Family Office Managers @ Fractional Fund Operations
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Patrick Schultz Location
- Texas, United States
Patrick Schultz Work
- Co-Founder | Fractional COO and CXO for Hedge Fund and Family Office Managers @ (January 2025 - Present)
- Principal, Alternative Investments and Portfolio Operations (Fractional Executive) @ Alternative Investments & Portfolio Operations (April 2022 - December 2024)
- Chief Operating Officer @ (March 2020 - April 2022)
- Chief Operating Officer @ Bridge Tower Partners (August 2016 - March 2020)
- Family Office, Chief of Staff and Chief Operating Officer @ WS Advisors LLC (December 2012 - July 2016)
- Director, Fund Operations and Market Expansion @ Karma Blackbox LLC (November 2008 - November 2012)
- Director, Fund Operations and Market Expansion @ Karma Blackbox LLC (November 2010 - November 2012)
- Research Associate - Mad Money on CNBC @ Jim Cramer's Mad Money, TheStreet.com (October 2005 - September 2008)
- Equities Trader @ Datek Securities (January 1996 - January 2000)
- Markets Commentator and Analyst @ (January 2006 - January 2008)
- Equities Trader @ Datek / Heartland Securities (September 1996 - September 2000)
Patrick Schultz Education
- Cornell University
Bachelor's degree (Applied Economics and Business Management)
Patrick Schultz Skills
- Equities
- Hedge Funds
- Equity Research
- Trading
- Alternative Investments
- Investments
- Financial Markets
- Capital Markets
- Asset Management
- Valuation
- Portfolio Management
- Bloomberg
- Fixed Income
- Financial Modeling
- Private Equity
- Electronic Trading
- mutual funds
- ETFs
- Wealth Management Services
- Family Office
- Financial Analysis
- Business Strategy
- Strategic Partnerships
- Finance
- Data Analysis
- Big Data
- Public Speaking
- Strategic Planning
- etf
- Quantitative Research
- strategic
- Equity Trading
- Trading Systems
- Series 7
- Strategy
- Athletics
- Options
- Business Analysis
- Research
Patrick Schultz Summary
- Patrick Schultz, based in Texas, United States, is currently a Co-Founder | Fractional COO and CXO for Hedge Fund and Family Office Managers at Fractional Fund Operations. Patrick Schultz brings experience from previous roles at Alternative Investments & Portfolio Operations, Service One LLC, Bridge Tower Partners and WS Advisors LLC. Patrick Schultz holds a Bachelor's degree in Applied Economics and Business Management @ Cornell University. With a robust skill set that includes Equities, Hedge Funds, Equity Research, Trading, Alternative Investments and more. Patrick Schultz has 1 emails and 4 mobile phone numbers on RocketReach.
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