Daniel Schutz Email and Phone Number
Daniel Schutz work email
- Valid
- Valid
- Valid
Daniel Schutz personal email
Daniel Schutz phone numbers
Daniel Schutz is a Portfolio Manager at Secure Financial Group. He possess expertise in finance, microsoft excel, investments, teamwork, financial modeling and 14 more skills. Colleagues describe him as "Daniel is a disciplined and conscientious investment and trading professional. We learned a lot from each other while at CIG, and I would recommend him to be a part of any high-caliber and cohesive investment team." and "Daniel was a very bright and diligent student. He aced the business statistics class I taught in Summer 2013."
-
Portfolio ManagerSecure Financial GroupBirmingham, Mi, Us
-
Senior Investment AnalystNepc, Llc Jun 2022 - PresentBoston, Massachusetts, Us -
Investment AnalystBeaumont Health Feb 2019 - Jun 2022Southfield, Michigan, Us• Provided investment analytics and reporting on $4 billion in assets, across 4 portfolios, and 80+ external investment managers• Led new investment deal sourcing, including due diligence, research, onboarding, and funding• Created Excel schedules for portfolio and risk management (e.g., Asset Allocation, Duration, Funded Status, Hedge/Exposure Analysis, PE Valuations/PME, Rebalancing, Liquidity Schedules, etc.)• Provided C-Suite and Board with FP&A support (models, data analysis, reporting, forecasting, planning)• Produced weekly/monthly/quarterly/annual reports on portfolio performance and risk• Presented concise, engaging materials to management and Investment Committee on all aspects of the portfolio• Created and maintained NFP document retention policy database (statements, reports, performance)• Maintained relationships and collaborated with consultants, investment managers, actuaries, and auditors -
Interim Portfolio ManagerCig Capital Advisors Jan 2018 - Jan 2019Southfield, Mi, UsServed as interim portfolio manager after resignation of previous VP of Asset Management. During this time, I was fully responsible for portfolio composition, risk management, trading, and portfolio rebalancing. -
Trading And ResearchCig Capital Advisors Sep 2015 - Jan 2018Southfield, Mi, Us• Managed all trading activity in a two hundred million dollar, quantitative, ETF based portfolio, with multiple strategies across different asset classes, account types, and client profiles• Researched and monitor equities in all markets, focusing on intraday and multiday technical, event based, and proprietary signals• Analyzed portfolio performance from all aspects from total portfolio risk to trade execution quality• Coordinated with the Investment Committee on the selection, implementation, and timing of portfolio changes• Constructed all portfolio and investment related models• Produced various client reports and account analyses, including ad hoc security analysis, forecasts, and recommendations per client request• Provided critical support to Wealth Management, Operations, and Accounting• Maintained relationships with clearing firms, trading desks, margin departments, administrators, and other third-party affiliates
-
Associate ConsultantTreasury Strategies, Inc. Sep 2014 - Sep 2015Chicago, Illinois, UsBelow are a few brief examples of work I have completed and been apart of for a number of Fortune 500 companies, both domestic and international.• Performed daily cash and investment management for one of the largest options and futures exchanges in the world. Ensured the preservation of principal and liquidity while maintaining investment compliance.• Analyzed and helped optimize an FX trading platform for a large multi-national corporation. Conducted product gap review and market assessment.• Participated in construction of a model for deposit strategy for a Tier 2 bank. The model assesses the impact of regulatory changes from Basel III, MMF reform, displays future state macroeconomic scenarios, and simulates deposit characteristics.• Assisted in designing a business case tool and project profitability model for a domestic insurance company. Provided project ROI, year-over-year savings, and other quantitative and qualitative benefits, while also delivering operational best practices and technology recommendations.• Created procedure and design documentation for multiple treasury technology platforms in all areas of operation including accounting, cash management, investment management, hedge accounting, foreign exchange, and more. These documents improve efficiency during implementation and provide a clear path for project management. -
Finance And Economics TutorMichigan State University May 2013 - Jul 2014East Lansing, Mi, UsAssisted students with finance and economics related classwork, homework, quizzes, and lecture material. -
Msu Greenline CallerMichigan State University May 2013 - Aug 2013East Lansing, Mi, UsContact MSU alumni through automated computer call system, build rapport with alumni, inform alumni of news and events on campus, raise funds for programs and campaigns on campus.
-
Student Investment Fund AnalystMichigan State University - Eli Broad College Of Business Jan 2014 - May 2014East Lansing, Mi, Us
Daniel Schutz Skills
Daniel Schutz Education Details
-
Michigan State UniversityFinance
Frequently Asked Questions about Daniel Schutz
What company does Daniel Schutz work for?
Daniel Schutz works for Secure Financial Group
What is Daniel Schutz's role at the current company?
Daniel Schutz's current role is Portfolio Manager.
What is Daniel Schutz's email address?
Daniel Schutz's email address is da****@****ont.org
What is Daniel Schutz's direct phone number?
Daniel Schutz's direct phone number is +124882*****
What schools did Daniel Schutz attend?
Daniel Schutz attended Michigan State University.
What are some of Daniel Schutz's interests?
Daniel Schutz has interest in Poverty Alleviation.
What skills is Daniel Schutz known for?
Daniel Schutz has skills like Finance, Microsoft Excel, Investments, Teamwork, Financial Modeling, Portfolio Management, Financial Analysis, Asset Management, Trading, Business Statistics, Risk Management, Economics.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial