AeroLeads people directory · profile
Jeremy Wolf, Mba Email & Phone Number
Founder
at
Expat Wealth Advisory
2 work emails found
@schultzcollins.com
2 phones found area 415
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Basel, Basel, Switzerland
Company size
Who is Jeremy Wolf, Mba? Overview
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Quick answer
Jeremy Wolf, Mba is listed as Founder at Expat Wealth Advisory, a company with 2 employees, based in Basel, Basel, Switzerland. AeroLeads shows a work email signal at schultzcollins.com, phone signal with area code 415, and a matched LinkedIn profile for Jeremy Wolf, Mba.
Jeremy Wolf, Mba previously worked as Senior Advisor Europe: Risk Manager at Hightower Advisors and Senior Advisor & Investment Committee Member at Schultz Collins, Inc.. Jeremy Wolf, Mba holds Mba, Banking And Finance, And Investment Management from Columbia University Mba.
Company email context
Email format at Expat Wealth Advisory
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{first}@schultzcollins.com
89% confidence
AeroLeads found 2 current-domain work email signals for Jeremy Wolf, Mba. Compare company email patterns before reaching out.
Profile bio
About Jeremy Wolf, Mba
• Senior European Advisor at Schultz Collins, now HighTower Advisors (acquired by HT in 2020) with more than two decades of asset management experience with institutional investors, individuals, family offices, trusts, and non-profits.• Quantitative analysis and computer aided simulations to model risk and business continuity.• Managed data models and developed analytics to track performance, monitor funds, and facilitate business process execution.• Project manager with 15 years of experience engaging clients in investing, life sciences, biology, bioprocessing, and small and medium enterprises business risk, and environmental communities.• Delivering leadership and strategy in areas of finance and treasury to enhance bottom-line results and financial strength.• Business development and investment growth in partnership with banks and custodians.• Environmental consultant and sustainability liason with work experience in LATAM, USA, and Europe.• Passionate about relationship building, client needs/engagement and onboarding, and new business development.• Educating clients by developing a strategic road-map to a more successful future .• Driven by a sense of responsibility to advocate for clients in financial and environmental causes. Contacts: jeremy.wolf@gmail.comSpecialties: - Data analysis and Risk management- Financial reporting and risk simulations- Business analysis, risk assessment, and payments- Operations management- Problem solver and change catalyst- Alternative energy, Impact investing, sustainable investments - Driving global commercial strategies - Investment analysis and quantitative analytics, familiarity with MATLAB financial toolbox- Project management in digital marketing, risk management, and sustainability- Project finance, enterprise resource planning, and treasury work- Fluent in Spanish and working proficiency in Portuguese, B2 German- Native English speaker
Listed skills include Strategy, Start Ups, Strategic Partnerships, Business Development, and 27 others.
Current workplace
Jeremy Wolf, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Expat Wealth Advisory
7 roles · 31 years
Jeremy Wolf, Mba work experience
A career timeline built from the work history available for this profile.
Senior Advisor Europe: Risk Manager
- Managing client risk and building business while fostering long-term loyalty and trust
- Develop product and service strategy, risk analysis and pricing models, positioning, marketing collateral, and go-to market strategy
- Building credibility, establish rapport, and maintain communication with stakeholders at multiple levels, including those external to the organization
- Oversee trade desk, team, reconciliation, trade errors, and daily operations
Feb 2020 - Apr 2023
Senior Advisor & Investment Committee Member
- Investment Committee member overseeing ESG investments and data analytics program
- Oversee complex statistical reports, audit measures, and fund evaluation projects through Salesforce.com, Morningstar Direct, Ibbotson EnCorr, MATLAB, and RedBlack, Orion
- Define and initiate projects while managing cost, schedule, and performance
- Developed a metrics-based financial and operational reporting tool to support corporate marketing efforts
- Streamlined trading department to reduce trade errors by 80%, improve ROI, and cut production time 40%.
Jul 2001 - Feb 2020
Volunteer
Icdn
2015 - 2016
~1 yr
Finance & Business Development Manager
- Project manager; built NY satellite office to 10 employees with revenues > $1.5MM.
- Drove business development efforts, negotiations, and e-commerce engagements.
- Developed multiple business plans, long-term strategic financial plans and forecasts for support of start-up and ongoing business operations, fundraising efforts, and acquisition-related due diligence.
- Coordinated and delivered services in connection with: initial seed capital; domestic structuring; private financing ($2MM); strategic partnerships; financial audits; accounting consultations; and reporting.
- Analyzed industry trends and competitive landscape, identified new business opportunities, constructed business cases, forecasted revenue, created business & revenue models.
- Developed business plans, product-service deliverables, and economic guidelines for clients.
Jun 1999 - Dec 2000
Associate Director Int'L Sustainability & Project Management
1995 - 1998
~3 yrs
Senior Chemist
Philip Services Corporation
Jun 1992 - Jul 1995
4 education records
Jeremy Wolf, Mba education
Mba, Banking And Finance, And Investment Management
Cleantech Investing
Stanford University
Ba, Environmental Sciences, Biology & Chemistry
Education record
Northfield Mt. Hermon
FAQ
Frequently asked questions about Jeremy Wolf, Mba
Quick answers generated from the profile data available on this page.
What company does Jeremy Wolf, Mba work for?
Jeremy Wolf, Mba works for Expat Wealth Advisory.
What is Jeremy Wolf, Mba's role at Expat Wealth Advisory?
Jeremy Wolf, Mba is listed as Founder at Expat Wealth Advisory.
What is Jeremy Wolf, Mba's email address?
AeroLeads has found 2 work email signals at @schultzcollins.com for Jeremy Wolf, Mba at Expat Wealth Advisory.
What is Jeremy Wolf, Mba's phone number?
AeroLeads has found 2 phone signal(s) with area code 415 for Jeremy Wolf, Mba at Expat Wealth Advisory.
Where is Jeremy Wolf, Mba based?
Jeremy Wolf, Mba is based in Basel, Basel, Switzerland while working with Expat Wealth Advisory.
What companies has Jeremy Wolf, Mba worked for?
Jeremy Wolf, Mba has worked for Expat Wealth Advisory, Hightower Advisors, Schultz Collins, Inc., Icdn, and Fluid Inc..
How can I contact Jeremy Wolf, Mba?
You can use AeroLeads to view verified contact signals for Jeremy Wolf, Mba at Expat Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Jeremy Wolf, Mba attend?
Jeremy Wolf, Mba holds Mba, Banking And Finance, And Investment Management from Columbia University Mba.
What skills is Jeremy Wolf, Mba known for?
Jeremy Wolf, Mba is listed with skills including Strategy, Start Ups, Strategic Partnerships, Business Development, Financial Modeling, Finance, Project Finance, and Business Planning.
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