Jonathan Schmidt Email & Phone Number

Palo Alto, California, United States

Palo Alto, CA

Baltimore, Maryland Area

• Manage client relationships and coordinate customized solutions to operational inefficiencies
• Structure clients’ preferences for cash transfers of realized gains and losses in accordance to their specified investment strategies
• Address client inquiries on corporate action events
• Responsible for overseeing trade allocations and settlement activities for all global regions

Baltimore, Maryland Area

• Managed client relationships with a wide variety of clientele including major hedge funds
• Oversaw settlement activities for (OTC) derivative products for the North American Region
• Identified and transitioned critical outstanding issues to front office and trade support groups
• Completed a 12-week LEAN training program with the objective to find efficiency pain points, implement standard processes, and organize solutions to minimize firm risk

Providence, Rhode Island Area

• Teaching Assistant for "Management of Industrial and Nonprofit Organizations" & "Managerial Decision Making"
• Lead discussion sections involving Harvard Business School case studies that incorporate use of market sizing, competitor analysis and strategy to increase profitability

New York, NY

Middle market investment banking firm focused on M&A advisory, capital raising, restructuring, and litigation consulting.-Researched over 50 business development companies to find the best fit for a small company seeking to raise more capital. Narrowed findings using financial criteria such as total assets managed, range of investments, investment.

Cockeysville MD

Independent Insurance Agency specializing in commercial insurance, surety bonding, captives, and risk management services.- Worked as an intern in commercial lines, surety, accounting, and select department- Evaluated earning reports and financial statements in the construction and home building industries- Created spreadsheets and financial statements in.