Jonathan Schmidt Email and Phone Number
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Jonathan Schmidt personal email
Jonathan Schmidt is a Vice President at Morgan Stanley at Morgan Stanley. He possess expertise in strategy, management, competitive analysis, nonprofits, public speaking and 10 more skills. He is proficient in Russian.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 78669
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Vice PresidentMorgan Stanley Jan 2022 - PresentPalo Alto, California, United States
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Assistant Vice PresidentMorgan Stanley Jan 2020 - Feb 2022
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Business Development AssociateMorgan Stanley Jun 2019 - Jan 2020Palo Alto, Ca
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Client Service AssociateMorgan Stanley Aug 2017 - Jun 2019
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Equity Derivatives AnalystMorgan Stanley Apr 2016 - Aug 2017Baltimore, 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
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Fixed Income Derivatives Analyst For Morgan StanleySolomon Page Aug 2015 - Apr 2016Baltimore, 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 -
Undergraduate Teaching Assistant Under Professor Barrett HazeltineBrown University Sep 2013 - Jun 2015Providence, 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 -
InternCypress Associates Llc Aug 2014 - Sep 2014New York , NyMiddle 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 criteria, and portfolio makeup. -
InternHms Insurance Associates, Inc. Jun 2014 - Aug 2014Cockeysville MdIndependent 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 excel using audit & review reports- Helped establish online mainframe "HMS Connect" giving clients instant access to… Show more 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 excel using audit & review reports- Helped establish online mainframe "HMS Connect" giving clients instant access to their policy information- Updated client information in EPIC and established new techniques for checking EPIC is up to date Show less
Jonathan Schmidt Skills
Jonathan Schmidt Education Details
Frequently Asked Questions about Jonathan Schmidt
What company does Jonathan Schmidt work for?
Jonathan Schmidt works for Morgan Stanley
What is Jonathan Schmidt's role at the current company?
Jonathan Schmidt's current role is Vice President at Morgan Stanley.
What is Jonathan Schmidt's email address?
Jonathan Schmidt's email address is sj****@****prs.com
What schools did Jonathan Schmidt attend?
Jonathan Schmidt attended Brown University.
What skills is Jonathan Schmidt known for?
Jonathan Schmidt has skills like Strategy, Management, Competitive Analysis, Nonprofits, Public Speaking, Microsoft Word, Finance, Microsoft Office, Microsoft Excel, Powerpoint, Data Analysis, Event Planning.
Who are Jonathan Schmidt's colleagues?
Jonathan Schmidt's colleagues are Ryan Daly, Shawn Scott, Barbara A, Sunil Arora, Farzana Rupa, Karthik Reddy, Susan Golpe.
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