Senior Project Manager
Coles
AeroLeads people directory · profile
Jonathan Schultz Email & Phone Number
Senior Project Manager
at
Coles
1 work email found
@verizon.net
4 phones found area 608 and 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Jonathan Schultz? Overview
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Quick answer
Jonathan Schultz is listed as Senior Project Manager at Coles, based in New York, United States. AeroLeads shows a work email signal at verizon.net, phone signal with area code 608, 212, and a matched LinkedIn profile for Jonathan Schultz.
Jonathan Schultz previously worked as Chief Compliance Officer at Castleoak Securities and Deputy Chief Compliance Officer, AML Compliance Officer at Castleoak Securities. Jonathan Schultz holds Bachelor Of Arts (B.A.), English Language And Literature/Letters from University Of Wisconsin-Madison.
Company email context
Email format at Coles
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jschultz@verizon.net
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AeroLeads found 1 current-domain work email signal for Jonathan Schultz. Compare company email patterns before reaching out.
Profile bio
About Jonathan Schultz
FINANCIAL SERVICES PROFESSIONAL experienced in banking, business administration, institutional, prime and retail brokerage. Experienced leader in BSA/AML/OFAC Compliance, Surveillance, AML Training, Core and Equity Trading Compliance, Risk Control, Branch Operations/Administration and Sales/Trading Supervision
Listed skills include Financial Services, Banking, Investments, Management, and 46 others.
Current workplace
Jonathan Schultz's current company
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14 roles · 31 years
Jonathan Schultz work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer
Current
Nov 2022 - Present
Deputy Chief Compliance Officer, Aml Compliance Officer
Aug 2021 - Nov 2022
Chief Compliance Officer
Sep 2020 - Aug 2021
Senior Vice President, Compliance
Jun 2020 - Sep 2020
Aml Compliance Officer
• Provide AML compliance oversight for the group of U.S. regulated broker dealers and registered investment advisors engaging in asset management, market making and securities trading (equities, fixed income, currencies), investment banking, prime brokerage and real estate.
Jan 2018 - May 2020
Senior Compliance Consultant
Linium Resources
• Engaged by international banks to assist with BSA/AML and Sanctions compliance; subject matter expert on Know Your Customer (KYC), Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD)
Jan 2017 - Nov 2017
Aml & Sanctions Compliance Officer, Vice President, Cams
• Enforced AML and core compliance for a global financial brokerage firm engaging in ADR, algorithmic, direct market access (DMA), DVP/RVP, ETF, global clearing and prime brokerage businesses
Apr 2010 - Oct 2016
Aml Compliance Officer, Assistant Vice President
• Provided oversight of global client on-boarding process, including client risk rating, quality assurance of KYC/CIP documentation and CDD/EDD measures; significantly shortened new account approval timeframes across the program by over 50% and improved data gathering and tracking procedures
2008 - 2010
~2 yrs
Business Owner
J Myles Consulting Inc.
• Engaged for USA PATRIOT ACT and regulatory compliance initiatives for US and Non-US businesses• Assisted Chief Compliance Officers in oversight of compliance programs, assessments and revisions of policies, procedures and compliance manuals; completed 3120/3130 Supervisory Certifications• Managed KYC/CIP projects for data implementation, migration and look-back analysis for domestic and international client base; audited client files for compliance with firm/regulatory requirements
Mar 2006 - Apr 2008
Business Support Manager, Vice President
• Managed corporate real estate projects and project management for business/merger activities; performed site selection, occupancy/space planning; managed projects through lifecycle in the establishment Investment Centers nationwide• Provided project management on special projects for ongoing business and merger related activities; authored projects with six-sigma methodologies and reduced liabilities by $2 million nationwide
Oct 2004 - Dec 2005
Brokerage Liaison Specialist, Vice President
• Specialized in corporate initiatives in real estate and major technology projects• Project member for brokerage acquisitions, software and hardware modernization efforts. Analyzed, developed and implemented projects for major brokerage acquisitions• Responsible for all of the openings, closings and relocations of Investor Centers throughout the U.S.; increased Sales Team production and revenue from $120 million to $230 million by expanding sales force into retail banking centers nationwide
Nov 2001 - Oct 2004
Regional Manager, Assistant Vice President
Provided risk and sales management supervision of Registered Representatives and non-registered staff
1998 - 2001
~3 yrs
Supervisor, Electronic Trading
• Managed a team of Registered Representatives that provided equity, fixed income, mutual fund and option trading services in a 24-hour trading and customer service center environment• Provided supervisory review and approval of equity, fixed income, mutual fund and option orders; enforced trading restrictions and ensured future violations did not occur on restricted acccounts
1996 - 1998
~2 yrs
1 education record
Jonathan Schultz education
-
University Of Wisconsin-Madison
FAQ
Frequently asked questions about Jonathan Schultz
Quick answers generated from the profile data available on this page.
What company does Jonathan Schultz work for?
Jonathan Schultz works for Coles.
What is Jonathan Schultz's role at Coles?
Jonathan Schultz is listed as Senior Project Manager at Coles.
What is Jonathan Schultz's email address?
AeroLeads has found 1 work email signal at @verizon.net for Jonathan Schultz at Coles.
What is Jonathan Schultz's phone number?
AeroLeads has found 4 phone signal(s) with area code 608, 212 for Jonathan Schultz at Coles.
Where is Jonathan Schultz based?
Jonathan Schultz is based in New York, United States while working with Coles.
What companies has Jonathan Schultz worked for?
Jonathan Schultz has worked for Coles, Castleoak Securities, Cantor Fitzgerald, Linium Resources, and Convergex.
How can I contact Jonathan Schultz?
You can use AeroLeads to view verified contact signals for Jonathan Schultz at Coles, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Schultz attend?
Jonathan Schultz holds Bachelor Of Arts (B.A.), English Language And Literature/Letters from University Of Wisconsin-Madison.
What skills is Jonathan Schultz known for?
Jonathan Schultz is listed with skills including Financial Services, Banking, Investments, Management, Securities, Finance, Risk Management, and Equities.
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