Joe Schnugg Email & Phone Number

Columbus, Oh, Us

Columbus, Ohio, United States

Our team at Citi Fund Services Ohio provides exceptional administrative service to institutional investors across the mutual fund and ETF industry. Services include expense management, financial reporting, and budgeting for our client's mutual funds and ETFs. As an Analyst I am often authorizing expense payments, balancing budgets, developing annual/semi-annual reports, and coordinating with fund advisors. Our team prides itself on versatility and I work on multiple clients throughout the year. Additionally, I work on various projects for the team and department such as automating reviews and creating graphics for on-boarding materials.

Athens, Ohio, United States

OUDMG is a finance-focused student organization that manages a synthetic portfolio of Derivative securities, including options, futures, and swaps. As a member of OUDMG, I developed a sound understanding of derivative securities by studying markets, economic trends, and world events. Teams in the group developed investment theses and presented them to others to be included in the team portfolio. We improved skills such as presenting, project management, time management, and problem solving.

Athens, Oh

Athens, Ohio, United States

Bachelor Of Business Administration (B.B.A.), Finance, Data Analytics, 5Th Year

Activities and Societies: Ohio University Derivatives Management Group, Ohio University Financial Management Association

Education record