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Joseph Schultz is listed as HNW Retail and Institutional Equity Sales Leader ★ REITs, Hedge Funds, Family Office Accounts ★ Business Development & Client Relationship Management at Ladenburg Thalmann, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Joseph Schultz.
Joseph Schultz previously worked as Managing Director at Ladenburg Thalmann and Financial Advisor - Director at Barclays. Joseph Schultz holds Bachelor Of Arts - Ba, Sociology from Rutgers University–New Brunswick.
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I'm an accomplished sales leader with an impressive career communicating and influencing HNW retail and managers of institutional assets in equity sales and trading. I possess an in-depth understanding of the equity markets, investment strategies, and market trends.Noted as a strategic partner to business leaders and C-Suite executives, I pitch value proposition, articulate advanced concepts and negotiate, and close sophisticated sales in alignment with clients’ portfolio values. I promptly grasp business models and capital raising strategies across diverse institutions spanning tech, healthcare, finance, consumer, insurance, real estate, and SPACs. Throughout my career, I've devised innovative prospecting techniques to build relationships, obtain new clients and expand brand awareness. I attend meetings and conferences, create marketing materials and provide ongoing market updates and trends to educate and engage institutional investors. Although my career has been focused on HNW retail and institutional sales and trading, I’ve retained a passion for technology. I have a Minor in Computer Science from Rutgers University and spend my free time gaining knowledge of emerging technologies with a particular interest in the evolution of the Fintech industry. I'm differentiated by my background as a technology entrepreneur providing a blend of business acumen, agility and technical savvy. I conceptualized a quantitative algorithmic proprietary trading tool across multiple time frames/sectors and ETF arbitrage. Additionally, pursued personal interest, designing a commercial iPhone app that was sold in 2013.
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US
Since joining this boutique firm in 2014, I've applied my deep knowledge and industry contacts to grow the REIT, hedge fund and family office institutional research and sales trading business. Conduct in-depth market research to drive long-term investment strategies and capitalize on unique market opportunities to help institutional and HNW retail clients.
London, GB
At Barclays, I built and managed a HNW and institutional client portfolio, advising a high-value REIT client base. Advised clients on investment opportunities and recommended buying and selling of securities. Achievements Include♦ Achieved multiple capital raises of $500M+ and partnered with a team that raised billions in capital for the firm's banking.
During this time, I pursued entrepreneurial venture, blending my technical acumen and investment expertise to innovate a novel trading strategy within the Trade Navigator platform. Designed and implemented a quantitative and algorithmic proprietary trading system across multiple time frames/sectors exploiting ETF inefficiencies.Achievements Include♦.
Toronto, Ontario, CA
I joined RBC to build its middle markets institutional REIT sales and trading effort. Served RBC’s top institutional clients, with $20M+ in capital to facilitate trades in US and Canadian REIT equities. Achievements Include ♦ Integral contributor in driving 100% REIT institutional client increase and 400% growth in REIT sales and trading revenue. ♦.
New York, NY, US
Assisted in building and managing a $300 million book of retail assets. Accounts included numerous HNW, Family office and public company CEOs and C-Suite employees. Played a pivotal role in increasing the assets under management from $100 million to $300 million during my five-year tenure.
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Joseph Schultz works for Ladenburg Thalmann.
Joseph Schultz is listed as HNW Retail and Institutional Equity Sales Leader ★ REITs, Hedge Funds, Family Office Accounts ★ Business Development & Client Relationship Management at Ladenburg Thalmann.
Joseph Schultz is based in New York City Metropolitan Area, United States, United States while working with Ladenburg Thalmann.
Joseph Schultz has worked for Ladenburg Thalmann, Barclays, South Lake Partners, Rbc Capital Markets, and Morgan Stanley.
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Joseph Schultz holds Bachelor Of Arts - Ba, Sociology from Rutgers University–New Brunswick.
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