Joshua Schultz Email & Phone Number

New York, US

New York, US

Salt Lake City, Utah, US

Chicago, Illinois, US

Unterföhring, Bavaria, DE

Baltimore, Maryland, US

• Leader of the 401(k) Division for Transamerica Financial Advisors which saw a growth in assets of 39% year over year
• Create and Develop educational content for our advisory field through webinars I host.
• Redesigned The Company Retirement Plan Website into a state of the art hub where advisors across Transamerica can access information on sales and education for all of our preferred providers
• Head of research and co-lead of project team that is creating and implementing a new investment product for our advisory field.
• Manage prosperous relationships for the firm at both an institutional level as well as an end client user.

GB

• Conducted financial and investment research and analysis for high net-worth trust clients and Institutional investors.
• Performed high level analysis on behalf of the company as a whole on a monthly basis helping to ensure the highest standards for regulations and compliance.
• Analyzed and Identify pricing and financial data through use of a Bloomberg Terminal
• Evaluated and present analysis on due diligence process and procedures of the top pricing vendors used in firm due diligence reporting.

Milwaukee, WI, US

• Was responsible for opening new investment accounts and client onboarding.
• Developed and implemented Investment strategies for high net worth individuals and business entities.
• Prepared and gathered all relevant data for performing annual existing client reviews and prospect proposals.
• Passed and obtained my series 7 & series 63 while at the firm upgrading my position to AWMA or Associate Wealth Management Advisor

Tampa, FL, US

• Created and developed an original and Multi-Layered Business plan.
• Successfully completed Series 6 Licensing exam to become a Registered Representative.
• Used my knowledge and expertise to create and build customized strategies for each client I worked with.

Amsterdam, North Holland, NL

New York, NY, US

San Francisco, California, US

- Finished first amongst my team of bank tellers and second overall amongst store in sales and also ranked in the top 5% in the state in sales as well as a perfect quarter one balancing record- Handled over 400 complex transaction per week and over 65 complex transactions a day all while achieving a high level of service and efficiency- Managed four out of.

- Produced, wrote, and performed in over 175 original shows including annual World Series, MLB Free-Agency, and MLB season preview shows - Completed hours of advanced research for each show such as scouting reports, attending live events, and sports analysis- Mastered an advanced and complex production software

- Handled working long hours while still performing at an extremely high level and impressing the company owner with my skill and work ethic- Used my research skills to address customer needs through my knowledge of various products and services offered within the company, which contributed to my large sales figures

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Education record