Fred Schultz Email and Phone Number
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Fred Schultz personal email
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Approaching 15 years as a Senior Director at Ameriprise Financial, where we have significantly grown model portfolio assets as a team, while gratefully being selected to contribute as a founding member of the firm's Global Asset Allocation Committee (GAAC). Looking forward to another ten years of building wealth accumulation tools.
Ameriprise Financial Services, Inc.
View- Website:
- ameriprise.com
- Employees:
- 2
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Senior Director And Portfolio ManagerAmeriprise Financial Services, Inc.Naperville, Il, Us
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Senior Director And Portfolio ManagerAmeriprise Financial Services, Inc. Jan 2009 - PresentMinneapolis, Mn, UsGlobal Asset Allocation Committee (GAAC) member, Lead-manager of the Moderate Dividend & Growth Portfolio (MDG), Lead-Manager of the Strategic Income Opportunities Portfolio (SIO) as well as Industrials & Materials Recommended List coverage. -
Board MemberBychgan Asset Management Corp (Ria) - Bychgan Energy May 2007 - Dec 2008Voting Board of Directors member of an alternative energy-based anaerobic bio digestion system, private equity based RIA seeking fund raising and business model review, which I helped facilitate corporate and investment banking liaisons, negotiated long-term natural gas contracts on behalf of Bychgan Energy with Xcel Energy and Pacific Gas & Electric for off-take, full business model review, pricing assumptions, prospectus preparation and extensive road showing of the final prospectus.
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DirectorUbs O'Connor Jan 2002 - Feb 2007Analyst/PM for the Fundamental Research (FR) division of UBS's Global Asset Management (GLAM), over time managing long/short market neutral portfolio within energy, utilities, basic materials, cable, Telco, light industrials. Also managed money overseas as a part of O'Connor's International Fundamental Research (IFR) team (London) - spanning a 14-country Pan-European portfolio L/S, currency hedged, electric power investments.
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Vice PresidentRaymond James Financial, Inc. Jan 1998 - Dec 2001St. Petersburg, Florida, UsWorked as part of Raymond James Houston-based sell side energy team, primarily in charge of Electric Power and Merchant Energy coverage - institutionally based research, investment banking overlap.
Fred Schultz Skills
Frequently Asked Questions about Fred Schultz
What company does Fred Schultz work for?
Fred Schultz works for Ameriprise Financial Services, Inc.
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Fred Schultz's current role is Senior Director and Portfolio Manager.
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