Scott Schuler, Cfa

Scott Schuler, Cfa Email and Phone Number

Portfolio Manager @ Coldstream
Scott Schuler, Cfa's Location
Bothell, Washington, United States, United States
Scott Schuler, Cfa's Contact Details
About Scott Schuler, Cfa

Scott Schuler, Cfa is a Portfolio Manager at Coldstream. He possess expertise in investments, investment management.

Scott Schuler, Cfa's Current Company Details
Coldstream

Coldstream

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Portfolio Manager
Scott Schuler, Cfa Work Experience Details
  • Coldstream
    Portfolio Manager
    Coldstream Sep 2024 - Present
    Bellevue, Wa, Us
  • Microsoft
    Director - Fx, Corpfin, And Macroeconomics
    Microsoft Jul 2023 - Sep 2024
    Redmond, Washington, Us
    Key Priorities are:Manage our FX hedging team, responsible for understanding and mitigating FX risk across the company.Manage our capital planning allocation implementation process, including equity buyback, interest rate management, and dividend policy.Head of macroeconomic research and company-wide communication
  • Microsoft
    Director - Liquidity Portfolio And Macroeconomic Research
    Microsoft Jan 2022 - Jun 2023
    Redmond, Washington, Us
    Key priorities are:Management of front-end investment portfolioHead of US macroeconomic research and oversight of global Capital Markets macroeconomic research
  • Microsoft
    Director - Investment Grade Credit And Macroeconomic Research
    Microsoft Sep 2018 - Dec 2021
    Redmond, Washington, Us
    Managed internal investment-grade credit portfolio, as well as relationships with external investment managers. Responsible for managing performance analytics and investment reporting processHead of macroeconomic research and outreach.
  • Microsoft
    Group Manager - Foreign Exchange
    Microsoft May 2018 - Sep 2018
    Redmond, Washington, Us
    Responsible for overall management of FX desk, corporate revenue hedging program, and currency strategy.
  • Microsoft
    Senior Portfolio Manager - Fx
    Microsoft Feb 2011 - May 2018
    Redmond, Washington, Us
    Feb 2011 to June 2013 - I managed the foreign exchange hedging program for the corporate balance sheet, and from mid-2013 through 2018 I was responsible for the revenue/cash flow FX hedging program.
  • Genesee Investments
    Sr. Financial Analyst
    Genesee Investments Oct 2002 - Feb 2011
    From 2002 through February 2011, I served as a Senior Financial Analyst for Genesee Investments, a fund of hedge funds manager. My primary duty was due diligence for virtually all types of hedge funds, including investment strategy analysis and operational due diligence on the investment management organization. In addition to my primary role, I also conducted ongoing due diligence for managers that we hired, and occasional marketing/client relations services for our institutional investors.
  • Pacific Lutheran University
    Adjunct Faculty
    Pacific Lutheran University Sep 2010 - Dec 2010
    For the Fall 2010 semester, I taught an undergraduate finance class titled "BUSA 335: Investments Portfolio Management". Topics covered included debt and equity valuation, risk and return analysis, derivatives (options, futures, and foreign exchange), financial statement analysis, and economic theory.
  • Pacific Lutheran University
    Endowment Portfolio Analyst
    Pacific Lutheran University Sep 2002 - May 2003
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2000 - 2001
    New York, Ny, Us

Scott Schuler, Cfa Skills

Investments Investment Management

Scott Schuler, Cfa Education Details

  • Pacific Lutheran University - School Of Business
    Pacific Lutheran University - School Of Business
    Mba
  • Pacific Lutheran University
    Pacific Lutheran University
    Business

Frequently Asked Questions about Scott Schuler, Cfa

What company does Scott Schuler, Cfa work for?

Scott Schuler, Cfa works for Coldstream

What is Scott Schuler, Cfa's role at the current company?

Scott Schuler, Cfa's current role is Portfolio Manager.

What is Scott Schuler, Cfa's email address?

Scott Schuler, Cfa's email address is sc****@****ail.com

What is Scott Schuler, Cfa's direct phone number?

Scott Schuler, Cfa's direct phone number is +142570*****

What schools did Scott Schuler, Cfa attend?

Scott Schuler, Cfa attended Pacific Lutheran University - School Of Business, Pacific Lutheran University.

What skills is Scott Schuler, Cfa known for?

Scott Schuler, Cfa has skills like Investments, Investment Management.

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