Stephen Schultz

Stephen Schultz Email and Phone Number

Senior Manager - CFP(R), QKA, Institutional Recordkeeping Pricing and Business Development @ Vanguard
valley forge, pennsylvania, united states
Stephen Schultz's Location
Havertown, Pennsylvania, United States, United States
Stephen Schultz's Contact Details

Stephen Schultz personal email

n/a
About Stephen Schultz

About VanguardVanguard is the client-owned investment company that is reducing cost and complexity for all investors.Since our founding in 1975, we've believed that you shouldn't have to pay a lot for high-quality investment products and first-rate service, and that you deserve candid, clear information to help you make good investment decisions. That's why Vanguard has always been organized differently from other investment firms. Instead of being publicly traded or privately owned, Vanguard is owned by the Vanguard funds, which are owned by our clients. Vanguard's client-ownership structure has many advantages. We offer a rare kind of stability because we can focus on the long term, which is the right outlook for both investing and running a business. The company you invest with today will be the same company serving you tomorrow.

Stephen Schultz's Current Company Details
Vanguard

Vanguard

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Senior Manager - CFP(R), QKA, Institutional Recordkeeping Pricing and Business Development
valley forge, pennsylvania, united states
Website:
vanguard.com
Employees:
19280
Stephen Schultz Work Experience Details
  • Vanguard
    Senior Manager - Financial Analysis And Business Development
    Vanguard Jul 2010 - Present
    Malvern Pa
    Provide primary support to internal resources and external consultants to create divisional pricing strategies for institutional clients. Responsible for leading the business technology to support business development.
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  • Vanguard
    Senior Manager - Defined Benefits Business Office
    Vanguard May 2006 - Jul 2010
    Malvern Pa
    Provided financial analysis and planning for the Defined Benefits Department.
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  • Vanguard
    Senior Manager - Defined Benefits Implementations
    Vanguard May 2005 - May 2006
    Malvern Pa
    Provided leadership for teams of conversion resources responsible for on-boarding new clients to Vanguard's Defined Benefits Services Department. The team was comprised of project leaders, calculator developers, testers, data analysts and plan specification services resources.
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  • Vanguard
    Systems Architect
    Vanguard Jul 2001 - May 2005
    Malvern Pa
    Provided leadership on technology infrastructure and enhancements to support the Institutional business.
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  • Vanguard
    Systems Technical Lead - Institutional Systems
    Vanguard Jul 1997 - Jul 2001
    Malvern Pa
    Provided technical leadership and project management for large IT projects to support information systems for Institutional Financial Systems.
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  • Hewlett-Packard
    Information Systems Engineer
    Hewlett-Packard Jun 1989 - Jul 1997
    Developed and maintained information systems in the banking and healthcare industry. Provided technical and project management leadership on large IT projects.
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Stephen Schultz Skills

Financial Analysis Investments Financial Services Project Management Leadership Mutual Funds Relationship Management Management Business Development Business Analysis Banking Process Improvement Finance Financial Planning Retirement Strategic Financial Planning

Stephen Schultz Education Details

Frequently Asked Questions about Stephen Schultz

What company does Stephen Schultz work for?

Stephen Schultz works for Vanguard

What is Stephen Schultz's role at the current company?

Stephen Schultz's current role is Senior Manager - CFP(R), QKA, Institutional Recordkeeping Pricing and Business Development.

What is Stephen Schultz's email address?

Stephen Schultz's email address is ju****@****msn.com

What schools did Stephen Schultz attend?

Stephen Schultz attended Salisbury University - Perdue School Of Business.

What skills is Stephen Schultz known for?

Stephen Schultz has skills like Financial Analysis, Investments, Financial Services, Project Management, Leadership, Mutual Funds, Relationship Management, Management, Business Development, Business Analysis, Banking, Process Improvement.

Who are Stephen Schultz's colleagues?

Stephen Schultz's colleagues are Lavanya Choudary, Claire Wohlfeil, Cfp®, Imelda Chinayo, Noreen Rich, Alexis Shiro, Jonathan Britt, Cfp®, Aams®, Crpc®, E.j.d., Justin Graupensperger, Cfp(R).

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