Stephen Schultz Email & Phone Number

Princeton, NJ, US

New York, New York, United States

Pennington, New Jersey, United States

• Activities include:
• Inbound phone correspondence with existing clients to address customer and retirement account inquiries and requests.
• Record data of interactions to ensure customer needs are met and complaints are resolved.
• Maintain compliance with policy standards and industry laws, rules and regulations.
• Passed the Securities Industry Essentials (SIE) Exam.

New York, New York, United States

• Responsible for the maintenance of a global database of LPs (limited partnerships) and GPs (general partnerships) and related analytical tasks.Activities include:
• Using online sources, including company/investor websites, SEC filings and news sources to maintain up to date and accurate intelligence.
• Telephone interviews with senior executives at institutional investors to determine their current allocation to and future appetite for investments into alternative assets.
• Telephone interviews with fund managers to obtain reliable information about their fundraising activities.
• Translation of these phone conversations into the accurate input of data into relevant fields.
• Delivering analytical research for publication in PEI editorial products or event presentations or as per customer requirements.

Princeton, New Jersey

• Conducted phone surveys for political organizations and businesses such as Royal Caribbean, Delta and Fox News.
• Maintained dialing reports, recorded the amount of time spent on projects as well as the number of survey completes.
• Worked during the summers of 2014, 2015, 2017 and 2018.

Jamaica, New York

• Assisted fans with inquiries and seat location.
• Monitored fans to ensure safe and optimal fan experience.
• Specific tasks included ticket taker, ball boy, and section usher.

Princeton, New Jersey

• Served ice cream, milkshakes, coffee, and floats.
• Worked the cash register.
• Closed the shop, cleaned the floors, spaded the ice cream and took out the trash.

Various Locations

• Work with people with disabilities.
• Organize events including the Camp PALS Olympics for campers with disabilities.
• Supervise campers in daily activities.
• Assist other counselors with campers.

Master Of Science With Distinction, Risk And Financial Advisory

GPA: 3.87 Related coursework includes classes in internal audit, fraud examination, information technology audit, risk management.

Bachelor Of Science (B.S.), Finance

Activities and Societies: St. John’s University Honors Program, National Society of Leadership and Succes, V.I.T.A.L (Vincentian.

Education record