Susan Schatzker

Susan Schatzker Email and Phone Number

Financial Analyst I Operations Manager I Senior Leader @ Angora Group
New York, United States
Susan Schatzker's Location
Brooklyn, New York, United States, United States
Susan Schatzker's Contact Details

Susan Schatzker work email

Susan Schatzker personal email

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About Susan Schatzker

Established senior leader, drawing on 25+ years of experience in the global financial industry to advise and support high-net-worth individuals and large-scale organizations on financial planning, acquisitions, and investments. History of combining strong business and financial acumen with a future-focused mindset to develop growth-driven strategies that elevate portfolios and achieve significant ROI. Recognized for building long-term relationships, working collaboratively across teams, and delivering impeccable service continually that surpasses goals and expectations.

Susan Schatzker's Current Company Details
Angora Group

Angora Group

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Financial Analyst I Operations Manager I Senior Leader
New York, United States
Website:
angoragroup.com
Employees:
21
Susan Schatzker Work Experience Details
  • Angora Group
    Angora Group
    New York, United States
    View
  • Angora Group
    Operations Manager & Controller
    Angora Group Feb 2024 - Present
    New York, New York, Us
    View
  • Independant Consultant (Self Employed)
    Financial Planner & Advisor
    Independant Consultant (Self Employed) Jan 2013 - Present
    Trusted advisor and knowledge resource to a portfolio of high-net-worth individuals. Leverages an educational approach to provide support and expertise on estate planning, integrated tax impact analysis, education and retirement investments, complex matrimonial matters, business succession planning, asset protection, and risk minimization.
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  • Brooklyn Academy Of Music
    Financial Reporting Manager
    Brooklyn Academy Of Music 2008 - 2012
    Brooklyn, Ny, Us
    Spearheaded investment and accounting functions, overseeing BAM Endowment Trust Investments, including asset allocation financial statements, audits, and CFO/Board reporting. Solely administered and tracked BAM Endowment Trust investments with 16 asset managers and provided the Board of Directors, Controller, CFO, and outside investment companies with insights and recommendations to steer the long-term vision and strategy.
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  • Scotia Cassels(Scotia Bank)
    Emerging Markets Senior Financial Analyst
    Scotia Cassels(Scotia Bank) 1998 - 2003
    Strategized and managed investments for the LATAM division, working as part of a global team to conduct fundamental and quantitative research, performance-tracking, and trade execution of the Scotia Latin American Equity Fund (SCOLATAM).
  • Celfin Servicios Financieros Local Partner For Salomon Brothers
    Equities Research Financial Service Analyst
    Celfin Servicios Financieros Local Partner For Salomon Brothers 1995 - 1998
    Supported the underwriting and due diligence of potential investments and acquisitions for high-value clients. Co-managed eight publicly traded banks and five listed pension fund managers, taking the lead on building earnings and valuation models, developing Salomon Brothers equity research reports, and maintaining strong client relationships. Traveled to LATAM countries and the US, leveraging advanced proficiency in Spanish and English and international experience to effectively communicate and build long-term partnerships.
  • Bmo Nesbitt Burns
    Equities Research Associate
    Bmo Nesbitt Burns 1993 - 1995
    Toronto, Ca
    Supported the bank’s lead telecommunications and media analyst. Built valuation models and developed initial coverage and quarterly earnings research reports on publicly traded telecommunications and media companies. Communicated insights on the industry and individual companies directly related to institutional clients, traders, and salespeople to ensure an informative and successful operation.
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Susan Schatzker Education Details

  • New York University
    New York University
    Finance And Financial Management Services
  • Chartered Financial Analysts Institute
    Chartered Financial Analysts Institute
    Accounting And Finance
  • Western University
    Western University
    Concentration In Business And Statistics

Frequently Asked Questions about Susan Schatzker

What company does Susan Schatzker work for?

Susan Schatzker works for Angora Group

What is Susan Schatzker's role at the current company?

Susan Schatzker's current role is Financial Analyst I Operations Manager I Senior Leader.

What is Susan Schatzker's email address?

Susan Schatzker's email address is su****@****oup.com

What schools did Susan Schatzker attend?

Susan Schatzker attended New York University, Chartered Financial Analysts Institute, Western University.

Who are Susan Schatzker's colleagues?

Susan Schatzker's colleagues are Alexandra Kunkel, Sydney Munden, Lisa Pearce, Nesli Danisman, Shonali Kapur, Elizabeth Fabian, Aurora Gonzalez Carmona.

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