Donald G Schatz, Age 8832 Halifax St, Boston, MA 02130

Donald Schatz Phones & Addresses

32 Halifax St, Jamaica Plain, MA 02130 (617) 524-1458 (617) 524-8649

32 Halifax St APT 1, Jamaica Plain, MA 02130 (617) 524-8649

Dorchester, MA

Brookline, MA

Social networks

Donald G Schatz

Linkedin

Work

Company: Bny mellon wealth management May 2008 to May 2016 Position: Senior portfolio manager

Education

Degree: Masters School / High School: Suffolk University 2011 to 2013 Specialities: Finance

Skills

Portfolio Management • Investments • Financial Analysis • Finance • Banking • Asset Management • Risk Management • Equities • Wealth Management • Fixed Income • Budgeting • Valuation • Strategic Planning • Due Diligence • Municipal Bonds

Industries

Financial Services

Mentions for Donald G Schatz

Donald Schatz resumes & CV records

Resumes

Donald Schatz Photo 16

Donald Schatz

Location:
Boston, MA
Industry:
Financial Services
Work:
Bny Mellon Wealth Management May 2008 - May 2016
Senior Portfolio Manager
Bank of America Jan 2004 - May 2008
Vice President Institutional Trader
Thompson Financial Jan 2000 - Jan 2004
Relationship Manager
Cibc Jan 1997 - Jan 2000
Director Institutional Sales
Prudential Financial Jan 1993 - Jan 1997
Financial Analyst
Education:
Suffolk University 2011 - 2013
Masters, Finance
Skills:
Portfolio Management, Investments, Financial Analysis, Finance, Banking, Asset Management, Risk Management, Equities, Wealth Management, Fixed Income, Budgeting, Valuation, Strategic Planning, Due Diligence, Municipal Bonds

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