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Garek Schultz

Garek Schultz

Followers of Garek Schultz278 followers
location of Garek SchultzBuffalo, New York, United States

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  • Timeline

  • About me

    Client Service Associate at Raymond James

  • Education

    • Mercyhurst University

      2017 - 2020
      Bachelors Accounting and Finance

      Activities and Societies: Laker Asset Management Board Member

  • Experience

    • Mercyhurst University

      Aug 2019 - Dec 2020

      Manage a portfolio and conduct research for future opportunities through a thematic investment strategy. Also lead club activities during weekly meetings and present new information on the domestic market.

      • Board Member of Laker Asset Management

        Oct 2017 - Dec 2020

      • Residential Advisor

        Aug 2019 - Mar 2020

    • HBKS Wealth Advisors

      Jan 2020 - Mar 2020
      Operations Intern

    • Citi

      Dec 2020 - Feb 2023
      VCG Intermediate Analyst

      Price testing Citi products to make sure they are accurately valued for month end reporting.

    • M&T Bank

      Feb 2023 - Jun 2024
      Corporate Financial Analyst 2

    • Raymond James

      Jun 2024 - now
      Client Service Associate

      Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

  • Licenses & Certifications

    • Series 7

      FINRA
      Aug 2024

    • Series 66

      FINRA
      Dec 2024

    • SIE

      FINRA
      Nov 2022