Talk to sales Try for Free
Michael Schachleiter, CFA

Michael Schachleiter, CFA

Financial Analyst

Followers of Michael Schachleiter, CFA684 followers
location of Michael Schachleiter, CFALexington, Kentucky, United States

Connect with Michael Schachleiter, CFA to Send Message

Connect

Connect with Michael Schachleiter, CFA to Send Message

Connect

  • Timeline

  • About me

    Senior Investment Advisor, Fifth Third Private Bank

  • Education

    • University of Tennessee

      -
      Master Business Administration; Finance, Marketing

    • LaSalle High School

      -

    • Lees-McRae College

      -
      Bachelor of Science Business

    • Haslam College of Business at the University of Tennessee

      2008 - 2009

  • Experience

    • Fifth Third Bank

      Jan 2006 - Jan 2008
      Financial Analyst

    • Fifth Third Bancorp

      Nov 2006 - Jul 2008
      Financial Analyst II

      Designed and maintained 6 monthly financial reporting packages for delivery to commercial banking CFO.Calculated and processed 4 incentive compensation plans for 350 relationship managers.Designed and maintained database for credit quality improvement program.Performed profit and loss statement research for commercial banking CFO.

    • University of Tennessee

      Oct 2008 - Dec 2009

      Collaboratively worked with finance department head, Dr. James Wansley, to improve Center for Executive education curriculum.Assisted in grading of course work including valuation projects.Redesigned course materials to allow for greater educational use and ease of use. Sat for Level 1 of the CFA Examination December 2011; Managed $150,000 for Mr. Jim Haslam with three classmates.Produced quarterly report on the portfolio performance.Researched and proposed equity securities for purchase and liquidation.

      • Graduate Assistant

        Aug 2009 - Dec 2009

      • Torch Fund Manager

        Oct 2008 - Oct 2009

    • Fifth Third Bancorp

      Dec 2009 - Aug 2011
      Financial Analyst III

      Designed and implemented goal setting process for 400 relationship managers.Process and calculate incentive compensation plans for fixed income traders, institutional sales reps, commercial treasury management officers, commercial relationship managers, and public funds bankers.Designed and implemented credit quality modifier process for relationship manager incentive compensation.Worked directly with commercial banking CFO to establish pay out ranges for relationship manager incentive compensation payments. Show less

    • Fifth Third Bank

      Dec 2009 - Aug 2015

      • Portfolio Manager

        Oct 2013 - Aug 2015

      • Associate Portfolio Manager

        Aug 2012 - Oct 2013

      • Financial Analyst III

        Dec 2009 - Aug 2012

    • PNC

      Aug 2015 - Jun 2022

      • Senior Investment Advisor

        Feb 2019 - Jun 2022

      • Investment Advisor

        Aug 2015 - Feb 2019

    • Fifth Third Private Bank

      Jun 2022 - now
      Senior Investment Advisor

  • Licenses & Certifications