Jonathan Schmitz

Managing Director at Apex Group Ltd

Role: Managing Director at Apex Group Ltd
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Managing Director
Apex Group Ltd
Jun 2019 — Present · Charlotte, NC, US
Managing Director of the Apex Charlotte office

Education

University of Central Florida
Bachelor of Science (B.S.), Management Information Systems
1999 — 2004
University of Central Florida
Bachelor of Business Administration (B.B.A.), Finance
1999 — 2004

Skills

Reconciliations
Accounting
Account Reconciliation
Financial Reporting
Fund Accounting
Microsoft Excel
Hedge Funds

Contact information

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Work email
•••••@apexgroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Apex Group Ltd

Financial Services · 13K employees · Founded 2003

Apex Group Ltd is a global financial services provider founded in Bermuda in 2003. The company specializes in asset servicing across the entire value chain, employing over 13,000 people in more than 100 offices across 52 countries. Apex Group manages over $3.5 trillion in assets and supports a diverse clientele, including asset managers, financial institutions, and family offices. Apex offers a comprehensive range of services, including capital raising, fund administration, market access, and digital asset solutions. The company emphasizes innovative technology and a unified platform to enhance service delivery and adapt to evolving regulatory environments. Key initiatives include the launch of ESG offerings, digital banking, and the Apex Foundation, which focuses on charitable efforts. Apex Group is committed to leveraging fintech tools to drive digital disruption in fund and asset servicing.

apexgroup.com

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Experience

Managing Director

Education

University of Central Florida

University of Central Florida

Skills

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