Ryan Schultz

Portfolio Analytics at First Trust

Role
National Accounts Portfolio Analyst at First Trust
Location
Wheaton, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. National Accounts Portfolio Analyst

    First Trust

    May 2012 — Present · Wheaton, IL, US

Skills

  • Problem Solving
  • Morningstar Direct
  • Economic Research
  • Asset Allocation
  • Teamwork
  • Mutual Funds
  • Valuation
  • Modern Portfolio Theory
  • Corporate Finance
  • Organizational Effectiveness
  • Investments
  • Analytical Abilities
  • Fixed Income
  • Securities
  • Etfs
  • Powerpoint
  • Public Speaking
  • Team Leadership
  • Equity Valuation
  • Financial Analysis
  • Series 7
  • Statistics
  • Economics
  • Portfolio Management
  • Microsoft Technologies

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Ryan Schultz — National Accounts Portfolio Analyst at First Trust in Wheaton, IL, US | Unifers