Jacob F Schutt is a skilled expert, that works in Wealthconnect as a Board Member since 2020. This expert has earned professional experience in more than nine positions at different companies. Jacob F Schutt went to the University of Colorado Boulder and was studying there from 1992 to 1994. San Francisco, California is the city, where this expert was lastly known to be settled. This expert's email address and phone can be accessed through this website by request.
Name variants:
Jakob Schutt,
Jaycob Schutt,
Jake Schutt,
Jay Schutt,
Jakl Schutt
Last updated May 22, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ja**@paralleladvisors.com
Location
San Francisco, CA
Company
Wealthconnect
Workplace
Board Member
Work History
Board Member
18747 Highway 178, Weldon, CA 93283
Audubon's mission is to conserve and restore natural ecosystems, focusing on birds, other wildlife, and their habitats for the benefit of humanity and the earth's biological diversity. By br...
Jan 1, 2011 — Oct 2017
Chairman of the Board
Richardson's Bay Audubon Center & Sanctuary is located on the edge of the San Francisco Bay. The center is primarily a sanctuary providing habitat for migratory waterbirds and other wildlife...
May 1, 2009 — Oct 2017
Advisor To the Finance Board
944 Simmonds Rd, Sausalito, CA 94965
As a member of the Advisory Committee to the Finance Board, Jake assists Headlands in the regular review of the budget, income statement and to forecast future obligations of the organizatio...
Aug 2008 — May 2011
Financial Advisor
1585 Broadway, New York, NY 10003
I run a high net worth practice focusing on complex estate planning issues surrounding inter-generational wealth transfer, trusts, investment management, asset allocation, and alternative in...
Aug 2002 — May 2007
Principal
150 Spear St SUITE 950, San Francisco, CA 94105
Jake joined Parallel Advisors as a Principal and owner in May of 2007. Parallel Advisors is an SEC registered wealth management firm focusing on comprehensive, customized, asset allocation a...
from May 2007
Chairman of the Board
Wilmon Timberlands is a timberland investment management firm catering to high net worth individuals, trusts and LLCs. Wilmon has been managing and investing clients in timber since 1962 - o...
from Sep 1, 2004
Education
1992 — 1994
1990 — 1992
Occupations
Executive
Board Member
Accountant
Finance and Accounting Specialist
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Wealth Management
Asset Allocation
Portfolio Management
Strategic Financial Planning
Estate Planning
Series 7
Investment Management
Financial Modeling
Financial Advisory
Capital Markets
Investment Banking
High Net Worth Individuals
Strategic Planning
Program Management
Leadership
Finance
Management
Asset Managment
Alternative Investments
FAQs about Jacob F Schutt
What is the profession of Jacob F Schutt?
This professional's job is Board Member
What jobs is Jacob proficient at at?
Jacob is proficient at such jobs as Executive and Board Member.
Where is Jacob F Schutt currently located?
The expert is located in San Francisco, California.
What is the expert's email?
The expert's email is ja**@paralleladvisors.com.
Where did Jacob F Schutt work?
The professional worked at Wealthconnect, Audubon California.
What education does Jacob F Schutt have?
Jacob studied at the University of Colorado Boulder from 1992 to 1994.
Are there any professional industries Jacob F Schutt is connected to?
Jacob F Schutt works in Financial Services industry.
What are professional skills of Jacob F Schutt?
Jacob F Schutt has skills in the following areas: Investments, Wealth Management, Asset Allocation, Portfolio Management, Strategic Financial Planning, Estate Planning, Series 7, and Investment Management.