Jim Schaberg has been a Managing Director in Incapital Holdings Llc since 1999. Moreover, Jim Schaberg has on-the-job experience at more than six companies in the related field. Jim has a total work experience of 31+ years. Jim Schaberg studied at the Michigan State University from 1973 to 1975. Jim has the following certificates: Financial Industry Regulatory Authority (Finra), Securities Series 7, 24, and Securities Series 7, 24, 53, 63, 65. Nowadays they live in Chicago, Illinois region. Find this expert's actual contacts with our search.
Name variants:
James Schaberg
Last updated May 26, 2024
Contact Information
Last Update
Jul 3, 2022
Email
ji**@incapital.com, ji**@gmail.com, ji**@incapital.com
Location
Chicago, IL
Company
Workplace
Colleagues
Work History
Managing Director
200 south Wacker Dr SUITE 3700, Chicago, IL 60606
Managing Director, Head of Marketing for 16 years
Incapital is a leading underwriter and distributor of fixed income and structured notes
Led marketing team targeting financial advisors a...
Nov 1999 — Sep 2015
Financial Services Consultant
Financial Services Consulting / 30+ Years in Sales & Marketing to Institutional and Individual Investors Managing Rental Properties Bordering the National Lakeshore in Leelanau County, North...
from Sep 2015
Director, Senior Client Manager
Optimark Technologies pioneered electronic trade-matching for equities in institutional accounts
Client management in the midwest for 2 years prior to joining Incapital
Covered institutio...
1997 — 1999
Partner and Portfolio Manager
Partner & Investment Advisor in RIA space
Cleared through Fidelity Institutional
Developed new accounts and managed portfolios
1994 — 1997
Manager, Birmingham Investor Center
245 Summer St, Boston, MA 02210
VP, Branch Office Manager for Fidelity Investor Center in Birmingham -- Point man to open a new office for Fidelity Brokerage Services -- Within two years, the Birmingham office was a leadin...
1992 — 1994
Vice President Sales and Marketing
Partner & Director of wholesale fixed income securities firm -- Division of NYC money center bank -- Spin-off of JW Korth & Company, a pioneer in origination and distribution of fixed income...
1983 — 1991
Education
1973 — 1975
Occupations
Accountant
Finance and Accounting Specialist
Counselor
Executive
Chief Executive Officer
Insurance Agent
Underwriter
Investor
Accounting Bookkeeper
Bookkeeper
Advisor
Corporate Executive
Chief Executive
Skills
Fixed Income
Structured Products
Capital Markets
Bonds
Investments
Portfolio Management
Alternative Investments
Corporate Branding
Equities
Investment Banking
Management
Hedge Funds
Finance
Series 7
Structured Finance