Jennifer Schulman
Directeur des opérations chez Solis Capital Partners LLC
Profil
Jennifer Schulman joined Solis as the Operations Manager in 2020 responsible for working with Solis investors and portfolio companies, along with overseeing Solis’ internal operations and marketing.
Jennifer brings more than 25 years of experience in the financial services industry, most recently with BNY Mellon Wealth Management where she spent over 12 years providing strategy and planning to high net worth families.
Jennifer earned her Bachelor of Arts degree in International Business from San Diego State University.
She’s a long-time resident of Newport Beach along with her husband and their two daughters.
Postes actifs de Jennifer Schulman
| Sociétés | Poste | Début |
|---|---|---|
Solis Capital Partners LLC
 Solis Capital Partners LLC Investment ManagersFinance Solis Capital Partners LLC (Solis Capital Partners) is a private equity firm founded in 2002 by Daniel Lubeck. The firm is headquartered in Newport Beach, California. | Directeur des opérations | 01/08/2020 |
Anciens postes connus de Jennifer Schulman
| Sociétés | Poste | Fin |
|---|---|---|
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Directeur/Membre du Conseil | 31/08/2020 |
BNY Mellon Wealth Management (Canada)
 BNY Mellon Wealth Management (Canada) Investment ManagersFinance Part of Guardian Capital Group Ltd., BNY Mellon Wealth Management (Canada) provides wealth management advisory services. The company is based in Toronto, Canada. BNY Mellon Wealth Management (Canada was acquired by Guardian Capital Group Ltd. from The Bank of New York Mellon Corp. on March 01, 2021. The CEO of the Canadian company is Catherine Ann M. Keating. | Directeur/Membre du Conseil | 31/07/2018 |
Formation de Jennifer Schulman
| San Diego State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Solis Capital Partners LLC
Solis Capital Partners LLC Investment ManagersFinance Solis Capital Partners LLC (Solis Capital Partners) is a private equity firm founded in 2002 by Daniel Lubeck. The firm is headquartered in Newport Beach, California. | Finance |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
BNY Mellon Wealth Management (Canada)
BNY Mellon Wealth Management (Canada) Investment ManagersFinance Part of Guardian Capital Group Ltd., BNY Mellon Wealth Management (Canada) provides wealth management advisory services. The company is based in Toronto, Canada. BNY Mellon Wealth Management (Canada was acquired by Guardian Capital Group Ltd. from The Bank of New York Mellon Corp. on March 01, 2021. The CEO of the Canadian company is Catherine Ann M. Keating. | Finance |