Profil
Patrick Gerard Schultz worked as a Regional Vice President at New York Life Investment Management LLC from 2005 to 2019.
He then became the Chief Investment Officer at Dominguez Wealth Management Solutions, Inc. in 2019, where he is expected to work until 2023.
Ehemalige bekannte Positionen von Pat Schultz
Unternehmen | Position | Ende |
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Dominguez Wealth Management Solutions, Inc.
Dominguez Wealth Management Solutions, Inc. Investment ManagersFinance Dominguez Wealth Management Solutions, Inc. (DWMS) is an independent, SEC-registered investment advisor headquartered in Williamsburg, Virginia. The firm was founded by Jeff Dominguez in 2014. DWMS provides advisory services to individual and institutional clients. | Chief Investment Officer | 01.04.2023 |
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Corporate Officer/Principal | 01.08.2019 |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
Beziehungen
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Private Unternehmen | 2 |
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New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Finance |
Dominguez Wealth Management Solutions, Inc.
Dominguez Wealth Management Solutions, Inc. Investment ManagersFinance Dominguez Wealth Management Solutions, Inc. (DWMS) is an independent, SEC-registered investment advisor headquartered in Williamsburg, Virginia. The firm was founded by Jeff Dominguez in 2014. DWMS provides advisory services to individual and institutional clients. | Finance |