Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

KENNETH SCHULTZ

Mahtomedi, MN

Summary

Accomplished Trader - Senior Trader with a proven track record at Ameriprise Financial, specializing in municipal principal book management and fixed income securities. Expert in leveraging Bloomberg and Tradeweb for strategic trading, complemented by exceptional negotiation skills and the ability to make swift, informed decisions under pressure. Demonstrates a solid grasp of financial markets, ensuring compliance and regulatory adherence.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Director - Senior Trader

Ameriprise Financial
04.2010 - 01.2024

Manage daily trading in Municipal principal book; maintain and update inventory records of fixed income securities, retain documentation on trades and ensure timely execution of orders with confirmation of compliance and regulatory adherence.

Fixed Income Trading and Sales

Cronin & Co
03.2008 - 04.2010

Education

BBA - Finance

University of North Dakota
Grand Forks, ND
06-1996

Skills

  • Solid knowledge of fixed income markets and various trading strategies
  • Strong financial, quantitative and qualitative skills
  • Solid knowledge of the trading process and electronic trading systems (eg Bloomberg, Tradeweb, MarketAxess, etc)
  • Excellent decision making, negotiation, results and detailed oriented skills; ability to make real-time trading decisions weighing complex circumstances under considerable time pressure

Certification

  • Series 7, 63 & 65

Timeline

Director - Senior Trader

Ameriprise Financial
04.2010 - 01.2024

Fixed Income Trading and Sales

Cronin & Co
03.2008 - 04.2010

BBA - Finance

University of North Dakota
KENNETH SCHULTZ