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Jeffrey Schwarte

Portfolio Manager

Principal Financial Services Inc

United States, Iowa, Des Moines

About Me

Experienced Portfolio Manager with a demonstrated history of working in the asset management industry. Skilled in Portfolio Management, Risk Management, Quantitative Research, Big Data Analytics, Behavioral Finance, Smart Beta, and Global Equities. Strong finance professional with a Bachelor’s Degree focused in Accounting from University of Northern Iowa.

Profile Information

Portfolio Manager

Principal Financial Services Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Des Moines

Iowa

United States

May 15, 2024

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