Jacob Schwartz
Biography:
Security Clearance: Top Secret Clearance
Military Experience: 20.0 years
Work Experience: 12.2 years
Work Experience:
I am a pioneering problem solver with a long-range strategic mindset and diverse
background in analytics, strategic planning, process improvement, financial management,
budget projections and communication. I possess 20+ years of experience in
analyzing data, controlling funds, providing budgetary recommendations to
leadership, acting on qualitative and quantitative data, and evaluating,
coaching, and leading teams. Furthermore, I am skilled at building, supporting, and sustaining working relationships to ensure shared mutual success of all parties involved. Finally, I possess a solid understanding of financial markets, risk management, and options provided by the recent
completion of my MBA, SIE, and current position as a portfolio manager and trader.
These traits, ideals, and passions give me the tools to be a positive contributor to a team
in a variety of positions. My goal is to find employment in the banking industry to utilize my risk management, leadership and finance experience.
Military Service:
Rank: Lieutenant Colonel
Branch/Position: Air Force
Period: May 2002 - May 2022
Occupation: Commander -
Security Clearance: Top Secret Clearance
Duties Description:Commands and directs administration, training, and employment of Operations Groups. Formulates plans and establishes policies for unit administration, operations, training, employment, maintenance, supply, and safety. Implements directives and operations orders from higher headquarters. Coordinates unit activities. Coordinates staff activities pertaining to administration, operations, intelligence, material, comptroller, planning, and programming to ensure accomplishment of unit mission.
Work history:
Job Title: Portfolio Manager
Company: Schwartz Trading LLC
Period: October 2023 - present
Role Description:Analyze daily market information and adjust portfolio allocations as needed.
Reads and analyze company 10K, 8K, and other documents to valuate current and future
value of the business.Analyze trading trends within the market and make options trades as applicable to
generate capital above alpha.Manages daily portfolio of $550K. Executes trading transactions (buys and sells stocks and options) according to defined rules and drives profits within the portfolio.
Job Title: Internal Audit
Company: Verizon
Period: May 2022 - October 2023
Role Description:Developed plans and supported internal partners to help them
understand the key role they play in maintaining strong internal controls and how
this is critical in reducing risk, increasing operational efficiency, and
protecting the shareholders, customers, and employees.Designed and executed financial, operational, or technology
audit programs that target high-risk areas in the company’s controls, systems,
and processes. Identified gaps and areas for improvement and evaluated their
significance and potential business impact to improve process effectiveness.Presented practical recommendations to senior leaders and
prepared written audit reports to document findings. Collaborated with and
educated process owners regarding the importance of maintaining strong internal
controls and the role of internal audit.Being a high visibility leader to drive organizational
change and guide the business to a successful future state. Attended learning
programs, training and networking sessions while preparing to become a future
leader in the organization through a defined career path.Job Title: Chief Operations Officer
Company: Kansas Air National Guard
Period: December 2015 - April 2022
Role Description:Led an organization of 60 individuals across administrative support, communication support, logistical support, and operations.
Oversaw all budgetary, procurement, and training for the organization totaling over $1 million.
In charge of driving process improvements for the organization to ensure all functional areas meet tasking timelines.
Provided mission and vision goals to guarantee understanding of the organization’s strategic objective and tactical execution.
Identified gaps to assess risk and provided guidance to staff on various courses of action to mitigate the risk.
Engaged across various echelons of management outside of the organization to ensure the budget is codified, training numbers are allocated, and logistical support is available when required.
Provided weekly presentations to senior staff on status of budget, manning, and usage rates based on quarterly requirements.
Authored the organizations yearly training execution plan.
Job Title: Director of Operations
Company: Kansas Air National Guard
Period: July 2014 - December 2015
Role Description:Led all operational elements of the organizations structure to certify completion of required events set forth by the Commander.
Executed the strategic objective of the Commander.
Aligned operational execution within the budgetary and allocation constraints to support the Commander’s yearly training plan.
Provided guidance to operational team leaders for individual team training and assignments.
Coordinated with outside organizations to ensure training objectives are met during multi-organizational events.
Provided detailed input into the yearly training execution plan in conjunction with the Commander.
Assessed operational risk and made sound judgements based on data driven solutions to ensure organizational objectives are met.
Job Title: Assistant Director of Operations
Company: Kansas Air National Guard
Period: August 2011 - July 2014
Role Description:Carried out daily operations detailed by the Director of Operations.
Provided data-based solutions to organizational budget, compliance, and medical functions.
Charged with supporting management’s strategic goals and driving process improvement at the executional level.
Communicated across multiple organizations to facilitate compliance with daily operational goals.
Oversaw daily functions for the operational staff to ensure compliance with guidance and orders.
Acted as a liaison during operations to synchronize data to confirm objectives are met.
Education:
American Military Unversity
Master of Business Administration (M.B.A.) – Finance
Period: December 2018 - December 2022
Kansas State University
Bachelor's Degree – Kinesiology
Period: August 1994 - December 1998
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