Sheila Buchwald

Sheila Buchwald

Implementation Manager Institutional / Prime Brokerage, Senior Acct Exec Broker Dealer Services @ Apex Fintech Solutions

About Sheila Buchwald

Sheila Buchwald is an Implementation Manager at Apex Clearing Corporation, specializing in Institutional and Prime Brokerage services. She has extensive experience in the finance sector, having held senior roles at notable firms including J.P. Morgan and Bear Stearns Securities Corporation.

Work at Apex Fintech Solutions

Sheila Buchwald currently serves as an Implementation Manager in the Institutional and Prime Brokerage sectors at Apex Clearing Corporation. She also holds the position of Senior Account Executive in Broker Dealer Services. Since joining the company in 2016, she has contributed to various initiatives within the Dallas/Fort Worth Area, focusing on enhancing service delivery and client satisfaction.

Previous Experience in Finance

Before her tenure at Apex Clearing Corporation, Sheila Buchwald worked at Conifer Financial Services as Vice President for one year, from 2015 to 2016, in Middle Back Office Services. Prior to that, she spent seven years at J.P. Morgan as an Associate in San Francisco, from 2008 to 2015. Her career began at Bear Stearns Securities Corporation, where she served as Vice President for nine years, from 1999 to 2008, in the San Francisco Bay Area.

Education and Expertise

Sheila Buchwald has a solid educational background in business administration and management. She studied at San Francisco State University, where she earned a Bachelor of Science (B.S.) degree. Additionally, she attended Notre Dame de Namur University, furthering her studies in business administration. In 2019, she completed the Level 2 Award in Wines and Spirits at the Wine & Spirit Education Trust, which lasted for one month.

Career Development

Throughout her career, Sheila Buchwald has developed expertise in various aspects of financial services, particularly in implementation management and account executive roles. Her experience spans multiple reputable firms, where she has honed her skills in service delivery and client management. This diverse background has equipped her with a comprehensive understanding of the financial industry.

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