Jeff Schulte
About Jeff Schulte
Jeff Schulte serves as the Head of Product and Operations at ForUsAll, Inc., bringing over two decades of experience in financial services. He has a background in English and American Literature from Brown University and an MBA from Columbia Business School, and he focuses on simplifying financial decisions through technology.
Current Role at ForUsAll
Jeff Schulte serves as the Head of Product and Operations at ForUsAll, Inc. since 2015. In this role, he focuses on utilizing technology to simplify complex financial decisions for employees. He has been instrumental in developing tools that enhance employee engagement with retirement benefits, including a virtual advisor tool. His leadership in product management and operations has contributed to the company's mission of improving retirement planning for employees.
Educational Background
Jeff Schulte holds a Bachelor of Arts degree in English and American Literature from Brown University. He furthered his education at Columbia Business School, where he earned a Master of Business Administration (MBA) with a focus on Marketing and Finance. His academic background provides a strong foundation for his career in financial services and product management.
Previous Work Experience
Before joining ForUsAll, Jeff Schulte accumulated extensive experience in the financial services industry. He worked at Financial Engines in various roles, including Vice President of Product Management and Director of Customer Experience. His tenure at Charles Schwab as Director of Technical Product Development also contributed to his expertise. Earlier in his career, he worked as an Editor at Chronicle Books, which provided him with a diverse skill set.
Achievements in Product Management
Throughout his career, Jeff Schulte has demonstrated a commitment to product innovation and customer satisfaction. He has leveraged agile methodologies to drive product development and has played a key role in partnerships, such as the integration of cryptocurrency options into retirement plans with Coinbase. His contributions include creating detailed participant reports for plan sponsors, identifying areas where employees require assistance.
Financial Services Expertise
With over two decades of experience in financial services, Jeff Schulte has developed a strong understanding of the industry. He began his career at Charles Schwab and has since worked in various capacities that have shaped his expertise. He is a licensed Investment Advisor Representative, reflecting his commitment to providing informed financial guidance.