Sheila Buchwald

Implementation And Senior Relationship Manager - Institutional at Apex Fintech Solutions

Sheila Buchwald is an experienced finance professional specializing in prime brokerage, institutional, and broker-dealer services. Currently serving as an Implementation Manager at Apex Clearing Corporation since August 2016, Sheila manages senior-level relationships and delivers comprehensive solutions to ensure high customer satisfaction. Previous roles include Vice President at Conifer Financial Services, where operations and hedge fund reconciliation services were provided, and Associate at J.P. Morgan, managing senior relationships and translating customer requirements into solutions. Sheila's tenure at Bear Stearns Securities Corporation as Vice President also contributed to a robust foundation in financial services. Educational credentials include a Bachelor of Science in Business Administration and Management from San Francisco State University and a Level 2 Award in Wines and Spirits from the Wine & Spirit Education Trust.

Location

Dallas, United States

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Apex Fintech Solutions

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Apex Fintech Solutions is the “fintech for fintechs” powering innovation and the future of digital wealth management.


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Employees

501-1,000

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