Cetera Financial Group
Jason Schulman is a seasoned professional with extensive experience in project management and risk assessment within the financial services industry. Currently serving as a Senior Project Manager at Cetera Financial Group since November 2022, previous roles include Risk Principal at Morgan Stanley from August 2016 to November 2022, where responsibilities encompassed oversight of the Annuities & Insurance Central Review Unit and leadership as Product Owner for Graystone Consulting. Early career experiences include a Financial Services Professional position at NYLIFE Securities LLC from June 2012 to April 2015 and an internship as a Benefits Sales Consultant at Aflac in 2010. Jason Schulman holds dual Bachelor's degrees in Economics and International Studies from American University.
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