“As the largest third party mutual fund distributor, Quasar Distributors is also the largest NSCC sponsor of mutual funds.”– Jim Schoenike
Senior Vice President
Jim Schoenike has been in the investment services industry since 1981 and has more than 28 years with U.S. Bank. He began his career with a Milwaukee-based NYSE and FINRA member firm. Since 1990, he has been employed by various subsidiaries of U.S. Bank and was instrumental in establishing Quasar Distributors in 2000, a FINRA member broker-dealer dedicated to underwriting and distributing mutual funds. Jim’s responsibilities have included supervision of trading and underwriting activities for Firstar Investment Services and Firstar Bank fixed income department (separate broker-dealers), management of the institutional sales staff for Firstar Bank, management of Firstar’s Institutional Custody services, establishment and supervision of the securities lending capabilities for Firstar Trust Company, Institutional Custody sales and Trustee for the CUNA government program, a $200 million Firstar Bank common OCC regulated trust fund.
Jim received his Bachelor of Science degrees in economics and business administration from Carroll College. Since 1992, he has participated in the FINRA securities arbitration program as an industry arbitrator. His FINRA licenses include series 7, 63, 24 (General Securities Principal), 4 (Options Principal), 53 (Municipal Securities Principal) and 99 (Operations Professional).