Mark Jason Schmulen

Current Employers

Employment History

• 03/2017 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 09/2020 → 07/2024
  Real Page, Inc.
  Richardson, TX
• 10/2018 → 09/2020
  Chirp Systems, Inc.
  Houston, TX
• 01/2025 → Present
  Propmatic, Inc
  Houston, TX
• 09/2015 → Present
  Jelly Capital, Llc
  Houston, TX

Other Businesses

1) Innovative Food Holdings; Not investment-related; 28411 Race Track Road, Bonita Springs, FL 34135; Specialty food distribution; Director of Board of Directors, Chairman of Governance Committee and Member of the Audit Committee; 1/2020; 5 hours/month devoted; 0 hours during securities trading hours; Serves on the Board of Directors and as Chairman of the Governance Committee. 2) Jelly Capital, LLC; Investment related; 11115 Wickway Drive, Houston, TX 77024; DBA for a Trust; Manager/Limited Partner; September 2015; 5 hours per month; 0 hours during securities trading hours; invest in private investments through this entity. 2) PropMatic Inc.; not investment related; 3120 Southwest Fwy, Suite 101, PMB 151156, Houston, Texas 77098; technology and AI-driven marketing & conversion platform focused on the real estate leasing industry.; President and Chief Executive Officer; January 27, 2025; 120 hours/month; 80 hours during securities trading hours; identifying a problem in the real-estate market and working with a team to develop a solution, set the product and go-to-market strategy, and scale the business operations. 4) Saivory, Inc.; Not investment-related; 4651 Devon St. Houston, TX 77027; Software-as-a-Service Solutions for the Food Services Industry; Board Director and Investor; 3/07/2025; 10 hours per month; 5 hours during securities trading hours; assist with fund raising and corporate strategy. 5) Congregation Beth Israel Endowment Fund, Inc.; Investment-related; 5600 North Braeswood, Houston, Texas 77096; Endowment Fund; Board of Directors and Member; 4/15/2026; 1 hours per month; 0 hours during securities trading hours; assist with management of the endowment's investments and distribution of funds.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-18