Anna Diaz-Schultz Email & Phone Number
Partner, Wealth Advisor @ Corient
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Anna Diaz-Schultz Location
- San Diego, CA, US
Anna Diaz-Schultz Work
- 2018 -now Partner, Wealth Advisor @
- 2009 -2018 Senior Vice President @
- 2005 -2009 Vice President @ U.S. Trust
- 2002 -2012 Private Client Advisor @
- 2002 -2005 Assistant Vice President @ Private Bank of Bank of America
- 1997 -2001 Bank Associate and Bank Officer @ Bank of America
Anna Diaz-Schultz Education
- The University of Chicago Booth School of Business
Executive Education (Executive Education, Certified Private Wealth Advisor)
2019-2020 - The Wharton School
(US Trust/Wharton - Executive program in Investment Management and Finance)
2011-2011 - Exit Planning Institute
(Certified Exit Planning Advisor)
2019 - College for Financial Planning
(Certified Financial Planner)
2011 - San Diego State University-California State University
B.S. (B.S., Financial Services)
Anna Diaz-Schultz Summary
- Anna Diaz-Schultz, based in San Diego, CA, US, is currently a Partner, Wealth Advisor at Corient. Anna Diaz-Schultz brings experience from previous roles at U.S. Trust, US Trust and Private Bank of Bank of America. Anna Diaz-Schultz holds a 2019 - 2020 Executive Education in Executive Education, Certified Private Wealth Advisor @ The University of Chicago Booth School of Business. Anna Diaz-Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
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Anna Diaz-Schultz
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