April Schultz Email & Phone Number
Senior Associate Wealth Advisor @ Focus Partners Wealth
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April Schultz Location
- San Diego, CA, US
April Schultz Work
- 2025 -now Senior Associate Wealth Advisor @
- 2024 -2025 Financial Planner and Associate Wealth Advisor @
- 2023 -2024 Financial Planner and Associate Wealth Advisor @
- 2021 -2023 Financial Planner @
- 2019 -2020 Intern @
- 2019 -2019 Extern @
- 2018 -2018 Intern @
April Schultz Education
- San Diego State University
Bachelor of Science - BS (Financial Planning and Services)
April Schultz Skills
- Microsoft Excel
- Leadership
- Microsoft Word
- Microsoft PowerPoint
- Project Management
- Public Speaking
- Management
- Marketing
- Sales
- Salesforce
- eMoney
- Microsoft Office
- Customer Service
- Time Management
- Teamwork
- Communication
- Interpersonal Skills
April Schultz Summary
- April Schultz, based in San Diego, CA, US, is currently a Senior Associate Wealth Advisor at Focus Partners Wealth. April Schultz brings experience from previous roles at Focus Partners Wealth, HoyleCohen Wealth Management and SagePoint Financial. April Schultz holds a Bachelor of Science - BS in Financial Planning and Services @ San Diego State University. With a robust skill set that includes Microsoft Excel, Leadership, Microsoft Word, Microsoft PowerPoint, Project Management and more. April Schultz has 2 emails and 2 mobile phone numbers on RocketReach.
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