Barrett Schultz Location
- San Antonio, TX, US
Barrett Schultz Work
- 2025 - now Chief Operating Officer @
- 2005 - now Managing Principal @ Barrett Schultz Consulting
- 2024 - 2025 Chief Compliance Officer @
- 2021 - 2024 Chief Compliance Officer @
- 2011 - 2021 VP of Operations and Chief Compliance Officer @
- 2006 - 2018 President and Chief Compliance Officer @ ILG Securities
- 2009 - 2018 Chief Compliance Officer @ Investors Life Insurance Company of North America - Seperate Accounts
- 2005 - 2008 Managment Consultant @
- 2005 - 2006 Consultant @ HMPP LLC
- 2004 - 2006 Consultant @ Financial Industries Corp.
- 1992 - 2004 Manager @
Barrett Schultz Education
- The University of Texas at San Antonio
BBA (Finance)
- University of the Incarnate Word
Master of Business Administration - MBA (Finance, General)
Barrett Schultz Skills
- Internal Audit
- Strategic Planning
- Securities
- Auditing
- Investments
- AML
- Series 6
- CRM
- Executive Management
- Finance
- Program Management
- Investment Advisory
- Management
- Portfolio Management
- Training
- FINRA
- Project Management
- Financial Services
- Risk Assessment
- Risk Management
- Financial Analysis
- Change Management
- Series 7
- Operations Management
- Financial Modeling
- Accounting
- Process Improvement
- Insurance
- Mergers & Acquisitions
- Contract Management
- Financial Reporting
- Corporate Finance
- Banking
- Mutual Funds
- Due Diligence
- Data Analysis
- Strategic Financial Planning
- Problem Solving
- Operating Systems
- Business Process Mapping
- Internal Audits
- Business Relationship Management
- Services
- Business Development
- Public Speaking
- Microsoft Office
- Mergers and Acquisitions
Barrett Schultz Summary
- Barrett Schultz, based in San Antonio, TX, US, is currently a Chief Operating Officer at Realta Wealth. Barrett Schultz brings experience from previous roles at Barrett Schultz Consulting, Ashton Thomas Private Wealth, Realta Wealth and McNally Financial Services Corporation. Barrett Schultz holds a BBA in Finance @ The University of Texas at San Antonio. With a robust skill set that includes Internal Audit, Strategic Planning, Securities, Auditing, Investments and more. Barrett Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Barrett Schultz?
Find contact details for 700 million professionals.
Others Named Barrett Schultz
Barrett Schultz
Tax Associate
Calgary, AB, CA
Top Realta Wealth Employees
Barrett Schultz
Chief Operating Officer
San Antonio, TX, US
John McNichol
Fixed Income Principal
West Chester, PA, US
Scott Smith
President
Excelsior, MN, US
Jake Palmer
Chief Compliance Officer
San Antonio, TX, US
Mark Karstrom
Wealth Manager
Chicago, IL, US
Chelsea Sharp
Commission Analyst
La Mesa, CA, US
Daniel Foraker
Head of Supervision - Senior Vice President
Philadelphia, PA, US
Kenneth Fischer
Chief Technology Officer
Philadelphia, PA, US
Tim Snodgrass
Vice President, Special Tax Group
United States
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co