Barrett Schultz's Location
San Antonio, TX, US
Barrett Schultz's Work
- Chief Compliance Officer @ Coastal Equities, Inc.
- Managing Principal @ Barrett Schultz Consulting
- VP of Operations and Chief Compliance Officer @ McNally Financial Services Corporation
- President and Chief Compliance Officer @ ILG Securities
- Chief Compliance Officer @ Investors Life Insurance Company of North America - Seperate Accounts
- Managment Consultant @ U.S. Global Investors
- Consultant @ HMPP LLC
- Consultant @ Financial Industries Corp.
- Manager @ USAA
Barrett Schultz's Education
- The University of Texas at San Antonio
BBA (Finance)
- University of the Incarnate Word
Master of Business Administration - MBA
Barrett Schultz's Skills
- Financial Services
- Training
- Financial Modeling
- Services
- Investments
- Business Development
- Project Management
- Risk Management
- Internal Audit
- Accounting
Barrett Schultz's Summary
Barrett Schultz, based in San Antonio, TX, US, is currently a Chief Compliance Officer at CoastalOne, bringing experience from previous roles at Barrett Schultz Consulting, McNally Financial Services Corporation, ILG Securities and Investors Life Insurance Company of North America - Seperate Accounts. Barrett Schultz holds a BBA in Finance @ The University of Texas at San Antonio. With a robust skill set that includes Financial Services, Training, Financial Modeling, Services, Investments and more, Barrett Schultz contributes valuable insights to the industry. Barrett Schultz has 3 emails and 1 mobile phone number on RocketReach.
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Ross Brannon
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