Brian Schultz Email & Phone Number
President and Financial Advisor
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Brian Schultz Location
- East Syracuse, NY, US
Brian Schultz Work
- Chief Executive Officer @ Centro (August 2020 - January 2024)
- Board Member @ Bishop Grimes Jr./Sr. High School Board of Directors (May 2014 - June 2025)
- President and Financial Advisor @ Choice Point Advisors LLC (December 2012 - Present)
- Councilor @ Town of DeWitt (January 2010 - December 2013)
- Commissioner @ DeWitt Fire District Board of Fire Commissioners (January 2006 - February 2022)
- Chairman of the Board of Directors @ (January 2004 - April 2020)
- Volunteer Firefighter and EMT @ DeWitt Fire Department (January 2004 - December 2022)
- Registered Principal @ (January 2001 - January 2010)
- Branch Manager @ (January 2000 - January 2010)
- Financial Advisor @ (January 1997 - January 2012)
Brian Schultz Skills
- Financial Analysis
- Risk Management
- Finance
- Small Business
- Leadership
- Investment Strategies
- FINRA
- Series 7
- Financial Advisory
- Portfolio Management
- Insurance
- Estate Planning
- Public Speaking
- Wealth Management
- Strategic Planning
- Investments
- Retirement
- Securities
- Retirement Planning
- Customer Service
Brian Schultz Summary
- Brian Schultz, based in East Syracuse, NY, US, is currently a President and Financial Advisor at Choice Point Advisors LLC. Brian Schultz brings experience from previous roles at Centro, Bishop Grimes Jr./Sr. High School Board of Directors, Town of DeWitt and DeWitt Fire District Board of Fire Commissioners. With a robust skill set that includes Financial Analysis, Risk Management, Finance, Small Business, Leadership and more. Brian Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
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