Catherine Schultz's Location
Denver, Colorado, United States
Catherine Schultz's Work
- Vice President, Wealth Planner @ Fidelity Investments
- Finanical Consultant @ Fidelity Investments
- 401k Plan Account Manager @ Empower Retirement
- Plan Account Coordinator @ Empower Retirement
- Financial Advisor, Managed Accounts @ Advised Assets Group LLC
- Financial Advisor @ Edward Jones
Catherine Schultz's Education
- University of Colorado Boulder
Bachelor of Science (Law, Banking, Accounting, Finance, Corporate Finance)
Catherine Schultz's Skills
- Microsoft Office
- Toastmasters
- Certified Financial
- Finra Series 7
- Salesforce.com
- Sales
- Colorado State
Catherine Schultz's Summary
Catherine Schultz, based in Denver, Colorado, United States, is currently a Vice President, Wealth Planner at Fidelity Investments, bringing experience from previous roles at Fidelity Investments, Empower Retirement and Advised Assets Group LLC. Catherine Schultz holds a Bachelor of Science in Law, Banking, Accounting, Finance, Corporate Finance @ University of Colorado Boulder. With a robust skill set that includes Microsoft Office, Toastmasters, Certified Financial, Finra Series 7, Salesforce.com and more, Catherine Schultz contributes valuable insights to the industry. Catherine Schultz has 1 email on RocketReach.
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