Chad Shultz Email & Phone Number
Managing Director - Regional Market Executive and Southern California @ Charles Schwab
Chad Shultz's Location
Newport Beach, CA, US
Chad Shultz's Work
- Managing Director - Regional Market Executive and Southern California @ Charles Schwab
- Vice President and Newport Beach Branch Manager @ Charles Schwab
- Vice President and Irvine Branch Manager @ Charles Schwab
- Senior Investment Consultant and Irvine Branch @ Charles Schwab
- Client Advocacy Team- Resolution Manager @ Charles Schwab
- Senior Investment Consultant and Irvine Branch @ Charles Schwab
- Trader and Client Service Specialist @ Charles Schwab
- Wealth Manager @ Cigna Financial Advisors
Chad Shultz's Education
- University of Arizona
Chad Shultz's Skills
- Mutual Funds
- Series 7
- Financial Planning
- Series 63
- Asset Management
- Risk Management
- Asset Allocation
- Investment Advisory
- Team Leadership
- Leadership Development
Chad Shultz's Summary
Chad Shultz, based in Newport Beach, CA, US, is currently a Managing Director - Regional Market Executive and Southern California at Charles Schwab, bringing experience from previous roles at Charles Schwab. Chad Shultz holds a University of Arizona. With a robust skill set that includes Mutual Funds, Series 7, Financial Planning, Series 63, Asset Management and more, Chad Shultz contributes valuable insights to the industry. Chad Shultz has 2 emails and 1 mobile phone number on RocketReach.
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