Greg Schultheis Email & Phone Number
Senior Wealth Planner @ Carson Wealth
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Greg Schultheis Location
- Walden, NY, US
Greg Schultheis Work
- Senior Wealth Planner @ (July 2024 - Present)
- Associate Relationship Manager @ Geller Advisors LLC (March 2023 - June 2024)
- Financial Services Representative @ (May 2021 - March 2023)
- Associate @ (January 2021 - June 2021)
- Financial Planner @ (January 2020 - January 2021)
- Senior Analyst @ (January 2019 - January 2020)
- Financial Analyst @ (May 2017 - January 2019)
- Intern @ (January 2017 - May 2017)
- Assistant @ Kegelman Associates LLC (April 2013 - April 2015)
Greg Schultheis Education
- Seton Hall University
Bachelor's degree (Finance)
2013-2017
Greg Schultheis Skills
- Microsoft Word
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Bloomberg Terminal
- Customer Service
- Management
- Financial Planning
- Personal Financial Planning
- Investment Strategies
- Estate Planning
- Tax Planning
- Tax Preparation
- Visual Basic for Applications (VBA)
Greg Schultheis Summary
- Greg Schultheis, based in Walden, NY, US, is currently a Senior Wealth Planner at Carson Wealth. Greg Schultheis brings experience from previous roles at Geller Advisors LLC, Integrity Advisors Pension Consultants, Inc and Goldman Sachs. Greg Schultheis holds a 2013 - 2017 Bachelor's degree in Finance @ Seton Hall University. With a robust skill set that includes Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg Terminal and more. Greg Schultheis has 2 emails on RocketReach.
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