Jack Schultz Email & Phone Number
Principal, Institutional Portfolio Consultant @ Bahl & Gaynor
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Jack Schultz Location
- Orinda, CA, US
Jack Schultz Work
- 2024 -now Principal, Institutional Portfolio Consultant @
- 2022 -2024 Vice President, Market Leader @
- 2004 -2022 Vice President, Senior Advisor Consultant @
Jack Schultz Education
- Vanderbilt University
BA (Economics and English)
- De La Salle High School
Jack Schultz Skills
- Banking
- Series 6
- Sales
- 529 Plans
- Separately Managed Accounts
- Wealth Management
- Alternative Investments
- Investment Strategies
- Asset Allocation
- Securities
- Investments
- Asset Managment
- Bonds
- 401k
- Financial Advisory
- Asset Management
- Mutual Funds
- Portfolio Management
- Strategic Planning
- Strategy
- Marketing
- Microsoft Excel
- Research
Jack Schultz Summary
- Jack Schultz, based in Orinda, CA, US, is currently a Principal, Institutional Portfolio Consultant at Bahl & Gaynor. Jack Schultz brings experience from previous roles at Invesco US and Franklin Templeton Investments. Jack Schultz holds a BA in Economics and English @ Vanderbilt University. With a robust skill set that includes Banking, Series 6, Sales, 529 Plans, Separately Managed Accounts and more. Jack Schultz has 4 emails and 5 mobile phone numbers on RocketReach.
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