Jeffrey Schultz Email & Phone Number
Executive Vice President and Chief Investment Officer, Managing Director of Trust and Wealth Management @ American National Bank & Trust
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Jeffrey Schultz Location
- Wichita Falls, TX, US
Jeffrey Schultz Work
- 2001 -now Executive Vice President and Chief Investment Officer, Managing Director of Trust and Wealth Management @
- 1999 -2001 Vice President - Portfolio Manager @ Herbert R. Smith, Inc
- 1993 -1999 Vice President - Portfolio Manager @ Sentry Management, Inc.
- 1991 -1993 Financial Analyst @ Finkelstein, Thompson and Loughran
- 1981 -1983 Intern @ Rylander, Clay & Opitz, LLP
Jeffrey Schultz Education
- Texas Christian University
BBA (Finance)
1979-1984 - Southern Methodist University
Southwestern Graduate School of Banking (Southwestern Graduate School of Banking)
Jeffrey Schultz Skills
- Banking
- Fixed Income
- Bonds
- Portfolio Management
- Investments
- Finance
- Process Improvement
- Treasury Management
- Asset Allocation
- Equities
- Wealth Management
- Investment Strategies
- Real Estate
- Microsoft Excel
- Asset Management
- Financial Analysis
- Budgets
- Management
- Credit Analysis
- Loans
- Analysis
- Securities
- Investment Management
Jeffrey Schultz Summary
- Jeffrey Schultz, based in Wichita Falls, TX, US, is currently a Executive Vice President and Chief Investment Officer, Managing Director of Trust and Wealth Management at American National Bank & Trust. Jeffrey Schultz brings experience from previous roles at Herbert R. Smith, Inc, Sentry Management, Inc., Finkelstein, Thompson and Loughran and Rylander, Clay & Opitz, LLP. Jeffrey Schultz holds a 1979 - 1984 BBA in Finance @ Texas Christian University. With a robust skill set that includes Banking, Fixed Income, Bonds, Portfolio Management, Investments and more. Jeffrey Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
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