Kathy Schultz's Location
Tampa, Florida, United States
Kathy Schultz's Work
- Regional Fixed Income Specialist @ Charles Schwab
- Director, Ria and Independent Advisor Sales @ Citi
- Retail and High-Net-Worth Product Specialist, Municipal Securities Division - Director Level @ Citi
- Vice President and Retail Product Specialist, Municipal Sales and Marketing, Smith Barney @ Citi
Kathy Schultz's Education
- Seton Hall University, Stillman School of Business
Bachelor of Science (BS) ( Business Management)
Kathy Schultz's Skills
- Series 7
- Series 63
- Municipal Bonds
- Fixed Income Portfolio Management
- Wealth Management
- Presentation Skills
- Capital Markets
- Financial Services
- Investments
Kathy Schultz's Summary
Kathy Schultz, based in Tampa, Florida, United States, is currently a Regional Fixed Income Specialist at Charles Schwab, bringing experience from previous roles at Citi. Kathy Schultz holds a Bachelor of Science (BS) in Business Management @ Seton Hall University, Stillman School of Business. With a robust skill set that includes Series 7, Series 63, Municipal Bonds, Fixed Income Portfolio Management, Wealth Management and more, Kathy Schultz contributes valuable insights to the industry. Kathy Schultz has 1 email on RocketReach.
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