Kathy Schultz's Location
Florida, United States
Kathy Schultz's Work
- Regional Fixed Income Specialist @ Charles Schwab
- 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 (B.S. Business Management)
Kathy Schultz's Skills
- Municipal Bonds
- Capital Markets
- Investments
- Series 7
- Series 63
- Fixed Income Portfolio Management
- Wealth Management
- Presentation Skills
- Financial Services
Kathy Schultz's Summary
Kathy Schultz, based in Florida, United States, is currently a Regional Fixed Income Specialist at Charles Schwab, bringing experience from previous roles at Citi. Kathy Schultz holds a Stillman School of Business in B.S. Business Management @ Seton Hall University. With a robust skill set that includes Municipal Bonds, Capital Markets, Investments, Series 7, Series 63 and more, Kathy Schultz contributes valuable insights to the industry. Kathy Schultz has 2 emails on RocketReach.
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