Kevin Schultz Email & Phone Number
Executive Director, Senior Private Wealth Portfolio Manager @ Wells Fargo Private Bank
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Kevin Schultz Location
- Minneapolis, MN, US
Kevin Schultz Work
- 2024 - now Executive Director, Senior Private Wealth Portfolio Manager @
- 2018 - now Vice President, Senior Investment Strategist @
- 2017 - 2018 Vice President, Senior Portfolio Manager @ BMO Private Bank
- 2013 - 2017 Vice President, Portfolio Relationship Manager @
- 2008 - 2013 Sr. Vice President -Sales @ Minneapolis Portfolio Mgt Group
- now Wealth Mgt Consultant @
- now National Sales Director- Mgd Accounts @
Kevin Schultz Education
- University of Minnesota Duluth
BS (Finance, Acct)
1987 - 1992
Kevin Schultz Skills
- Leadership
- Project Management
- Banking
- Business Analysis
- Separately Managed Accounts
- Sales Management
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Mutual Funds
- Mortgage Banking
- Loan Origination
- Loans
- Mortgage Lending
- Credit
- FHA
- Refinance
- Underwriting
- Residential Mortgages
- VA loans
- Sales
- USDA
- FHA financing
- Mortgage Underwriting
- Commercial Mortgages
- Reverse Mortgages
- Consumer Lending
- Wholesale Lending
- Home Equity Loans
- Mortgage Marketing
- Home Equity Lines of Credit
- Home Equity
- Heloc
- Home Equity Line of Credit
- Home Equity Piggyback Loans
- Piggyback Loans
- Networking
Kevin Schultz Summary
- Kevin Schultz, based in Minneapolis, MN, US, is currently a Executive Director, Senior Private Wealth Portfolio Manager at Wells Fargo Private Bank. Kevin Schultz brings experience from previous roles at Wells Fargo Private Bank, BMO Private Bank, U.S. Trust and Minneapolis Portfolio Mgt Group. Kevin Schultz holds a 1987 - 1992 BS in Finance, Acct @ University of Minnesota Duluth. With a robust skill set that includes Leadership, Project Management, Banking, Business Analysis, Separately Managed Accounts and more. Kevin Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
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