Mike Schultz Email & Phone Number
Wealth Manager, Research Analyst and Financial Planner @ Badgley Phelps Wealth Managers
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Mike Schultz Location
- Seattle, WA, US
Mike Schultz Work
- 2003 -now Wealth Manager, Research Analyst and Financial Planner @
- 1999 -2003 Senior Investment Manager @
- 1992 -1999 Portfolio Manager @
- 1988 -1992 Trust Services @
- 1985 -1988 Customer Service @
Mike Schultz Education
- The American College
Chartered Financial Consultant (ChFC)
1999-2000 - Whitworth University
BA (Business Administration, Accounting)
1980-1984
Mike Schultz Skills
- Alternative Investments
- Budgets
- Cash Flow Analysis
- Collaborative Solutions
- College Savings Strategies
- Distribution Strategies
- Employee Stock Options
- Equities
- Estate Planning
- Financial Planning
- Fixed Income
- Individual Security Analysis
- Investments
- Investment Management
- Life Goal Planning
- Life Transitions
- Portfolio Attribution
- Portfolio Management
- Registered Investment Advisor
- Risk Management
- Teamwork
- Valuation Analysis
- Wealth Management
Mike Schultz Summary
- Mike Schultz, based in Seattle, WA, US, is currently a Wealth Manager, Research Analyst and Financial Planner at Badgley Phelps Wealth Managers. Mike Schultz brings experience from previous roles at Bank of America - Private Advisory Services and Bank of America and its Predecessors. Mike Schultz holds a 1999 - 2000 Chartered Financial Consultant (ChFC) @ The American College. With a robust skill set that includes Alternative Investments, Budgets, Cash Flow Analysis, Collaborative Solutions, College Savings Strategies and more. Mike Schultz has 2 emails and 2 mobile phone numbers on RocketReach.
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