Rick Schultz Email & Phone Number
Managing Director @ J.P. Morgan
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Rick Schultz Location
- Potomac, MD, US
Rick Schultz Work
- 2019 - now Managing Director @
- 2011 - 2019 Private Wealth Advisor @
- 2001 - 2011 Senior VP @
- 1998 - 2001 Founder and CEO @ OptionWealth, LLC
Rick Schultz Education
- The University of Chicago Booth School of Business
CPWA (with IMCA - Investment Mgmt Consultant Association)
2009 - 2009 - The Wharton School
CIMA (with IMCA - Investment Mgmt Consultant Association)
2007 - 2007 - Penn State University
MS (Finance and Math)
1985 - 1989 - paramus catholic
Rick Schultz Skills
- Wealth Management
- Portfolio Management
- Financial Modeling
- Strategic Financial Planning
- Strategic Financial
- Investments
- Finance
- Mergers
- Asset Allocation
- Financial Analysis
- Asset Managment
- Retirement Planning
- Equities
- Investment Strategies
Rick Schultz Summary
- Rick Schultz, based in Potomac, MD, US, is currently a Managing Director at J.P. Morgan. Rick Schultz brings experience from previous roles at UBS, Morgan Stanley Private Wealth Management and OptionWealth, LLC. Rick Schultz holds a 2009 - 2009 CPWA in with IMCA - Investment Mgmt Consultant Association @ The University of Chicago Booth School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Modeling, Strategic Financial Planning, Strategic Financial and more. Rick Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
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