Stacey Schultz Email & Phone Number
Citi Global Wealth: Investment Sales - Wealth at Work and UHNW Citi Private Bank Lead @ Citi
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Stacey Schultz Location
- New York, NY, US
Stacey Schultz Work
- 2022 -now Citi Global Wealth: Investment Sales - Wealth at Work and UHNW Citi Private Bank Lead @
- 2020 -2022 Citi Private Bank, NAM Business Development, Fixed Income Portfolio Specialist, Citi Investment Mgmt @
- 2020 -2022 Strategic Business Development, Citi Investment Management @
- 2016 -2020 Strategic Relationship Manager, Citi Private Bank @
- 2006 -2016 Senior Client Relationship Manager, Institutional Clients Group, Markets and Securities Services @
- 2002 -2005 Mortgage Backed Bond Sales, Markets and Securities Services @
- 2000 -2002 Salesperson, Sales and Trading Analyst and Associate, Markets and Securities Services @
Stacey Schultz Education
- University of Florida - Warrington College of Business
Bachelor of Science (B.S.) (Finance, General)
1996-2000 - University of Florida
Stacey Schultz Skills
- Customer Engagement
- Working With Clients
- Build Strong Relationships
- Investment Strategies
- Wealth Management Services
- Business Development
- Mutual Funds
- Interpersonal Skills
- Finance
- Communication
- High-Net-Worth Individuals (HNWI)
- Sales Management
- Sales
- Investments
- Hedge Funds
- Structured Products
- Bonds
- Relationship Management
- Fixed Income
- Equities
- Alternative Investments
- Series 63
- Securities
- Capital Markets
- Derivatives
- ETFs
- ABS
- Trading
- Asset Management
- Financial Services
- Structured Finance
Stacey Schultz Summary
- Stacey Schultz, based in New York, NY, US, is currently a Citi Global Wealth: Investment Sales - Wealth at Work and UHNW Citi Private Bank Lead at Citi. Stacey Schultz brings experience from previous roles at Citi. Stacey Schultz holds a 1996 - 2000 Bachelor of Science (B.S.) in Finance, General @ University of Florida - Warrington College of Business. With a robust skill set that includes Customer Engagement, Working With Clients, Build Strong Relationships, Investment Strategies, Wealth Management Services and more. Stacey Schultz has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Stacey Schultz?
Find contact details for 700 million professionals.
Others Named Stacey Schultz
Stacey Schultz
Senior Project Coordinator
Dayton, OH, US
Stacey Schultz
Senior Vice President of Marketing
Texas, United States
Stacey Krattiger
Senior Audit Manager
Denver, CO, US
Stacey Schultz
Owner and CEO
St. Louis, MO, US
Stacey Schultz
President
Kansas City, MO, US
Top Citi Employees
Dina Varous
CEO of Citigroup Global Markets Inc
New York, NY, US
Florencia Spangaro
Chief Operating Officer, Citi Foundation
New York, NY, US
Essya Hanachi
Chief Financial Officer, U.S. Personal Banking
New York, NY, US
Edmond Tam
COO, Citi Global Data Insights
New York, NY, US
Rafael Soeda
Chief Operating Officer - Services
New York, NY, US
Ray Cooper
Chairman - Healthcare Services
New York, NY, US
Sachin Mathur
Chief Operating Officer, Citi Wealth Investments
New York, NY, US
Gavin Skinner
COO - Research
New York, NY, US
Francesca Coloni
COO - US Personal Banking Analytics
New York, NY, US
Anand Selva
Chief Operating Officer
New York, NY, US
Julio Figueroa
CEO Latin America
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co