Citi Global Wealth: Investment Sales - Wealth at Work and UHNW Citi Private Bank Lead
@
Citi
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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 @ Citi
2020 - 2022 Citi Private Bank, NAM Business Development, Fixed Income Portfolio Specialist, Citi Investment Mgmt @ Citi
2020 - 2022 Strategic Business Development, Citi Investment Management @ Citi
2016 - 2020 Strategic Relationship Manager, Citi Private Bank @ Citi
2006 - 2016 Senior Client Relationship Manager, Institutional Clients Group, Markets and Securities Services @ Citi
2002 - 2005 Mortgage Backed Bond Sales, Markets and Securities Services @ Citi
2000 - 2002 Salesperson, Sales and Trading Analyst and Associate, Markets and Securities Services @ Citi
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
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.
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