Stacey Schultz Email & Phone Number

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

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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

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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.

Stacey Schultz Emails

Found 3 emails

Stacey Schultz Phone Numbers

Found 4 phone numbers

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