Tara Schultz's Location
Cleveland, OH, US
Tara Schultz's Work
- Private Client Advisor II @ Huntington National Bank
- Private Client Advisor @ Huntington National Bank
- Branch Manager @ Huntington National Bank
- Credit Analyst @ Bank of America
- Financial Advisor @ Ameriprise Financial Advisors
Tara Schultz's Education
- Miami University2002 - 2006
Tara Schultz's Skills
- Mutual Funds
- Saving for Education
- Series 7
- Uniform Combined State Law
- Retirement Planning
- Retirement
- Wealth Management
- 401k Rollovers
- Financial Advisory
- Asset Allocation
Tara Schultz's Summary
Tara Schultz, based in Cleveland, OH, US, is currently a Private Client Advisor II at Huntington National Bank, bringing experience from previous roles at Huntington National Bank, Bank of America and Ameriprise Financial Advisors. Tara Schultz holds a 2002 - 2006 Miami University. With a robust skill set that includes Mutual Funds, Saving for Education, Series 7, Uniform Combined State Law, Retirement Planning and more, Tara Schultz contributes valuable insights to the industry. Tara Schultz has 2 emails and 1 mobile phone number on RocketReach.
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