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Barrett Schultz Email & Phone Number
Chief Operating Officer
at
Realta Wealth
1 work email found
@coastal-one.com
6 phones found area 210
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer
Location
San Antonio, Texas Metropolitan Area, United States
Who is Barrett Schultz? Overview
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Quick answer
Barrett Schultz is listed as Chief Operating Officer at Realta Wealth, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at coastal-one.com, phone signal with area code 210, and a matched LinkedIn profile for Barrett Schultz.
Barrett Schultz previously worked as Chief Compliance Officer at Ashton Thomas Private Wealth and Managing Principal at Barrett Schultz Consulting. Barrett Schultz holds Bba, Finance from The University Of Texas At San Antonio.
Company email context
Email format at Realta Wealth
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{first_initial}{last}@coastal-one.com
86% confidence
AeroLeads found 1 current-domain work email signal for Barrett Schultz. Compare company email patterns before reaching out.
Profile bio
About Barrett Schultz
Financial Services Senior Executive and Board Member with 28 years of expertise building and maintaining complex operational and compliance programs for multifaceted companies including broker-dealers, registered investment advisors, and investment companies to adhere to all applicable SEC, FINRA, and state securities agency's within the regulatory framework.
Listed skills include Financial Services, Investments, Internal Audit, Finance, and 33 others.
Current workplace
Barrett Schultz's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 34 years
Barrett Schultz work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer
Current
Jun 2024 - Present
Managing Principal
Current
Barrett Schultz Consulting
I am the managing principal of Barrett Schultz Consulting. I oversee the firm's logistical systems and operations. I have 18 years of experience in the financial services industry, and I hold a Series 6, 7, 14, 63 and 24 securities license. I received my bachelor’s degree in Finance from the University of Texas in San Antonio and my MBA from the University.
May 2005 - Present
Chief Compliance Officer
Sep 2021 - Jun 2024
Vp Of Operations And Chief Compliance Officer
Experienced Chief Compliance Officer and financial services senior executive with significant experience advising broker dealers and registered investment advisors and overseeing all FINRA registered and non-registered branches. Series 6, 7, and 24 licenses
Jan 2011 - Sep 2021
President And Chief Compliance Officer
Ilg Securities
I serve as the Chief Compliance Officer and AML Officer for the Broker Dealer. I oversee the annual audits, FINRA registrations, annual compliance meeting, and all regulatory and firm element training and report directly to the board of directors.
Dec 2006 - Jun 2018
Chief Compliance Officer
Investors Life Insurance Company Of North America - Seperate Accounts
I serve as the Chief Compliance Officer of the Separate Accounts business of the Investment Company. I ensure that the firm complies with all applicable SEA rules and regulations and I oversee all of the annual audits.
Oct 2009 - May 2018
Managment Consultant
Nov 2005 - Nov 2008
Consultant
Hmpp Llc
Dec 2005 - May 2006
Consultant
Financial Industries Corp.
Sep 2004 - Apr 2006
Manager
1992 - 2004
~12 yrs
2 education records
Barrett Schultz education
Bba, Finance
The University Of Texas At San Antonio
Master Of Business Administration - Mba, Finance, General
University Of The Incarnate Word
FAQ
Frequently asked questions about Barrett Schultz
Quick answers generated from the profile data available on this page.
What company does Barrett Schultz work for?
Barrett Schultz works for Realta Wealth.
What is Barrett Schultz's role at Realta Wealth?
Barrett Schultz is listed as Chief Operating Officer at Realta Wealth.
What is Barrett Schultz's email address?
AeroLeads has found 1 work email signal at @coastal-one.com for Barrett Schultz at Realta Wealth.
What is Barrett Schultz's phone number?
AeroLeads has found 6 phone signal(s) with area code 210 for Barrett Schultz at Realta Wealth.
Where is Barrett Schultz based?
Barrett Schultz is based in San Antonio, Texas Metropolitan Area, United States while working with Realta Wealth.
What companies has Barrett Schultz worked for?
Barrett Schultz has worked for Realta Wealth, Ashton Thomas Private Wealth, Barrett Schultz Consulting, Mcnally Financial Services Corporation, and Ilg Securities.
How can I contact Barrett Schultz?
You can use AeroLeads to view verified contact signals for Barrett Schultz at Realta Wealth, including work email, phone, and LinkedIn data when available.
What schools did Barrett Schultz attend?
Barrett Schultz holds Bba, Finance from The University Of Texas At San Antonio.
What skills is Barrett Schultz known for?
Barrett Schultz is listed with skills including Financial Services, Investments, Internal Audit, Finance, Finra, Strategic Planning, Management, and Risk Management.
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