Bryce Schultz

Bryce Schultz Email and Phone Number

Learning Specialist, FINRA @ TIAA
Charlotte, NC, US
Bryce Schultz's Location
Charlotte Metro, United States, United States
Bryce Schultz's Contact Details

Bryce Schultz personal email

n/a
About Bryce Schultz

Currently providing on-demand knowledge and expertise for client-facing senior consultants and advisors at TIAA. I would like to impact as many people as possible while taking pride in helping secure retirement for as many as I can. Desiring to expand my financial analysis skills, particularly within endowments or large pooled funds.Passionate for deep conversations on markets, equities, bonds, and anything that can be traded.CFA Level 1 sitting February 2025.

Bryce Schultz's Current Company Details
TIAA

Tiaa

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Learning Specialist, FINRA
Charlotte, NC, US
Website:
tiaa.org
Employees:
13563
Bryce Schultz Work Experience Details
  • Tiaa
    Learning Specialist, Finra
    Tiaa
    Charlotte, Nc, Us
    View
  • Tiaa
    National Support Desk
    Tiaa Apr 2023 - Present
    New York, Ny, Us
    On-demand retirement and operations solutions covering all States for Wealth Management Advisors, Field Branch Consultants, and Licensed Representatives.Handling client escalation and providing coaching opportunities alongside staying updated on market trends and IRS revisions.
    View
  • Tiaa
    Financial Services Consultant
    Tiaa Jul 2022 - May 2023
    New York, Ny, Us
    Providing retirement guidance and counseling as well as executing on behalf of clients for various institutional plans as a licensed consultant.
    View
  • United Wholesale Mortgage
    Lock Specialist
    United Wholesale Mortgage Apr 2022 - Jul 2022
    Pontiac, Michigan, Us
    Responsible for rate locks, lock transfers, mortgage insurance, and other assigned responsibilities.Provide internal guidance to Account Executives on interest rates and rate locks.
    View
  • United Wholesale Mortgage
    Loan Processor
    United Wholesale Mortgage Mar 2021 - Apr 2022
    Pontiac, Michigan, Us
    Processing loans including but not limited to Final Documentation, Collateral Review, and Post-Closing Review.
    View
  • Jabil
    Environmental Health And Safety Engineer Internship
    Jabil Jun 2018 - Aug 2018
    St Petersburg, Florida, Us
    - Created and modified floor plans to maximize efficiency and safety for team members.- Used best judgement to identify and rectify safety hazards that became present on the work floor.
    View

Bryce Schultz Education Details

  • Central Michigan University
    Central Michigan University
    Psychology
  • Indiana University Bloomington
    Indiana University Bloomington
    Psychology

Frequently Asked Questions about Bryce Schultz

What company does Bryce Schultz work for?

Bryce Schultz works for Tiaa

What is Bryce Schultz's role at the current company?

Bryce Schultz's current role is Learning Specialist, FINRA.

What is Bryce Schultz's email address?

Bryce Schultz's email address is bs****@****uwm.com

What schools did Bryce Schultz attend?

Bryce Schultz attended Central Michigan University, Indiana University Bloomington.

Who are Bryce Schultz's colleagues?

Bryce Schultz's colleagues are Swathi Vejendla, Manjima Ghosh, Shivam Vishwakarma, Robin Sanders, Ca Abhishek Prajapati, Tommy Cates, Jordan Roper.

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