Cathy Schultz
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Cathy Schultz Email & Phone Number

Client Services Specialist at Capital Group at Charles Schwab
Location: Greater Phoenix Area, United States 3 work roles 3 schools
1 work email found @schwab.com 1 phone found area 602 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@schwab.com
Direct phone (602) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Services Specialist at Capital Group
Location
Greater Phoenix Area, United States
Company size

Who is Cathy Schultz? Overview

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Quick answer

Cathy Schultz is listed as Client Services Specialist at Capital Group at Charles Schwab, a with 20505 employees, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 602, and a matched LinkedIn profile for Cathy Schultz.

Cathy Schultz previously worked as Relationship Specialist at Charles Schwab and Client Services Specialist at Capital Group | American Funds. Cathy Schultz holds General Studies from Paradise Valley Community College.

Company email context

Email format at Charles Schwab

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Cathy Schultz. Compare company email patterns before reaching out.

Profile bio

About Cathy Schultz

Talented and highly motivated professional with over 20 years experience in customer service and nine years of management experience. Organized, detail oriented and committed to resolving complex situations while mitigating risk. Highly resourceful and quick learner with a passion for consulting and educating clients.

Listed skills include Customer Service, Written Communication, Management, Team Building, and 38 others.

Current workplace

Cathy Schultz's current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
Client Services Specialist at Capital Group
san francisco, california, united states
Website
Employees
20505
AeroLeads page
3 roles · 32 years

Cathy Schultz work experience

A career timeline built from the work history available for this profile.

Relationship Specialist

Current

2423 E Lincoln Dr. Phoenix, Az 85016

* Ability to multi-task, including speaking to customers on the phone, assessing their needs, researching information on the computer and providing clients with options at one time* Advanced technical skills, with the ability to utilize multiple different applications at one time, including Windows, Internet Research, database systems, and email * Ability to be self-directed and has full understanding of New Accounts, Transfer of Assets, Cashiering, and Account Maintenance * Provide… Show more * Ability to multi-task, including speaking to customers on the phone, assessing their needs, researching information on the computer and providing clients with options at one time* Advanced technical skills, with the ability to utilize multiple different applications at one time, including Windows, Internet Research, database systems, and email * Ability to be self-directed and has full understanding of New Accounts, Transfer of Assets, Cashiering, and Account Maintenance * Provide superior customer service to Advisors * Customer Advocate * Research, respond, and resolve complex client situations * Collaborate with internal partners * Positive attitude, enthusiastic, professional and strong work ethic with high level of integrity and ethics* Strong verbally and written communication Show less

Aug 2015 - Present

Client Services Specialist

Phoenix, Arizona Area

* Performs a broad array of customer service activities and initiatives in support of the company's products and services. * Resolved complaints, non-standard request as well as assisted in new product rollouts* Researches and gathers facts concerning complex requests and/or sensitive issues when making business decisions.* Proactively seeks information on the company's products and services, policies and procedures and applicable regulations and legal requirements.* Temporary… Show more * Performs a broad array of customer service activities and initiatives in support of the company's products and services. * Resolved complaints, non-standard request as well as assisted in new product rollouts* Researches and gathers facts concerning complex requests and/or sensitive issues when making business decisions.* Proactively seeks information on the company's products and services, policies and procedures and applicable regulations and legal requirements.* Temporary team manager, implementing quality improvement efforts and training. * Improved seven internal job aids that were implemented across five service centers in the U.S.* Prepared and facilitated multiple workshops on how to deliver Superior Customer Service to approximately 350 associates. Show less

Jan 2005 - Jun 2015

Butcher Block Supervisor

Phoenix, Arizona Area

* Supervisor of the Butcher Block. Responsible for all operations, customer Service and assuring that associates follow policy and procedures.* Increased sales from $17,000 in weekly sales to $45,000 in weekly sales.* Created weekly sales events to increase sales 25%.* Promoted weekly sales items on the store intercom to help increase sales. * Decreased food shrink by 78%.* Achieved and maintained budget objectives* Demonstrate customer service behaviors, which… Show more * Supervisor of the Butcher Block. Responsible for all operations, customer Service and assuring that associates follow policy and procedures.* Increased sales from $17,000 in weekly sales to $45,000 in weekly sales.* Created weekly sales events to increase sales 25%.* Promoted weekly sales items on the store intercom to help increase sales. * Decreased food shrink by 78%.* Achieved and maintained budget objectives* Demonstrate customer service behaviors, which include respect, accuracy, follow up, humility and building relationships with internal and external customers. * Developed positive monthly moral based workshops. Show less

1995 - Jan 2005
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

3 education records

Cathy Schultz education

General Studies

Activities and Societies: S.A.D.D. - Students Against Drunk Driving Gymnastic Team S.A.D.D - Students Against Drunk Driving * Advertised.

Education record

Shadow Mountain High School

Education record

Shadow Mountain High School
FAQ

Frequently asked questions about Cathy Schultz

Quick answers generated from the profile data available on this page.

What company does Cathy Schultz work for?

Cathy Schultz works for Charles Schwab.

What is Cathy Schultz's role at Charles Schwab?

Cathy Schultz is listed as Client Services Specialist at Capital Group at Charles Schwab.

What is Cathy Schultz's email address?

AeroLeads has found 1 work email signal at @schwab.com for Cathy Schultz at Charles Schwab.

What is Cathy Schultz's phone number?

AeroLeads has found 1 phone signal(s) with area code 602 for Cathy Schultz at Charles Schwab.

Where is Cathy Schultz based?

Cathy Schultz is based in Greater Phoenix Area, United States while working with Charles Schwab.

What companies has Cathy Schultz worked for?

Cathy Schultz has worked for Charles Schwab, Capital Group | American Funds, and Albertsons.

Who are Cathy Schultz's colleagues at Charles Schwab?

Cathy Schultz's colleagues at Charles Schwab include Jenna Meyer, John White, Rebecca A. Acevedo, Cole Todd, and Jeffrey Sia.

How can I contact Cathy Schultz?

You can use AeroLeads to view verified contact signals for Cathy Schultz at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Cathy Schultz attend?

Cathy Schultz holds General Studies from Paradise Valley Community College.

What skills is Cathy Schultz known for?

Cathy Schultz is listed with skills including Customer Service, Written Communication, Management, Team Building, Team Building Facilitation, Leadership, Microsoft Office, and Risk Management.

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