Jarrad Schultz
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Jarrad Schultz Email & Phone Number

Director at IEQ Capital
Location: Los Angeles, California, United States 6 work roles 1 school
1 work email found @cnr.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@cnr.com
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Current company
IEQ Capital
Role
Director
Location
Los Angeles, California, United States
Company size
243 employees

Who is Jarrad Schultz? Overview

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Quick answer

Jarrad Schultz is listed as Director at IEQ Capital, a with 243 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at cnr.com and a matched LinkedIn profile for Jarrad Schultz.

Jarrad Schultz previously worked as Associate Portfolio Manager at City National Rochdale and Portfolio Analyst at City National Rochdale. Jarrad Schultz holds Bachelor Of Arts (B.A.), Political Economy from University Of Washington.

Company email context

Email format at IEQ Capital

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

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Profile bio

About Jarrad Schultz

Associate Portfolio Manager at City National Rochdale in Beverly Hills, CA. Graduated from University of Washington with a B.A. in Political Economy.

Listed skills include Teamwork, Powerpoint, Customer Service, Leadership, and 8 others.

Current workplace

Jarrad Schultz's current company

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IEQ Capital
Ieq Capital
Director
Los Angeles, CA, US
Website
ieqcapital.com
Employees
243
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6 roles

Jarrad Schultz work experience

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

Investment Manager

Wells Fargo

Long Beach, Ca

Communicate with individual and institutional clients to set investment objectives and perform due diligence. Efficiently manage risk across investment book while working closely with compliance teams. Model and trade assets within individual accounts based upon investment research and personal analysis.

Oct 2017 - Aug 2020

Account Manager

Pacific Capital Resource Group

Prospected for, presented to, and acquired client base through networking and working with senior advisors. Analyzed financial situations unique to clients to develop best possible retirement and protection plan. Provided clients with financial education while analyzing portfolios and optimizing cash flow

Jul 2016 - Dec 2016

Finance Intern

Pacific Capital Resource Group

Implement strategy to help build Financial Advisor’s network of potential clients through detailed research and pursuing connections. Filed financial and insurance applications based on information gained from client meetings. Maintained social media and networking outreach for myself and senior advisors.

Oct 2014 - Jun 2016
Team & coworkers

Colleagues at IEQ Capital

Other employees you can reach at ieqcapital.com. View company contacts for 243 employees →

MF Mason Fung Mason Fung Colleague at Ieq CapitalSan Francisco, California, United States View → DG Diego Guerrero Diego Guerrero Colleague at Ieq CapitalSan Francisco Bay Area, United States View → GS Georgia Scott Georgia Scott Colleague at Ieq CapitalSan Francisco, California, United States View → PF Pippa Fortenbaugh Pippa Fortenbaugh Colleague at Ieq CapitalPalo Alto, California, United States View → NS Navedika Sarup Navedika Sarup Colleague at Ieq CapitalUnited States View → OC Odetta Cohen Odetta Cohen Colleague at Ieq CapitalLos Angeles, California, United States View → HC Haldo Cabrera Haldo Cabrera Colleague at Ieq CapitalSan Francisco, California, United States View → WC Will Crocker Will Crocker Colleague at Ieq CapitalSan Francisco Bay Area, United States View → DH Daniel Hill Daniel Hill Colleague at Ieq CapitalSan Francisco, California, United States View → CB Corinne Birriel Corinne Birriel Colleague at Ieq CapitalSan Francisco, California, United States View →
1 education record

Jarrad Schultz education

FAQ

Frequently asked questions about Jarrad Schultz

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

What company does Jarrad Schultz work for?

Jarrad Schultz works for IEQ Capital.

What is Jarrad Schultz's role at IEQ Capital?

Jarrad Schultz is listed as Director at IEQ Capital.

What is Jarrad Schultz's email address?

AeroLeads has found 1 work email signal at @cnr.com for Jarrad Schultz at IEQ Capital.

Where is Jarrad Schultz based?

Jarrad Schultz is based in Los Angeles, California, United States while working with IEQ Capital.

What companies has Jarrad Schultz worked for?

Jarrad Schultz has worked for Ieq Capital, City National Rochdale, Wells Fargo, and Pacific Capital Resource Group.

Who are Jarrad Schultz's colleagues at IEQ Capital?

Jarrad Schultz's colleagues at IEQ Capital include Mason Fung, Diego Guerrero, Georgia Scott, Pippa Fortenbaugh, and Navedika Sarup.

How can I contact Jarrad Schultz?

You can use AeroLeads to view verified contact signals for Jarrad Schultz at IEQ Capital, including work email, phone, and LinkedIn data when available.

What schools did Jarrad Schultz attend?

Jarrad Schultz holds Bachelor Of Arts (B.A.), Political Economy from University Of Washington.

What skills is Jarrad Schultz known for?

Jarrad Schultz is listed with skills including Teamwork, Powerpoint, Customer Service, Leadership, Social Media, Public Speaking, Financial Analysis, and Financial Planning.

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