Associate Portfolio Manager
Current
Dec 2023 - Present
AeroLeads people directory · profile
Jarrad Schultz Email & Phone Number
Associate Portfolio Manager
at
City National Rochdale
1 work email found
@cnr.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Portfolio Manager
Location
Los Angeles, California, United States
Company size
Who is Jarrad Schultz? Overview
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Quick answer
Jarrad Schultz is listed as Associate Portfolio Manager at City National Rochdale, a company with 272 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 Portfolio Analyst at City National Rochdale and Investment Manager at Wells Fargo. Jarrad Schultz holds Bachelor Of Arts (B.A.), Political Economy from University Of Washington.
Company email context
Email format at City National Rochdale
This section adds company-level context without repeating Jarrad Schultz's masked contact details.
{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.
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
Company context helps verify the profile and gives searchers a useful next step.
City National Rochdale
5 roles
Jarrad Schultz work experience
A career timeline built from the work history available for this profile.
Portfolio Analyst
Investment Manager
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
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
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 City National Rochdale
Other employees you can reach at cnr.com. View company contacts for 272 employees →
NB
Nevena Blattner
Colleague at City National Rochdale
Denver Metropolitan Area, United States
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MA
Mark Antariksa
Colleague at City National Rochdale
Los Angeles Metropolitan Area, United States
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CA
Carl Acebes
Colleague at City National Rochdale
Naples, Florida, United States, United States
View →
JT
Jennifer Tsai-Long
Colleague at City National Rochdale
New York City Metropolitan Area, United States
View →
KM
Kathleen Meyer
Colleague at City National Rochdale
Beverly Hills, California, United States, United States
View →
AD
Anjela Dawoodi
Colleague at City National Rochdale
United States, United States
View →
KM
Kevin Mcintosh, Cpwa®
Colleague at City National Rochdale
Denver, Colorado, United States, United States
View →
CS
Christine Shorter~Allen
Colleague at City National Rochdale
New York City Metropolitan Area, United States
View →
RD
R. David Antar, Cfa
Colleague at City National Rochdale
San Francisco Bay Area, United States
View →
EK
Eugene K.
Colleague at City National Rochdale
Reno, Nevada, United States, United States
View →
Nevena Blattner
Colleague at City National Rochdale
Denver Metropolitan Area, United States
View →
MA
Mark Antariksa
Colleague at City National Rochdale
Los Angeles Metropolitan Area, United States
View →
CA
Carl Acebes
Colleague at City National Rochdale
Naples, Florida, United States, United States
View →
JT
Jennifer Tsai-Long
Colleague at City National Rochdale
New York City Metropolitan Area, United States
View →
KM
Kathleen Meyer
Colleague at City National Rochdale
Beverly Hills, California, United States, United States
View →
AD
Anjela Dawoodi
Colleague at City National Rochdale
United States, United States
View →
KM
Kevin Mcintosh, Cpwa®
Colleague at City National Rochdale
Denver, Colorado, United States, United States
View →
CS
Christine Shorter~Allen
Colleague at City National Rochdale
New York City Metropolitan Area, United States
View →
RD
R. David Antar, Cfa
Colleague at City National Rochdale
San Francisco Bay Area, United States
View →
EK
Eugene K.
Colleague at City National Rochdale
Reno, Nevada, United States, 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 City National Rochdale.
What is Jarrad Schultz's role at City National Rochdale?
Jarrad Schultz is listed as Associate Portfolio Manager at City National Rochdale.
What is Jarrad Schultz's email address?
AeroLeads has found 1 work email signal at @cnr.com for Jarrad Schultz at City National Rochdale.
Where is Jarrad Schultz based?
Jarrad Schultz is based in Los Angeles, California, United States while working with City National Rochdale.
What companies has Jarrad Schultz worked for?
Jarrad Schultz has worked for City National Rochdale, Wells Fargo, and Pacific Capital Resource Group.
Who are Jarrad Schultz's colleagues at City National Rochdale?
Jarrad Schultz's colleagues at City National Rochdale include Nevena Blattner, Mark Antariksa, Carl Acebes, Jennifer Tsai-Long, and Kathleen Meyer.
How can I contact Jarrad Schultz?
You can use AeroLeads to view verified contact signals for Jarrad Schultz at City National Rochdale, 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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