Sr. Regional Fixed Income Specialist
Current
2020 - Present
~6 yrs 6 mos
AeroLeads people directory · profile
Kathy Schultz Email & Phone Number
Senior Regional Fixed Income Specialist
at
Charles Schwab
1 work email found
@schwab.com
1 phone found area 416
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Regional Fixed Income Specialist
Location
Greater Tampa Bay Area, United States
Who is Kathy Schultz? Overview
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Quick answer
Kathy Schultz is listed as Senior Regional Fixed Income Specialist at Charles Schwab, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 416, and a matched LinkedIn profile for Kathy Schultz.
Kathy Schultz previously worked as Sr. Regional Fixed Income Specialist at Charles Schwab and RIA & Independent Advisor Sales at Citi. Kathy Schultz holds Stillman School Of Business, B.S. Business Management from Seton Hall University.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
89% confidence
AeroLeads found 1 current-domain work email signal for Kathy Schultz. Compare company email patterns before reaching out.
Profile bio
About Kathy Schultz
Kathy Schultz is a Senior Regional Fixed Income Specialist at Charles Schwab. She possess expertise in municipal bonds, capital markets, investments, series 7, series 63 and 4 more skills.
Listed skills include Municipal Bonds, Capital Markets, Investments, Series 7, and 5 others.
Current workplace
Kathy Schultz's current company
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4 roles · 36 years
Kathy Schultz work experience
A career timeline built from the work history available for this profile.
Ria & Independent Advisor Sales
Senior team member leading multi-channel marketing strategies to expand the territory and grow a distribution network of RIA and Middle Market municipal bond clients. Executed customized investment proposals for high-net-worth and ultra-high-net-worth clients. ◾️ Prospected and grew the business via client presentations, seminars, and workshops demonstrating the investment and tax advantages of municipal bonds. Maintained an impressive 25% new business close rate. ◾️ Achieved 73% year-over-year growth from 2018 to 2019, adding new Registered Investment Advisor relationships and retaining them by proving the value of having access to a seasoned bond professional.
2016 - 2020
~4 yrs
Retail & High-Net-Worth Product Specialist, Municipal Securities Division - Director Level
Promoted to Director to lead marketing of syndicate and secondary offerings in the $3.8 Trillion municipal market. Cultivated relationships with Financial Advisors to position tax-free municipal bonds to their top-tier clients. ◾️ Created a $5M customize portfolios incorporating the client’s unique investment requirements including tolerance for risk, duration, liquidity, and cash-flow needs. ◾️ Launched innovative marketing strategies including presentations, events, and VIP trading desk visits with a 75% close rate.
2003 - 2016
~13 yrs
Vice President & Retail Product Specialist, Municipal Sales/Marketing, Smith Barney
Relocated from New York to Florida and transitioned from a Product Manager role to Municipal Bond Sales and Marketing. Supported Smith Barney and Citi Personal Wealth Management Advisors in the Southeast region. Became recognized as a Subject Matter Expert in municipal bonds across the nation supporting 12,000+ Advisors.
1991 - 2003
~12 yrs
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
AH
Adam Heatley
Colleague at Charles SchwabAtlanta, Georgia, United States
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SM
Saibu Mathew
Colleague at Charles SchwabFrisco, Texas, United States
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SL
Sean L.
Colleague at Charles SchwabDenver Metropolitan Area, United States
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KD
Kalvin Deng
Colleague at Charles SchwabDenver Metropolitan Area, United States
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JT
John T. Christerson
Colleague at Charles SchwabAtlanta Metropolitan Area, United States
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JC
Josué Contreras
Colleague at Charles SchwabSan Marcos, Texas, United States
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CH
Carolyn Haan
Colleague at Charles SchwabUnited States
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IC
Iain Clayton
Colleague at Charles SchwabSan Francisco, California, United States
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ST
Shawn Tinsman
Colleague at Charles SchwabSan Clemente, California, United States
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PC
Pedro Campos, Cfp®, Wmcp®, Chfc®, Cima®, Cpwa®
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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Adam Heatley
Colleague at Charles SchwabAtlanta, Georgia, United States
View →
SM
Saibu Mathew
Colleague at Charles SchwabFrisco, Texas, United States
View →
SL
Sean L.
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
KD
Kalvin Deng
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
JT
John T. Christerson
Colleague at Charles SchwabAtlanta Metropolitan Area, United States
View →
JC
Josué Contreras
Colleague at Charles SchwabSan Marcos, Texas, United States
View →
CH
Carolyn Haan
Colleague at Charles SchwabUnited States
View →
IC
Iain Clayton
Colleague at Charles SchwabSan Francisco, California, United States
View →
ST
Shawn Tinsman
Colleague at Charles SchwabSan Clemente, California, United States
View →
PC
Pedro Campos, Cfp®, Wmcp®, Chfc®, Cima®, Cpwa®
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
1 education record
Kathy Schultz education
-
Seton Hall University
FAQ
Frequently asked questions about Kathy Schultz
Quick answers generated from the profile data available on this page.
What company does Kathy Schultz work for?
Kathy Schultz works for Charles Schwab.
What is Kathy Schultz's role at Charles Schwab?
Kathy Schultz is listed as Senior Regional Fixed Income Specialist at Charles Schwab.
What is Kathy Schultz's email address?
AeroLeads has found 1 work email signal at @schwab.com for Kathy Schultz at Charles Schwab.
What is Kathy Schultz's phone number?
AeroLeads has found 1 phone signal(s) with area code 416 for Kathy Schultz at Charles Schwab.
Where is Kathy Schultz based?
Kathy Schultz is based in Greater Tampa Bay Area, United States while working with Charles Schwab.
What companies has Kathy Schultz worked for?
Kathy Schultz has worked for Charles Schwab and Citi.
Who are Kathy Schultz's colleagues at Charles Schwab?
Kathy Schultz's colleagues at Charles Schwab include Adam Heatley, Saibu Mathew, Sean L., Kalvin Deng, and John T. Christerson.
How can I contact Kathy Schultz?
You can use AeroLeads to view verified contact signals for Kathy Schultz at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Kathy Schultz attend?
Kathy Schultz holds Stillman School Of Business, B.S. Business Management from Seton Hall University.
What skills is Kathy Schultz known for?
Kathy Schultz is listed with skills including Municipal Bonds, Capital Markets, Investments, Series 7, Series 63, Fixed Income Portfolio Management, Wealth Management, and Presentation Skills.
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