Sr. Regional Fixed Income Specialist
Current
2020 - Present
~6 yrs 4 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
4 data sources
Profile completeness 100%
Current company
Role
Senior Regional Fixed Income Specialist
Location
Greater Tampa Bay Area, United States, 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, 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
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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 · 35 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.
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.
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 →
DP
Dan Partin
Colleague at Charles Schwab
Orlando, Florida, United States, United States
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CJ
Carson Jaffee
Colleague at Charles Schwab
Maitland, Florida, United States, United States
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DB
Dusty Baker
Colleague at Charles Schwab
Austin, Texas, United States, United States
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LA
Logan Ahlstrom
Colleague at Charles Schwab
Detroit Metropolitan Area, United States, United States
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AP
Andrew Perdue
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States
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HT
Hai Tucker
Colleague at Charles Schwab
Denver, Colorado, United States, United States
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RD
Rishin Daniel
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States
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BC
Bob Clancy
Colleague at Charles Schwab
Austin, Texas Metropolitan Area, United States
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SH
Syreeta Harris
Colleague at Charles Schwab
El Paso Metropolitan Area, United States
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MK
Michael Kulaski
Colleague at Charles Schwab
Greater Phoenix Area, United States
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Dan Partin
Colleague at Charles Schwab
Orlando, Florida, United States, United States
View →
CJ
Carson Jaffee
Colleague at Charles Schwab
Maitland, Florida, United States, United States
View →
DB
Dusty Baker
Colleague at Charles Schwab
Austin, Texas, United States, United States
View →
LA
Logan Ahlstrom
Colleague at Charles Schwab
Detroit Metropolitan Area, United States, United States
View →
AP
Andrew Perdue
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States
View →
HT
Hai Tucker
Colleague at Charles Schwab
Denver, Colorado, United States, United States
View →
RD
Rishin Daniel
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States
View →
BC
Bob Clancy
Colleague at Charles Schwab
Austin, Texas Metropolitan Area, United States
View →
SH
Syreeta Harris
Colleague at Charles Schwab
El Paso Metropolitan Area, United States
View →
MK
Michael Kulaski
Colleague at Charles Schwab
Greater Phoenix Area, 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, 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 Dan Partin, Carson Jaffee, Dusty Baker, Logan Ahlstrom, and Andrew Perdue.
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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