Keaton Schultz Email & Phone Number

Houston, Tx, Us

Dallas, Texas, United States

-FCA Serve Team Leader• Helped SMU win the AAC Conference Championship in 2023 and attend numerous bowl games• Developed key qualities to be successful on and off the field such a hard work, dedication and commitment• Learned how to balance football and school while mainting exceptional grades/football performance

Dallas, Texas, United States

• Assisted in many projects ranging from financial planning, tax, and private equity• Engaged in platforms like Y-Charts and Right Capital to serve clients financial needs• Developed relationships and connections with co-workers that will carry into the future• Modeled out public and private investments/deals in Excel to provide value to the firm• Improved my knowledge within the financial services industry that will help me long term

Dallas, Texas, United States

• Used many platforms including Excel, Emoney, and CRM databases to perform client specific needs• Performed tasks such as submitting I-Bonds to the U.S. Treasury and modeled out investments in Excel• Developed relationships with clients and co-workers that will carry on in the future• Learned basics about the Financial Advising field such as prioritizing people as the main asset in business

Dallas, Texas, United States

• Helped perform functions like cleaning the range, storing member's clubs, and washing carts• Made connections with many members and co-workers in the duration of my work at the course• Worked in the bag room, range, and in the parking lot where I would assist members with their needs