Senior Analyst
Current
Jan 2020 - Present
AeroLeads people directory · profile
Ben Schultz Email & Phone Number
Senior Analyst at Executive Financial Services, Inc.
at
Executive Financial Services, Inc.
2 work emails found
@execfin.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Analyst at Executive Financial Services, Inc.
Location
Memphis, Tennessee, United States
Company size
Who is Ben Schultz? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ben Schultz is listed as Senior Analyst at Executive Financial Services, Inc. at Executive Financial Services, Inc., a with 5 employees, based in Memphis, Tennessee, United States. AeroLeads shows a work email signal at execfin.com and a matched LinkedIn profile for Ben Schultz.
Ben Schultz previously worked as Senior Analyst at Executive Financial Services, Inc. and Financial Analyst at Executive Financial Services, Inc.. Ben Schultz holds Cfp(R) from Kaplan University.
Company email context
Email format at Executive Financial Services, Inc.
This section adds company-level context without repeating Ben Schultz's masked contact details.
{first_initial}{last}@execfin.com
92% confidence
AeroLeads found 2 current-domain work email signals for Ben Schultz. Compare company email patterns before reaching out.
Profile bio
About Ben Schultz
Benjamin A. Schultz has been with Executive Financial Services for fifteen years. Ben started with EFS as an intern; in 2009 Ben was promoted to Financial Analyst and he has been a Senior Analyst since 2020.Ben is responsible for financial modeling for the Firm’s ESOP feasibility analysis, including preparing estimates of companies value, debt service structuring and ERISA compliance testings, as well as maintenance of the Firm’s IT systems.Ben graduated from Christian Brothers University with a Bachelor of Science in Business Administration.
Listed skills include Management, Investments, Financial Services, Financial Analysis, and 19 others.
Current workplace
Ben Schultz's current company
Company context helps verify the profile and gives searchers a useful next step.
Executive Financial Services, Inc.
5 roles
Ben Schultz work experience
A career timeline built from the work history available for this profile.
Financial Analyst
Prepare quarterly investment reviewsAnalyze financial data and tax returnsCreate many financial and marketing spreadsheetsUpdate model portfolios using several different tools
Feb 2009 - Dec 2019
Tax Consultant
Disc Connection
Prepared Taxes
Sep 2005 - Jan 2009
Feb 2008 - Dec 2008
Teller 2
Recognition: Number one in new account referrals in Tennessee (referring customers to other bank products such as: Annuities, credit cards, CDs, etc.)
Feb 2007 - Dec 2007
6 education records
Ben Schultz education
Cfp(R)
Kaplan University
Bachelor'S, Business Administration; Finance
Finance, Computer Science
Education record
Ridgeway High School
Education record
Frisch
FAQ
Frequently asked questions about Ben Schultz
Quick answers generated from the profile data available on this page.
What company does Ben Schultz work for?
Ben Schultz works for Executive Financial Services, Inc..
What is Ben Schultz's role at Executive Financial Services, Inc.?
Ben Schultz is listed as Senior Analyst at Executive Financial Services, Inc. at Executive Financial Services, Inc..
What is Ben Schultz's email address?
AeroLeads has found 2 work email signals at @execfin.com for Ben Schultz at Executive Financial Services, Inc..
Where is Ben Schultz based?
Ben Schultz is based in Memphis, Tennessee, United States while working with Executive Financial Services, Inc..
What companies has Ben Schultz worked for?
Ben Schultz has worked for Executive Financial Services, Inc., Disc Connection, and Suntrust Bank.
Who are Ben Schultz's colleagues at Executive Financial Services, Inc.?
Ben Schultz's colleagues at Executive Financial Services, Inc. include Andrew Holmes.
How can I contact Ben Schultz?
You can use AeroLeads to view verified contact signals for Ben Schultz at Executive Financial Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Ben Schultz attend?
Ben Schultz holds Cfp(R) from Kaplan University.
What skills is Ben Schultz known for?
Ben Schultz is listed with skills including Management, Investments, Financial Services, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, and Financial Modeling.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ben Schultz you were looking for.
View similar profiles
