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Stacey Schultz Email & Phone Number
Citi Investment Management: Investment Sales - Wealth at Work and UHNW Lead
at
Citi
1 work email found
@citi.com
2 phones found area 917
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Citi Investment Management: Investment Sales - Wealth at Work and UHNW Lead
Location
New York, New York, United States
Company size
Who is Stacey Schultz? Overview
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Quick answer
Stacey Schultz is listed as Citi Investment Management: Investment Sales - Wealth at Work and UHNW Lead at Citi, a company with 10 employees, based in New York, New York, United States. AeroLeads shows a work email signal at citi.com, phone signal with area code 917, and a matched LinkedIn profile for Stacey Schultz.
Stacey Schultz previously worked as Citi Private Bank, NAM Business Development, Fixed Income Portfolio Specialist, Citi Investment Mgmt at Citi and Strategic Relationship Manager, Director of Distribution Joint Ventures at Citi. Stacey Schultz holds Bachelor Of Science (B.S.), Finance, General from University Of Florida - Warrington College Of Business.
Company email context
Email format at Citi
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{first}.{last}@citi.com
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AeroLeads found 1 current-domain work email signal for Stacey Schultz. Compare company email patterns before reaching out.
Profile bio
About Stacey Schultz
As a leader in Core Portfolio Solutions Sales at Citi, my focus is on delivering exceptional investment solutions and growing Citi Global Wealth's client base through strategic customer engagement and relationship building. My proficiency in portfolio solutions, investment sales, and client education has been instrumental in advancing core portfolios for ultra and high net worth clients across Citi Private Bank and Wealth at Work segments.The team and I thrive on transforming client dialogues into profitable outcomes, navigating the complexities of financial markets with innovative strategies. The competencies honed from my recent roles support Citi Investment Management's mission of providing tailored investment experiences, where collaboration and market insight foster trust and partnership, contributing to the firm's and clients' success.
Listed skills include Hedge Funds, Capital Markets, Structured Products, Fixed Income, and 13 others.
Current workplace
Stacey Schultz's current company
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Citi
7 roles
Stacey Schultz work experience
A career timeline built from the work history available for this profile.
Citi Investment Management: Investment Sales - Wealth At Work And Uhnw Lead
CurrentLeader of the traditional investments sales vertical to serve Wealth at Work and Private Bank Clients of Citi Global Wealth. I work with Citi Investment Management’s (CIM) Investment Counselors and Private Bankers to deliver the Traditionals offerings on the CIM platform. CIM offers a variety of investment solutions, including core portfolios, both.
Feb 2022 - Present
Citi Private Bank, Nam Business Development, Fixed Income Portfolio Specialist, Citi Investment Mgmt
In this role, I worked closely with the portfolio management team and traders executing strategy and supporting ongoing growth for the US, and in particular the Fixed Income Team. This involved driving key client and new business initiatives, including business management, client service, product oversight, marketing, and thought leadership. I also oversaw.
Aug 2020 - Feb 2022
Strategic Relationship Manager, Director Of Distribution Joint Ventures
Strategic Global Relationship Manager, managing the relationships with large global asset management firms to leverage their product and content capabilities throughout Citi's distribution networks. This spans across high net worth, consumer and retail clients. I also lead Citi's Private Bank's efforts to optimize product distribution across our Consumer.
Jan 2016 - Aug 2020
Director, Global Markets Relationship Management, Markets And Securities Services
- Offered Citi's suite of sales and trading products and services to top tier hedge funds and asset managers - Cultivated relationships with senior management at Citi's key institutional investors to ensure that they are connected with Citi at all levels.- Managed all aspects of the client trading relationship with the goal of being a top 3 trading partner.
Dec 2005 - Jan 2016
Mortgage Backed Bond Sales
- Sold Mortgage and Asset Backed Securities to Money Managers, Hedge Funds and Insurance Companies - Offered product expertise, research and market data in areas including CMBS, ABS, RMBS, CMOs and pass throughs- Recommended CDOs, synthetic and structured products to a diverse client base comprised of 17 institutional investor clients- Presented trade.
Jun 2002 - Dec 2005
Sales And Trading Analyst And Associate Programs
Jul 2000 - Aug 2002
Team & coworkers
Colleagues at Citi
Other employees you can reach at citibank.com. View company contacts for 10 employees →
DN
Dezső Nárai
Colleague at CitiBerlin, Berlin, Germany, Germany
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EM
Eric Miller
Colleague at CitiGreater Tampa Bay Area, United States, United States
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RW
Roger Woodall
Colleague at CitiLondon, England, United Kingdom, United Kingdom
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AG
Alexandra Genovese
Colleague at CitiNew York, New York, United States, United States
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FM
Francesco Meucci
Colleague at CitiGreater London, England, United Kingdom, United Kingdom
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CA
Charlotte Antell
Colleague at CitiWeybridge, England, United Kingdom, United Kingdom
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DC
Dorian C.
Colleague at CitiBronx, New York, United States, United States
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AS
Ashokkumar Subramanian
Colleague at CitiNorth Arlington, New Jersey, United States, United States
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SM
Swaminathan Mm
Colleague at CitiMumbai, Maharashtra, India, India
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RN
Ramya Nair
Colleague at CitiBengaluru, Karnataka, India, India
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Dezső Nárai
Colleague at CitiBerlin, Berlin, Germany, Germany
View →
EM
Eric Miller
Colleague at CitiGreater Tampa Bay Area, United States, United States
View →
RW
Roger Woodall
Colleague at CitiLondon, England, United Kingdom, United Kingdom
View →
AG
Alexandra Genovese
Colleague at CitiNew York, New York, United States, United States
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FM
Francesco Meucci
Colleague at CitiGreater London, England, United Kingdom, United Kingdom
View →
CA
Charlotte Antell
Colleague at CitiWeybridge, England, United Kingdom, United Kingdom
View →
DC
Dorian C.
Colleague at CitiBronx, New York, United States, United States
View →
AS
Ashokkumar Subramanian
Colleague at CitiNorth Arlington, New Jersey, United States, United States
View →
SM
Swaminathan Mm
Colleague at CitiMumbai, Maharashtra, India, India
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RN
Ramya Nair
Colleague at CitiBengaluru, Karnataka, India, India
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2 education records
Stacey Schultz education
Bachelor Of Science (B.S.), Finance, General
University Of Florida - Warrington College Of Business
Bachelor Of Arts (B.A.), Finance, General
University Of Florida - Warrington College Of Business
FAQ
Frequently asked questions about Stacey Schultz
Quick answers generated from the profile data available on this page.
What company does Stacey Schultz work for?
Stacey Schultz works for Citi.
What is Stacey Schultz's role at Citi?
Stacey Schultz is listed as Citi Investment Management: Investment Sales - Wealth at Work and UHNW Lead at Citi.
What is Stacey Schultz's email address?
AeroLeads has found 1 work email signal at @citi.com for Stacey Schultz at Citi.
What is Stacey Schultz's phone number?
AeroLeads has found 2 phone signal(s) with area code 917 for Stacey Schultz at Citi.
Where is Stacey Schultz based?
Stacey Schultz is based in New York, New York, United States while working with Citi.
What companies has Stacey Schultz worked for?
Stacey Schultz has worked for Citi.
Who are Stacey Schultz's colleagues at Citi?
Stacey Schultz's colleagues at Citi include Dezső Nárai, Eric Miller, Roger Woodall, Alexandra Genovese, and Francesco Meucci.
How can I contact Stacey Schultz?
You can use AeroLeads to view verified contact signals for Stacey Schultz at Citi, including work email, phone, and LinkedIn data when available.
What schools did Stacey Schultz attend?
Stacey Schultz holds Bachelor Of Science (B.S.), Finance, General from University Of Florida - Warrington College Of Business.
What skills is Stacey Schultz known for?
Stacey Schultz is listed with skills including Hedge Funds, Capital Markets, Structured Products, Fixed Income, Bonds, Relationship Management, Alternative Investments, and Securities.
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