Stacey Schultz Email and Phone Number
Stacey Schultz work email
- Valid
- Valid
Stacey Schultz personal email
Stacey Schultz phone numbers
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.
Citi
View- Website:
- citibank.com
- Employees:
- 10
-
Citi Investment Management: Investment Sales - Wealth At Work And Uhnw LeadCitiNew York, Ny, Us
-
Citi Investment Management: Investment Sales - Wealth At Work And Uhnw LeadCiti Feb 2022 - PresentNew York, New York, UsLeader 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 internally and externally managed funds, SMAs and custom solutions. Day to day focus is to educate, help close investment sales and develop appropriate portfolio solutions for the Wealth at Work and Ultra High Net Worth client segments as part of their overall relationship with Citi Global Wealth. -
Citi Private Bank, Nam Business Development, Fixed Income Portfolio Specialist, Citi Investment MgmtCiti Aug 2020 - Feb 2022New York, New York, UsIn 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 and optimized growth opportunities and on-going projects across Citi Investment Management's North America initiatives, working in partnership with senior management, Product Management, Marketing, Operations and Technology, and Risk departments.
-
Strategic Relationship Manager, Director Of Distribution Joint VenturesCiti Jan 2016 - Aug 2020New York, New York, UsStrategic 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 and Institutional businesses.
-
Director, Global Markets Relationship Management, Markets And Securities ServicesCiti Dec 2005 - Jan 2016New York, New York, Us- 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 across both Equities and Fixed Income- Led the dialogue and served as a single point of contact to offer solutions or resources to firm partners.
-
Mortgage Backed Bond SalesCiti Jun 2002 - Dec 2005New York, New York, Us- 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 ideas tailored to specific strategies and needs of each client
-
Sales And Trading Analyst And Associate ProgramsCiti Jul 2000 - Aug 2002New York, New York, Us
Stacey Schultz Skills
Stacey Schultz Education Details
-
University Of Florida - Warrington College Of BusinessGeneral -
University Of Florida - Warrington College Of BusinessGeneral
Frequently Asked Questions about Stacey Schultz
What company does Stacey Schultz work for?
Stacey Schultz works for Citi
What is Stacey Schultz's role at the current company?
Stacey Schultz's current role is Citi Investment Management: Investment Sales - Wealth at Work and UHNW Lead.
What is Stacey Schultz's email address?
Stacey Schultz's email address is st****@****iti.com
What is Stacey Schultz's direct phone number?
Stacey Schultz's direct phone number is +191783*****
What schools did Stacey Schultz attend?
Stacey Schultz attended University Of Florida - Warrington College Of Business, University Of Florida - Warrington College Of Business.
What are some of Stacey Schultz's interests?
Stacey Schultz has interest in Children, Health.
What skills is Stacey Schultz known for?
Stacey Schultz has skills like Hedge Funds, Capital Markets, Structured Products, Fixed Income, Bonds, Relationship Management, Alternative Investments, Securities, Trading, Equities, Derivatives, Series 63.
Who are Stacey Schultz's colleagues?
Stacey Schultz's colleagues are Robert Lagomarsino, Biser Dimitrov, Vicki Ghuman, Meng Xu, Samantha Loveland-Morrison, Rachel Maher, Devika S.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial