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Kevin Schultz's email & phone

Position:Executive Director, Senior Private Wealth Portfolio Manager at Wells Fargo Private Bank
Experience:23 years
Location:Minneapolis, Minnesota, United States

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Work Experience

Executive Director, Senior Private Wealth Portfolio Manager at Wells Fargo Private Bank

Jan 2024 - Current

Vice President, Senior Investment Strategist at Wells Fargo Private Bank

Jul 2018 - Current

Vice President, Senior Portfolio Manager at BMO Private Bank

Feb 2017 - Jul 2018

Vice President, Portfolio Relationship Manager at U.S. Trust

Aug 2013 - Feb 2017

Sr. Vice President -Sales at Minneapolis Portfolio Mgt Group

Aug 2008 - Aug 2013

Wealth Mgt Consultant at UBS

Jan 2006 - Jan 2008

National Sales Director- Mgd Accounts at Ameriprise Financial Services, LLC

Jan 2003 - Jan 2006

Kevin Schultz started working in 2003, then the employee has changed 5 companies and 6 jobs. On average, Kevin Schultz works for one company for 3 years 6 months.

Education

BS at University of Minnesota Duluth

Skills

Separately Managed Accounts, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Retirement Planning

Frequently Asked Questions

What is Kevin Schultz's minimum period of employment in the companies?

Kevin Schultz's minimum period of employment in various companies is 1 year 5 months.

What is Kevin Schultz's average duration of employment for different companies?

On average, Kevin Schultz works for one company for 3 years

What industries has Kevin Schultz worked in?

Kevin Schultz works in the Financial Services.

What positions has Kevin Schultz held before?

Previously, Kevin Schultz worked as a Vice President, Senior Investment Strategist, and Vice President, Senior Portfolio Manager, and Vice President, Portfolio Relationship Manager, and Sr. Vice President -Sales, and Wealth Mgt Consultant.

How do I contact Kevin Schultz?

Kevin Schultz's email address is k**@wellsfargo.com, phone number is +1-***-***-9420. Sign up to get contact details.

Who is the President/CEO/Director of the Wells Fargo Private Bank?

The President/CEO/Director of the Wells Fargo Private Bank is Robert Dransite

Kevin Schultz Namesakes

Name
Company
Position
K
CLEA Properties, LLC
Managing Member

Other employees at Wells Fargo Private Bank

Name
Company
Position
R
Senior Vice President, Senior Custom Credit Banker
N
Mortgage Retail Sales Coordinator - Private Mortgage Banking

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