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Kevin Schultz

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Kevin Schultz

National Sales Director- Mgd Accounts | Wells Fargo Private Bank

Minnesota, Minneapolis, United States

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Kevin Schultz

Summary

Kevin Schultz is an accomplished Executive Director and Senior Private Wealth Portfolio Manager with extensive experience in the financial services industry. Based in Minneapolis, he has a proven track record of leadership in wealth management, having held senior roles at prestigious institutions such as Wells Fargo and UBS. With a strong educational background in finance and accounting from the University of Minnesota Duluth, he combines technical expertise with strategic insight to drive investment success for high-net-worth clients. His career reflects a commitment to excellence and a deep understanding of market dynamics. Kevin's adaptability and innovative approach to wealth management distinguish him in a competitive field. He is passionate about building lasting client relationships and providing tailored financial solutions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Kevin Schultz

Work Experience

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Executive Director, Senior Private Wealth Portfolio Manager at

Wells Fargo Private Bank

January 2024 - Present

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Kevin Schultz

Education

University of Minnesota Duluth, BS, Finance, Acct

January 1987 - January 1992

Frequently Asked Questions about Kevin Schultz

What is Kevin Schultz email address?

Kevin Schultz's primary email address is *************@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kevin Schultz work for?

Kevin Schultz is a National Sales Director- Mgd Accounts at Wells Fargo Private Bank.

Where Kevin Schultz graduated from?

Kevin Schultz holds a degree in null from University of Minnesota Duluth.

How can I directly contact Kevin Schultz?

To contact Kevin Schultz directly, you can use the email address *************@wellsfargo.com. Complete contact information is available upon registration with Muraena.

Who is Kevin Schultz?

Kevin Schultz is an accomplished Executive Director and Senior Private Wealth Portfolio Manager with extensive experience in the financial services industry. Based in Minneapolis, he has a proven track record of leadership in wealth management, having held senior roles at prestigious institutions such as Wells Fargo and UBS. With a strong educational background in finance and accounting from the University of Minnesota Duluth, he combines technical expertise with strategic insight to drive investment success for high-net-worth clients. His career reflects a commitment to excellence and a deep understanding of market dynamics. Kevin's adaptability and innovative approach to wealth management distinguish him in a competitive field. He is passionate about building lasting client relationships and providing tailored financial solutions.

Kevin`s contact details

mail

*************@wellsfargo.com

Colleagues

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Lee Anderson

Brokerage Representative/Money Market Trader

Deborah White

Senior Vice President

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Navid Tofigh

Associate

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Sally Fusco

Senior Trust Advisor- Senior Vice President

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Julie Wolf

Attorney

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Gina Sinon

Attorney

Glenn Caldwell

Vice President, Wealth Management Advisor

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Stephen Wehr

Account Planner

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Annie Xu

Assistant Vice President / Loan Portfolio Officer

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