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Kevin Schultz
Kevin Schultz
National Sales Director- Mgd Accounts | Wells Fargo Private Bank
Minnesota, Minneapolis, United States
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.
Kevin Schultz
Work Experience
Executive Director, Senior Private Wealth Portfolio Manager at
Wells Fargo Private Bank
January 2024 - Present
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
*************@wellsfargo.com
Colleagues
Brokerage Representative/Money Market Trader
Advisor
Senior Vice President
Associate
Senior Trust Advisor- Senior Vice President
Attorney
Attorney
Vice President, Wealth Management Advisor
Account Planner
Assistant Vice President / Loan Portfolio Officer