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Steve Schultz

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Steve Schultz

Executive Director- Investments | Crystal Bay Cafe

Florida, United States

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Steve Schultz

Summary

Steve Schultz is an accomplished Executive Director of Investments at Oppenheimer & Co. Inc., with over 17 years of experience in the financial services industry. He specializes in 401(k) rollovers, asset allocation, and wealth management services, providing strategic financial advisory to clients. With a strong academic background, holding an MBA in Accounting from Seton Hall University and a B.S. in Economics from the University of Maryland, Steve is well-equipped to navigate complex investment strategies. He is licensed across multiple states, showcasing his extensive knowledge of regulatory environments. His leadership roles at Oppenheimer demonstrate his commitment to excellence in financial advisory services. Steve's work in the Special Food Services industry highlights his unique niche within the financial sector. He remains dedicated to helping clients achieve their financial goals through tailored investment strategies.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Steve Schultz

Work Experience

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Executive Director- Investments at

Crystal Bay Cafe

September 2006 - Present

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Senior Director investments at

Crystal Bay Cafe

September 2005 - Present

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Steve Schultz

Education

Seton Hall University, Master Of Business Administration (Mba)

January 1989 - January 1991

The University of Maryland, College Park, Bachelor Of Science (B.S.)

January 1983 - January 1987

Frequently Asked Questions about Steve Schultz

What is Steve Schultz email address?

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

What company does Steve Schultz work for?

Steve Schultz is a Executive Director- Investments at Crystal Bay Cafe, a company specializing in Special Food Services.

Where Steve Schultz graduated from?

Steve Schultz holds a degree in Accounting from Seton Hall University.

How can I directly contact Steve Schultz?

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

Who is Steve Schultz?

Steve Schultz is an accomplished Executive Director of Investments at Oppenheimer & Co. Inc., with over 17 years of experience in the financial services industry. He specializes in 401(k) rollovers, asset allocation, and wealth management services, providing strategic financial advisory to clients. With a strong academic background, holding an MBA in Accounting from Seton Hall University and a B.S. in Economics from the University of Maryland, Steve is well-equipped to navigate complex investment strategies. He is licensed across multiple states, showcasing his extensive knowledge of regulatory environments. His leadership roles at Oppenheimer demonstrate his commitment to excellence in financial advisory services. Steve's work in the Special Food Services industry highlights his unique niche within the financial sector. He remains dedicated to helping clients achieve their financial goals through tailored investment strategies.

Steve`s contact details

mail

********@oppenheimer.com

Colleagues

Nick Tell

managing director

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Cpwa Niley Shrestha

Executive Director - Investments

Sandy Bershad

Executive Director Branch Control Officer

Nina Dante

Executive Director - Head of Corporate & Executive Services @ Oppenheimer & Co. Inc.

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Owen Lau Cfa

Adjunct Faculty

Param Singh

Executive Director

Parth Patel

Executive Director - Internal Audit

Siobhan Mcloughlin

Executive Director - Branch Examination Manager

Patrick Wade

Co-Owner

Stan Szymanski

Vice President, Institutional Investment Group

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