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- Business Development Specialist
Mr. Schultz joined City National Rochdale in 2017. Based in Chicago, he provides support to the Senior Investment Consultants in the Mid-Western and Rocky Mountain regions. In his role as a Business Development Specialist, Mr. Schultz is responsible for cultivating relationships with financial advisors, CPAs, attorneys, and their clients.
Mr. Schultz was most recently employed by Penn Mutual where he was responsible for building and sustaining relationships with existing advisors, prospecting new business, and providing financial planning support to high-net-worth clients. Prior to joining Penn Mutual, he was a Investment Advisor Representative for Transamerica Financial Advisors.
Mr. Schultz holds the Certified Private Wealth Advisor® designation. He earned his B.S. from Indiana Wesleyan University while being a student Athlete and part of the Men’s Soccer Team. He now enjoys spending time with his wife and puppy in Chicago. He is an avid food, coffee and travel enthusiast and enjoys staying active through sports, cycling and spending time outdoors.
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