Jarrad Schultz

Jarrad Schultz is an experienced finance professional currently serving as Associate Portfolio Manager at City National Rochdale since August 2020, previously holding the position of Portfolio Analyst. Prior to this, Jarrad worked as an Investment Manager at Wells Fargo from October 2017 to August 2020, focusing on client communication, investment objectives, and risk management in collaboration with compliance teams. Jarrad's career began at Pacific Capital Resource Group, where as an Account Manager from October 2014 to December 2016, responsibilities included client acquisition and financial analysis for retirement planning. Jarrad's early experience also encompasses a Finance Intern role, which involved networking and supporting Financial Advisors. Jarrad holds a Bachelor of Arts in Political Economy from the University of Washington, earned in 2016.