Frank Schulz is a Portfolio Manager/Options Specialist and Investment Advisor with responsibility for portfolio management for individual and institutional clients. He has over 11 years of experience in the financial services industry.
Previous Experience and Education
Prior to joining RCM Wealth Advisors he was with Wells Fargo Advisors for three years as a Financial Advisor, with Citigroup for almost six years in the role of VP/Financial Center Manager and two years as a Branch Manager with JP Morgan Chase. He serves on the Board of Directors of The Center for Advancing Domestic Peace, a not-for-profit corporation dedicated to ending domestic abuse.
Specific Work Responsibilities
At RCM he is responsible for the development and execution of RCMWA Managed Options Programs, portfolio management for individual and institutional clients as well as developing and managing corporate retirement/benefits plans.