Jeffrey Schultz Cfa, Ctfa

Executive Vice President/chief Investment Officer, Managing Director Of Trust & Investment Services at American National Bank & Trust

Jeffrey Schultz, CFA, CTFA is the Executive Vice President/Chief Investment Officer at American National Bank & Trust. Jeffrey manages a group of over 30 employees who consistently contribute significant non-interest income for the company. Schultz is responsible for developing and executing investment strategies for a variety of accounts and ANB&T's investment portfolio. Prior to their current role, Jeffrey held positions as Vice President - Portfolio Manager at Herbert R. Smith, Inc and Sentry Management, Inc. Jeffrey also worked as a Financial Analyst at Finkelstein, Thompson and Loughran, and as an intern at Rylander, Clay & Opitz, LLP. Schultz holds a BBA in Finance from Texas Christian University.

Location

Wichita Falls, United States

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American National Bank & Trust

We are an independent community bank and financial services company that supports our customers'​ financial success with genuine personal service. In addition to personal banking, commercial banking and correspondent banking, our people create a valuable customer experience in home mortgage lending, trust and investment management, vehicle and equipment leasing, and title transactions. Since 1976, we have grown to approximately $700 million in assets with over 180 team members in nine locations across North Texas, with our headquarters located in Wichita Falls, Texas. Member FDIC, Equal Housing Lender


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Employees

51-200

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