Cindy Y. Huang
Cindy joined Schultz Collins, Inc. in 1998. She holds a degree in Business and Administration with emphasis in accounting from San Francisco State University.
Cindy is our in-house expert on Morningstar Principia CAMS (Client Asset Management System), our portfolio management database. She also maintains the firm’s accounting system and handles numerous office management issues.
Kelly M. Woodard
Kelly has been at Schultz Collins, Inc. since 2002. Her responsibilities in client account management include:
- Coordinating trading and money movements
- Portfolio taxation issues
- Portfolio reporting
- Institutional advisor liaison
Kelly holds degrees from Mills College and San Francisco State University in Medieval History and American History. She speaks fluent French and Spanish and is a marathon runner.
Jessie M. Turner
Jessie joined Schultz Collins at the beginning of 2018 as a part-time Administrative Assistant, while finishing up her Bachelor’s degree at San Francisco State University. Now that she is a Baccalaureate in Art History, Jessie is a full-time employee, and continues to expand her knowledge of the investment world. As a member of both the trading and accounting departments, she provides an extra pair of eyes and thoroughly checks to make sure all incoming and outgoing transactions are accurate. Her routine tasks include reviewing trades, receiving payments, maintaining client records, and assisting with operational projects. She provides front-desk reception for the San Francisco office and serves our clients as a Notary Public. Jessie enjoys knitting and working with the ceramic wheel.