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Debbie Schultz Location
Nashville, TN, US
Debbie Schultz Work
Director of Special Needs Trust Administration @ (September 2021 - Present)
Vice President-Senior Trust Relationship Officer @ Bank of Jackson Hole Trust and Wealth Partners (March 2020 - September 2021)
Senior Vice President and Senior Relationship Manager @ Arden Trust Company (January 2014 - March 2020)
Senior Private Fiduciary Advisor, Vice President @ (May 2012 - January 2014)
Manager, Vice President @ (September 2003 - April 2012)
Debbie Schultz Education
Purdue University Global
Executive Juris Doctor (Concentration in Business Law)
2016-2019
Cannon Trust School, I,II, III, and Graduate
Certified Trust & Financial Advisor
University of Phoenix
Debbie Schultz Skills
Wealth Management
Trust Services
Banking
Financial Services
Financial Advisory
Estate Planning
Strategic Planning
Series 7
Retirement Planning
Investment Advisory
401k
Securities
Asset Allocation
Investments
Mutual Funds
Asset Management
Trading
Debbie Schultz Summary
Debbie Schultz, based in Nashville, TN, US, is currently a Director of Special Needs Trust Administration at Cumberland Trust. Debbie Schultz brings experience from previous roles at Bank of Jackson Hole Trust and Wealth Partners, Arden Trust Company and Advisory Trust Company of Delaware. Debbie Schultz holds a 2016 - 2019 Executive Juris Doctor in Concentration in Business Law @ Purdue University Global. With a robust skill set that includes Wealth Management, Trust Services, Banking, Financial Services, Financial Advisory and more. Debbie Schultz has 4 emails on RocketReach.
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