Debbie Schultz Email
Director of Special Needs Trust Administration @ Cumberland Trust
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Debbie Schultz Location
- Nashville, TN, US
Debbie Schultz Work
- 2021 -now Director of Special Needs Trust Administration @
- 2020 -2021 Vice President-Senior Trust Relationship Officer @ Bank of Jackson Hole Trust and Wealth Partners
- 2014 -2020 Senior Vice President and Senior Relationship Manager @ Arden Trust Company
- 2012 -2014 Senior Private Fiduciary Advisor, Vice President @
- 2003 -2012 Manager, Vice President @
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 3 emails on RocketReach.
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Top Cumberland Trust Employees
Linda Knebel
VP, Texas Development Officer
Austin, TX, US
Chris Buckley
Chief Fiduciary Officer
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Lori Thoeny
Chief Strategy Officer
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Renee Frederiksen
Senior Vice President and Managing Director, Tax
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Nikkole Johnson
VP of Operations and Manager of Asset Transfer
Nashville, TN, US
April Drennan
Vice President and Director, Special Assets Administration
Nashville, TN, US
Jim Tuerff
Chairman, Executive Committee
Brentwood, TN, US
Lee Duvall
VP and Compliance Officer
Franklin, TN, US
Bedell James
Senior Vice President and Managing Director
Nashville, TN, US
Meg Cressman
Vice President, Compliance and Risk Management Officer
Nashville, TN, US
Shannon McGarrity
SVP and Managing Director, Business Development
St. Louis, MO, US
Asha Nivison
Chief Information Officer
Nashville, TN, US
Jennie Menzie
Chairman, President and CEO
Nashville, TN, US
Daniel Jernigan
Chief Compliance Officer
Murfreesboro, TN, US
Caroline Baumgartner
Vice President and Fiduciary Counsel
Nashville, TN, US
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