Monte Schatz Email & Phone Number
Senior Attorney @ Lamson Dugan & Murray LLP
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Monte Schatz Location
- Omaha, NE, US
Monte Schatz Work
- Senior Attorney @ (June 2022 - Present)
- Managing Member @ (January 2019 - May 2022)
- Attorney @ (December 2016 - December 2018)
- Board Member @ Phoenix Academy Board (January 2016 - November 2019)
- Vice President and Trust Office Manager @ (May 2015 - November 2016)
- Vice President, Market Leader @ (September 2013 - May 2015)
- Vice President, Division Manager @ (May 2007 - September 2013)
- Vice President and Trust Division Manager @ (December 2000 - May 2007)
- Associate Counsel and Estate Planning Attorney @ Quantum Alliance (April 1999 - January 2000)
- Vice President @ Fremont National Bank (January 1993 - January 1999)
Monte Schatz Education
- The University of Tulsa
Masters (Taxation)
2005-2006 - University of South Dakota
J.D. (Law)
1981-1984 - South Dakota State University
B.S. (Economics and Political Science)
1977-1981
Monte Schatz Skills
- Banking
- Risk Management
- Executive Management
- Estate Planning
- Investments
- Tax
- Trusts
- Estate Administration
- Portfolio Management
- Business Development
- Financial Planners
- Start-ups
- Trust Services
- Management
- Securities
- Accounting
- Financial Analysis
- Loans
- Credit
- Finance
- Strategy
- Wealth
- Wealth Management
- Estate Tax Planning
- Leadership
- Commercial Lending
- Investment Management
- Financial Services
- Financial Planning
- Sales Management
- Tax Law
- Team Management
- Returns
- Creditor Representation
- SEC
- Fiduciary
- Consulting
- Market
- Oklahoma
- Insurance
- Community
- Net
- IRAs
- Complicated
- Commercial Litigation
- Oversight
- Business Administration
- Symposium
- Families
- Real Estate
- Employee Relations
- Quality Auditing
- Literature
- Legal
- Red Cross
- Regulatory Compliance
- Systematic
- Cancer
- Data Conversion
- Pension Funds
- Revenue
- Design
- Downtown
- Physical Design
- Broker Dealer
- SAR
- Auditing
- Coordinated
- Cash Management
- Attorneys
- Ethics
- Publications
- Defense
- Downsizing
- Public Speaking
- Human Resources
- Personal Trust
- Distribution Strategies
- Conservatorships
- Settlement
- Lobbying
- Foundation
- Legal Writing
- System
- Licensing Agreements
- Planned Giving
- Continuing Legal Education
- Supervision
- Life Insurance
- Procedural Analysis
- Budgeting
- Personal Trust Administration
- Corporations
- New Business Development
- Asset Management
- Legal Compliance
- Policy
- Profit Sharing
- Bankruptcy
- Quantum
- American
- Research
- Inheritance Tax Planning
- Estate Law
- Commercial Real Estate
- Probation
- Donors
- Concepts
- Protecting
- Economics
- Fixed Income
- Legal Aspects
- Kind
- Coordination
- Elder Law
- Market Planning
- Elections
- Property Law
- Cedar
- Strategic Planning
- Editorial
- Operations
- Values
- Author
- Comparative
- General Practice of Law
- Marketing
- Transactional Law
- Drafting
- Legal Research
- Business Intelligence
- Technical Support
- Project Planning
- Waterfalls
- Representation
- Bar
- Labor Compliance
- Statewide
- Losses
- Presentations
- Iowa
- Employment Law
- Major Donors
- Ancillary
- Responsibility
- Council
- Policies and Procedures
- Regulations
- Labor Issues
- Contract Management
- Projecting
- Google Groups
- Magazines
- Interim Management
- Trust
- Civic
- History
- Start Ups
- Political Science
- Taxations
- Law Firms
- Conservation Easements
- Charter
- Tax Compliance
- Compliance
- Core Banking
- Mutual Funds
- Business Planning
- Tra
- Rate
- Equity Management
- Asset
- Subrogation
- Corporate Trust
- Commerce
- Trustee
- Legal Matters
- Budgets
- Conservation Issues
- ERISA
- Due Diligence
- Risk
- Process Design
- Filing
- Tax Returns
- Research Projects
- Mergers and Acquisitions
- Employee Benefits
Monte Schatz Summary
- Monte Schatz, based in Omaha, NE, US, is currently a Senior Attorney at Lamson Dugan & Murray LLP. Monte Schatz brings experience from previous roles at Vandenack Weaver LLC, Phoenix Academy Board and Bank of the West Wealth Management. Monte Schatz holds a 2005 - 2006 Masters in Taxation @ The University of Tulsa. With a robust skill set that includes Banking, Risk Management, Executive Management, Estate Planning, Investments and more. Monte Schatz has 2 emails and 2 mobile phone numbers on RocketReach.
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