Patrick Schultz Email & Phone Number
Head of Wealth Planning, Sr. Wealth Planner @ Clark Capital Management Group
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Patrick Schultz Location
- Delafield, WI, US
Patrick Schultz Work
- Head of Wealth Planning, Sr. Wealth Planner @ (April 2023 - Present)
- Executive Director, Central Division Lead, Wealth Planning and Advice at JP Morgan Chase @ (January 2021 - April 2023)
- Director - Senior Wealth Strategist @ (December 2017 - January 2021)
- Partner - Estate Planning Attorney @ Walden & Schuster, S.C. (June 2009 - December 2017)
- President @ (January 2010 - December 2015)
- Estate Planning Attorney @ Kindt, Phillips, Friedman & Fremgen S.C. (February 2008 - May 2009)
- Estate Planning Attorney @ Moertl, Wilkins & Campbell S.C. (January 2006 - January 2008)
- Law Clerk @ Legal Aid Society of Milwaukee (January 2005 - August 2005)
Patrick Schultz Education
- Marquette University Law School
J.D. (Law)
2003-2006 - University of Wisconsin-Milwaukee
B.A. (History)
2000-2002 - University of Minnesota 1999-2000
Patrick Schultz Skills
- Selling Businesses
- Mergers & Acquisitions (M&A)
- Probate
- Estate Planning
- Guardianship
- Elder Law
- Trusts
- Wills
- Conservatorships
- Special Needs Planning
- Estate Administration
- Powers of Attorney
- Living Trusts
- Estate Tax Planning
- Gift Tax
- Trust Administration
- Leadership
- Cross-functional Team Leadership
- Creative Problem Solving
- Information Gathering
- Attorneys
- Benefit Cost Analysis
- Business Development
- Charitable Giving
- Charitable Trusts
- Client Development
- Client Relations Skills
- Client Representation
- Collaborative Problem Solving
- Commercial Litigation
- Concentrated Stock Management
- Equity Compensation
- Estate & Gift Taxation
- Estate Law
- Family Wealth Management
- Fiduciary
- HNW
- High Net Worth Individuals
- Juvenile Law
- Legal Research
- Legal Writing
- Multi-generational wealth transfer
- Nonprofits
- Probation
- Property Law
- Public Speaking
- Risk Analysis
- Succession Planning
- Tax Planning
- Trial Practice
- Trust Services
- Wealth Preservation
- Wealth Preservation Planning
- Wealth Transfer
- Estate And Gift Taxation
- Multi Generational Wealth Transfer
- Cross Functional Team Leadership
Patrick Schultz Summary
- Patrick Schultz, based in Delafield, WI, US, is currently a Head of Wealth Planning, Sr. Wealth Planner at Clark Capital Management Group. Patrick Schultz brings experience from previous roles at JPMorgan Chase & Co., Charles Schwab, Walden & Schuster, S.C. and Interfaith Senior Programs, Inc.. Patrick Schultz holds a 2003 - 2006 J.D. in Law @ Marquette University Law School. With a robust skill set that includes Selling Businesses, Mergers & Acquisitions (M&A), Probate, Estate Planning, Guardianship and more. Patrick Schultz has 3 emails and 8 mobile phone numbers on RocketReach.
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Patrick Schultz
Head of Wealth Planning, Sr. Wealth Planner
Delafield, WI, US
David Rights
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Glenn Dorsey
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Denise Williams
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Sean Clark
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Rob Holmes
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