Trisha Schultz Email & Phone Number
Head of Search Operations @ Wilbanks Partners, LLC
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Trisha Schultz Location
- Reno, NV, US
Trisha Schultz Work
- Head of Search Operations @ (January 2023 - Present)
- Director of Advisor Services @ Enso Wealth Management (January 2022 - January 2023)
- Investment Program Manager, Office of the CIO @ (November 2020 - January 2022)
- Operational and Investment Due Diligence Manager @ Sierra Analytics, Inc. (February 2019 - October 2020)
- Property Management and Strategy Advisor @ Consultant/Independent Contractor (February 2016 - January 2019)
- Director, Fiscal Management and Operations @ Epiphany Productions Non Profit (April 2015 - January 2016)
- Vice President, Consultant Relations @ (September 2006 - March 2015)
- NWQ Product Specialist and Client Relationship Manager @ (September 2001 - November 2004)
Trisha Schultz Education
- San Francisco State University 2010-2011
- IMD 2008-2008
- Marist University
BS
Trisha Schultz Skills
- Timelines
- Operating Models
- Customer Experience
- Commercial Proposals
- Customer Engagement
- Equities
- Hedge Funds
- Series 7
- Series 66
Trisha Schultz Summary
- Trisha Schultz, based in Reno, NV, US, is currently a Head of Search Operations at Wilbanks Partners, LLC. Trisha Schultz brings experience from previous roles at Enso Wealth Management, Belpointe Asset Management, Sierra Analytics, Inc. and Consultant/Independent Contractor. Trisha Schultz holds a 2010 - 2011 San Francisco State University. With a robust skill set that includes Timelines, Operating Models, Customer Experience, Commercial Proposals, Customer Engagement and more. Trisha Schultz has 1 emails and 3 mobile phone numbers on RocketReach.
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