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
- 2023 -now Head of Search Operations @
- 2022 -2023 Director of Advisor Services @ Enso Wealth Management
- 2020 -2022 Investment Program Manager, Office of the CIO @
- 2019 -2020 Operational and Investment Due Diligence Manager @ Sierra Analytics, Inc.
- 2016 -2019 Property Management and Strategy Advisor @ Consultant/Independent Contractor
- 2015 -2016 Director, Fiscal Management and Operations @ Epiphany Productions Non Profit
- 2006 -2015 Vice President, Consultant Relations @
- 2001 -2004 NWQ Product Specialist and Client Relationship Manager @
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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Top Wilbanks Partners, LLC Employees
George Wilbanks
Managing Partner
Stamford, CT, US
Trisha Schultz
Head of Search Operations
Reno, NV, US
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