Tom Schultz, MBA

Investment Operations Analyst II at Savant Wealth Management

Tom Schultz, MBA has a diverse work experience spanning several years. Tom most recently worked at Savant Wealth Management as an Investment Operations Analyst II starting in November 2022. Prior to that, they were at SFG Wealth Planning from July 2020 to November 2022, where they held the position of Data Specialist/Jr. Associate Planner. Before entering the financial industry, Tom worked at PharMethod from May 2015 to July 2020, where they held various roles including Reconciliation Manager, Reconciliation Specialist, and Administration. Tom'searliest work experience was at W W Adcock Inc, where they served as a Retail Associate from May 2008 to August 2012. Tom's work experience demonstrates their skillset and versatility in both financial planning and operations roles.

Tom Schultz, MBA, has a strong educational background with a focus on business administration and biblical studies. Tom completed their Master of Business Administration (MBA) in International Entrepreneurship at Cairn University from 2017 to 2019. Prior to that, they obtained a Bachelor of Business Administration (BBA) degree from Cairn University, specializing in an unspecified field of study, from 2010 to 2015. Alongside their BBA, they also completed a Bachelor of Biblical Studies, with a specific focus on Bible/Biblical Studies during the same period.

In addition to their formal education, Tom Schultz has also earned a certification in Regulatory Compliance Specialization from Coursera in November 2022. Through their educational background and certification, they have gained a well-rounded skill set in business administration and biblical studies, positioning him for various career opportunities.

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