Scot Schultz

National Account Manager - Wealth Management

Scot Schultz, MBA, CRPC, currently serves as the National Account Manager for Wealth Management at TruStage, a position held since May 2016. Prior experience includes roles at CUNA Mutual Group as a Program Acquisition Specialist, and at LoCorr Funds as Vice President and National Account Manager, where responsibilities included establishing selling agreements and enhancing market share in liquid alternative mutual funds. At Allianz Life Financial Services, Scot Schultz held various positions, advancing sales significantly and driving annuity business through strategic initiatives and relationship management. Educational achievements include an MBA in Financial Services Management from the University of St. Thomas and a degree in Marketing Management from the College of St. Thomas.

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