Joseph Schultz work email
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Since 1992, Joe has owned and managed hundreds of residential units in the City of Milwaukee and other locations in southeastern Wisconsin. His passion is finding efficiencies where others have been unable—constantly looking for ways to improve the resident experience while controlling costs. With extensive professional background in both finance and technology, he has been able to develop systems that have saved hundreds of man-hours of work per year, saving time and money. Learning and education have always been an emphasis in Joe’s life. While attending the University of Wisconsin—Milwaukee, he was a starter on the Men’s Basketball Team, a two-time recipient of the Dexter Riesch Scholar-Athlete Award, which is given each year to a men’s basketball player who best exemplifies the meaning of the true student-athlete, and a member of the GTE Academic All-American Team.After graduating from UW-Milwaukee with a double major in Finance and Marketing and a minor in Economics, Joe worked for Andersen Consulting where he sharpened his consultative and problem-solving skills, helping companies develop processes and technology to solve business issues. Those skills coupled with hard work helped him establish his own consulting company, SysLogic, Inc. As a business owner, Joe understands the unique challenges business owners face. Joe then spent almost 14 years in the financial services industry where his primary focus was to help individuals build sound retirement income plans for those who were in or near retirement.Joe was born and raised in Brookfield, Wisconsin and continues to reside in Brookfield with his wife, Renee, and his three children, William, George, and Isabella. He enjoys all facets of sports—watching, playing, and coaching—and spending time with his family.
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Co-FounderEfformance Sep 2020 - PresentMilwaukee, Wisconsin, United States -
PresidentAllset Property Management Jul 2017 - Jan 2022Milwaukee, WiJoe created AllSet Property Management to offer his broad and deep property management experience to other real estate owners. As President, Joe is responsible for setting and maintaining the company's strategic direction.
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PresidentAllset Investments Dec 2017 - Dec 2021Milwaukee, WiAllSet Investments matches profitable real estate with qualified investors. Using his vast experience in both real estate and investments, Joe takes time to understand the investor's goals and then secures the real estate that will help the investor reach those goals. -
Regional Vice PresidentTransamerica Capital May 2014 - Jul 2017Eastern Wi And Greater ChicagoAs a Regional Vice President at Transamerica Capital, Joe consults with Financial Advisors at major firms and helps them develop retirement strategies for their clients. Most often, that involves helping the financial advisor create a retirement income plan that gives them the financial security they desire. -
Financial AdvisorAnnex Wealth Management Aug 2012 - May 2014Elm Grove, WiJoe's primary focus has been to help build sound retirement income plans for those who are in or approaching retirement. With a strong emphasis on the planning process, Joe first seeks to understand the needs of his clients, then build a customized plan to meet those needs, and finally educate his clients on how the plan meets their needs. -
Regional Vice PresidentTransamerica Capital Nov 2003 - Aug 2012As a Regional Vice President at Transamerica Capital, Joe consults with Financial Advisors at major firms and helps them develop retirement strategies for their clients. Most often, that involves helping the financial advisor create a retirement income plan that gives them the financial security they desire. -
PresidentSyslogic, Inc. Oct 1995 - Nov 2003Founded information technology consulting and business solutions company. Managed and participated in overall business development, client management and development of strategic technical direction for the company. Managed all financial aspects of the company, including accounting and overall budget. Developed and managed numerous long-term partnerships and relationships with major accounts and affiliations. Grew company to be become a Future 50 Company in 2000 as recognized by the Metropolitan Milwaukee Association of Commerce -
Senior ConsultantAndersen Consulting Sep 1992 - Oct 1995Greater Milwaukee AreaCompleted software analysis, design, and development of software for large and small companies. Analyzed existing business processes and made recommendations for improvement. Developed proposals for potential new projects.
Joseph Schultz Skills
Joseph Schultz Education Details
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3.8 Gpa (4.0 Scale) -
Business Administration
Frequently Asked Questions about Joseph Schultz
What company does Joseph Schultz work for?
Joseph Schultz works for Efformance
What is Joseph Schultz's role at the current company?
Joseph Schultz's current role is Co-Founder at Efformance.
What is Joseph Schultz's email address?
Joseph Schultz's email address is jo****@****ica.com
What schools did Joseph Schultz attend?
Joseph Schultz attended University Of Wisconsin-Milwaukee, Kent State University.
What are some of Joseph Schultz's interests?
Joseph Schultz has interest in Education, Children.
What skills is Joseph Schultz known for?
Joseph Schultz has skills like Mutual Funds, Investments, Etfs, Financial Planners, Life Insurance, Information Technology, Variable Annuities, Long Term Care Insurance, Financial Markets.
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