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Theresa Schultz, Cisp Email & Phone Number

Vice President - Investment Services Administrator at Waukesha State Bank Wealth Management
Location: Waukesha, Wisconsin, United States 6 work roles 2 schools
1 work email found @waukeshabank.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email t****@waukeshabank.com
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Current company
Waukesha State Bank Wealth Management
Role
Vice President - Investment Services Administrator
Location
Waukesha, Wisconsin, United States
Company size
180 employees

Who is Theresa Schultz, Cisp? Overview

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Quick answer

Theresa Schultz, Cisp is listed as Vice President - Investment Services Administrator at Waukesha State Bank Wealth Management, a with 180 employees, based in Waukesha, Wisconsin, United States. AeroLeads shows a work email signal at waukeshabank.com and a matched LinkedIn profile for Theresa Schultz, Cisp.

Theresa Schultz, Cisp previously worked as Assistant Vice President - Investment Services Administrator at Waukesha State Bank and Assistant Vice President - Senior Retirement Officer at Waukesha State Bank. Theresa Schultz, Cisp holds Bachelors Of Science, Finance, Economics from Carroll University.

Company email context

Email format at Waukesha State Bank Wealth Management

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*@waukeshabank.com
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AeroLeads found 1 current-domain work email signal for Theresa Schultz, Cisp. Compare company email patterns before reaching out.

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Profile bio

About Theresa Schultz, Cisp

Theresa Schultz, Cisp is a Vice President - Investment Services Administrator at Waukesha State Bank Wealth Management. They possess expertise in banking, wealth management, retirement planning, investments, customer service and 6 more skills.

Listed skills include Banking, Wealth Management, Retirement Planning, Investments, and 7 others.

Current workplace

Theresa Schultz, Cisp's current company

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Waukesha State Bank Wealth Management
Waukesha State Bank Wealth Management
Vice President - Investment Services Administrator
Waukesha, WI, US
Website
waukeshabank.com
Employees
180
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6 roles

Theresa Schultz, Cisp work experience

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Vice President - Investment Services Administrator

Waukesha State Bank Wealth Management

Waukesha, Wi, Us

Assistant Vice President - Investment Services Administrator

Waukesha State Bank

I serve as Assistant Vice President-Investment Services Administrator at Waukesha State Bank Wealth Management. As a Certified IRA Services Professional (CISP), I supervise the overall management of all of Wealth Management’s IRA relationships and interact with and service the needs of IRA holders and IMA clients. I take great satisfaction in making personal connections with my customers and enjoy helping to meet their needs. With over 20 years of experience at the bank, my business administration degree, and my commitment to continuing my education through seminars and subscriptions to industry resources, I am able to expertly provide the best service possible to my clients.

Team & coworkers

Colleagues at Waukesha State Bank Wealth Management

Other employees you can reach at waukeshabank.com. View company contacts for 180 employees →

DG Dawn Griesbach Dawn Griesbach Colleague at Waukesha State Bank Wealth ManagementHartford Town, Wisconsin, United States View → TK Tamara Kasinski Tamara Kasinski Colleague at Waukesha State Bank Wealth ManagementGreater Milwaukee, United States View → HM Holly Mccabe Holly Mccabe Colleague at Waukesha State Bank Wealth ManagementSussex, Wisconsin, United States View → DC Dave Curran Dave Curran Colleague at Waukesha State Bank Wealth ManagementGreater Milwaukee, United States View → TA Tom Armstrong Jr Tom Armstrong Jr Colleague at Waukesha State Bank Wealth ManagementWaukesha, Wisconsin, United States View → SZ Sam Zarling Sam Zarling Colleague at Waukesha State Bank Wealth ManagementGreater Milwaukee, United States View → JS Josephine Stahl Josephine Stahl Colleague at Waukesha State Bank Wealth ManagementGreater Milwaukee, United States View → DE Derek Eveland Derek Eveland Colleague at Waukesha State Bank Wealth ManagementMukwonago, Wisconsin, United States View → JT Jackelyn Tirado Jackelyn Tirado Colleague at Waukesha State Bank Wealth ManagementMilwaukee, Wisconsin, United States View → SP Steve Plate Steve Plate Colleague at Waukesha State Bank Wealth ManagementWaukesha, Wisconsin, United States View →
2 education records

Theresa Schultz, Cisp education

FAQ

Frequently asked questions about Theresa Schultz, Cisp

Quick answers generated from the profile data available on this page.

What company does Theresa Schultz, Cisp work for?

Theresa Schultz, Cisp works for Waukesha State Bank Wealth Management.

What is Theresa Schultz, Cisp's role at Waukesha State Bank Wealth Management?

Theresa Schultz, Cisp is listed as Vice President - Investment Services Administrator at Waukesha State Bank Wealth Management.

What is Theresa Schultz, Cisp's email address?

AeroLeads has found 1 work email signal at @waukeshabank.com for Theresa Schultz, Cisp at Waukesha State Bank Wealth Management.

Where is Theresa Schultz, Cisp based?

Theresa Schultz, Cisp is based in Waukesha, Wisconsin, United States while working with Waukesha State Bank Wealth Management.

What companies has Theresa Schultz, Cisp worked for?

Theresa Schultz, Cisp has worked for Waukesha State Bank Wealth Management and Waukesha State Bank.

Who are Theresa Schultz, Cisp's colleagues at Waukesha State Bank Wealth Management?

Theresa Schultz, Cisp's colleagues at Waukesha State Bank Wealth Management include Dawn Griesbach, Tamara Kasinski, Holly Mccabe, Dave Curran, and Tom Armstrong Jr.

How can I contact Theresa Schultz, Cisp?

You can use AeroLeads to view verified contact signals for Theresa Schultz, Cisp at Waukesha State Bank Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Theresa Schultz, Cisp attend?

Theresa Schultz, Cisp holds Bachelors Of Science, Finance, Economics from Carroll University.

What skills is Theresa Schultz, Cisp known for?

Theresa Schultz, Cisp is listed with skills including Banking, Wealth Management, Retirement Planning, Investments, Customer Service, Microsoft Excel, Microsoft Word, and Powerpoint.

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