Thomas Shultz Email and Phone Number
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Thomas Shultz personal email
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• Highly-collaborative executive with multiple demonstrated successes, delivering growth agendas with measurable financial and market returns significantly above expectations.• Special proficiency in building motivated multi-disciplinary business and sales teams that deliver high-performance results in a matrixed environment.• Excellent digital, marketing and communication skills, with extensive track record of effective engagement with Boards, industry/financial analysts and senior leaders from sales to development to finance.• Digital business thought leaderSpecialties: Growing and leading teamsSimplifying complicated problems Making processes more efficientInvestingFinancial MarketsTechnologyMarketing.
Lyfebeast
View- Website:
- lyfebeast.com
- Employees:
- 1
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LyfebeastScottsdale, Az, Us -
Managing PartnerLyfebeast Jun 2017 - PresentScottsdale, Arizona, UsLyfeBeast is the next generation of Insurance and Financial Services. LyfeBeast exists for those who are willing to learn more, grow more, invest more and go for more… to do what others don’t, so they can live the life others won’t. LyfeBeast exists to be a guide for those who seek to become all they can with all they have been given.For those choosing their better future, to live the life they were meant to live. -
PresidentNaifa Scottsdale Jun 2017 - PresentCurrent President of the Scottsdale, AZ association of the National Association of Insurance and Financial Advisors.
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Registered PrincipalProequities, Inc. Aug 2014 - Jun 2017Registered Principal empowered to oversee operational, compliance, trading and sales operations and the personnel who staff them for Financial Advisors and Registered Staff in the Greater Arizona Branch office for ProEquities, Inc.(Series 24 registered)Please be advised that presently Thomas Shultz holds series 7,66 and 24 licenses in Arizona and California. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.
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Financial Advisor/Investment Advisor RepresentativeProequities, Inc. Jun 2011 - Jun 2017Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.(Series 7 & Series 66 registered)Please be advised that presently Thomas Shultz holds series 7,66 and 24 licenses in Arizona and California. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.
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Managing Director/Regional Branch Manager, Greater Arizona BranchFuturity First Insurance Group Jun 2011 - Jun 2017Middletown, Ct, Us2016: Finished as the #1 Overall Branch in the Country for Futurity First. Finished year with over 3 million dollars in street FYC & GDC. Named to the 2017 Advisory Council for 5th consecutive year.2015: Finished as the #1 Overall Branch in the Country for Futurity First. Branch production (FYC & GDC) grew year over year by 17%. Finished year with over 3.1 million dollars in street FYC & GDC. Named to the 2016 Advisory Council for 4th consecutive year.2014: Finished as the #1 Overall Branch in the Country for Futurity First Insurance Group. Branch production(FYC & GDC) grew year over year by 42%. Finished year with over 2.5 million dollars in street FYC and GDC. Named to the 2015 Advisory Council for 3rd consecutive year.2013: Finished as the #1 Overall Branch in the Country for Futurity First Insurance Group. Once again grew branch production by 52%. Finished year with over 1.4 million dollars in street FYC and GDC. Named to the 2014 Advisory Council for a 2nd consecutive year.2012: Once again grew branch production by 79%. Finished as the #4 overall Branch inside FFIG.Named to the 2013 Advisory Council.June 2011 - December 2011: grew branch production by over 276% in 2nd half of year. Had 3 agents qualify for Leaders Convention. Finished as #6 overall Branch inside FFIG.At Futurity First, we attract experienced insurance professionals and financial advisors, as well as other sales and banking professionals with the desire to build their practice the way they have always dreamed of. We've built a quality team of financial professionals who share our vision and we're growing..... -
Jr. Vice President/Sales ManagerThe Dollarhide Financial Group, Llc Dec 2010 - Jun 2011As a Sales Manager of The Dollarhide Financial Group, LLC, I represent Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term. -
Branch Sales ManagerBankers Life & Casualty Jan 2010 - Oct 2010Built a 48 person Insurance & Financial Services Office in 10 short months from the ground floor. Hired and trained 6 new managers, 1 full time recruiter, 2 financial advisors, and 2 administrators. Started at beginning of 2010 with only 6 people in branch and was in top 20 branches nationwide for company in recruiting with 61 producers hired thru September 30th. Took branch from 19th place out of 21 in Southwest territory to 5th place thru September 30th, and to #1 branch out of #4 in state of Arizona. Was currently #7 growth branch in America for entire company and was #3 Rookie Branch Manager of the year for entire company thru September 30th. Coordinated contests and other incentive activities to stimulate employees and receive maximum efforts. Achieved #2 best month ever for Branch in Month of August 2010 with over 4.2 million of Annuity Premium. Trained sales staff in product, company policy and established sales techniques and skills. Ensured compliance of employees with established security, sales and record keeping procedures and practices.
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Unit Sales ManagerBankers Life & Casualty May 2008 - Dec 2009Built a team of insurance agents to 44 by end of year 2009. Was in charge of all training, compliance, hiring, production, and leadership for entire unit. Finished 2009 as the #1 Unit Sales Manager out of #44 in the Southwest Territory for company and #28 out of #543 for entire company. Hired and trained the #4 Field Trainer in America in 2009. Had 9 agents and managers qualify for company sales convention, which was most in territory. Finished as #3 Branch in Southwest Territory for Bankers after being 18th in month before I arrived. Was promoted at end of 2009 to Branch Manager.
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Financial AdvisorProequities/Lpl California & Arizona Aug 2009 - Oct 2010Maintained a book of business exceeding 10 million dollars. Was named FIVE STAR WEATH MANAGER by Orange Coast Magazine in 2009 for excellent track record and customer satisfaction. Help clients in all faucets of their portfolio to make sure the entire retirement package is correctly in line with their goals and objectives.
Thomas Shultz Skills
Thomas Shultz Education Details
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Humboldt State UniversityBusiness Marketing -
San Bernardino Valley College -
Larue County High School
Frequently Asked Questions about Thomas Shultz
What company does Thomas Shultz work for?
Thomas Shultz works for Lyfebeast
What is Thomas Shultz's role at the current company?
Thomas Shultz's current role is Highly Collaborative Executive, Board Member, Startup Advisor, Entrepreneur.
What is Thomas Shultz's email address?
Thomas Shultz's email address is th****@****ast.com
What is Thomas Shultz's direct phone number?
Thomas Shultz's direct phone number is +194935*****
What schools did Thomas Shultz attend?
Thomas Shultz attended Humboldt State University, San Bernardino Valley College, Larue County High School.
What are some of Thomas Shultz's interests?
Thomas Shultz has interest in Football, Grandkids, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, Golf.
What skills is Thomas Shultz known for?
Thomas Shultz has skills like Fixed Annuities, Life Insurance, Insurance, Retirement, Disability Insurance, Long Term Care, Term Life Insurance, Strategic Planning, Employee Benefits, Retirement Planning, Whole Life, Financial Planners.
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