Tom Schultz, Mba
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Tom Schultz, Mba Email & Phone Number

Investment Operations Analyst II at Savant Wealth Management
Location: Hatboro, Pennsylvania, United States 6 work roles 3 schools
1 work email found @savantwealth.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@savantwealth.com
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Current company
Savant Wealth Management
Role
Investment Operations Analyst II
Location
Hatboro, Pennsylvania, United States
Company size
160 employees

Who is Tom Schultz, Mba? Overview

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Quick answer

Tom Schultz, Mba is listed as Investment Operations Analyst II at Savant Wealth Management, a with 160 employees, based in Hatboro, Pennsylvania, United States. AeroLeads shows a work email signal at savantwealth.com and a matched LinkedIn profile for Tom Schultz, Mba.

Tom Schultz, Mba previously worked as Data Specialist/Jr. Associate Planner at Sfg Wealth Planning and Reconciliation Manager at Pharmethod. Tom Schultz, Mba holds Master Of Business Administration - Mba, International Entrepreneurship from Cairn University.

Company email context

Email format at Savant Wealth Management

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*@savantwealth.com
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Profile bio

About Tom Schultz, Mba

My objective is to work in operations or finance, so that I may apply my skills, talents, and years of financial experience to an organization to promote a goal-oriented, efficient process, and communicative atmosphere; while also adhering to the core values of the organization. I am eager to gain more exposure to an organization that exemplifies purposeful values, while also working and leading a team, serving the community and others less fortunate. Being able to create a long lasting impact, while also harnessing the potential of a team, can be achieved through an efficient process.

Listed skills include Finance, Administration, General Contracting, Retail Sales, and 3 others.

Current workplace

Tom Schultz, Mba's current company

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Savant Wealth Management
Savant Wealth Management
Investment Operations Analyst II
rockford, illinois, united states
Website
savantwealth.com
Employees
160
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Company profile
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6 roles

Tom Schultz, Mba work experience

A career timeline built from the work history available for this profile.

Investment Operations Analyst Ii

Current
Savant Wealth Management

Doylestown, Pennsylvania, United States

Nov 2022 - Present

Data Specialist/Jr. Associate Planner

Sfg Wealth Planning

Doylestown, Pennsylvania, United States

Jul 2020 - Nov 2022

Reconciliation Manager

Pharmethod

- Interview and hire potential candidates for reconciliation specialists- Train and manage team of 4-5 reconciliation specialists to ensure monthly deadlines and accuracy- Serve as the main point of contact with clients’ Aggregate Spend and Compliance Department - Promote compliance among all PharMethod clients and departments- Provide company with weekly updates on clients’ financial status and monthly closeout counts- Analyze work process of the Reconciliation department and provide solutions for efficiency- Evaluate current closeout procedures and improve communication among departments

Jan 2019 - Jul 2020

Reconciliation Specialist

Pharmethod

Langhorne

- Managed financial accounts for events hosted by pharmaceutical companies- Resolved potential discrepancies between event receipts and American Express charges- Collaborated with planning department to obtain the necessary documents to close-out programs- Launched a program to streamline communication and increase productivity among planning and reconciliation departments

Mar 2017 - Jan 2019

Administration

Pharmethod

- Provided customer service to pharmaceutical representatives by reviewing close-out requirements- Managed and processed speaker payment and expense reports- Trained two administrative assistants to aide in company transition- Created invoices for all purchase orders in adequate timing - Scheduled and coordinated internal company meetings

May 2015 - Mar 2017

Retail Associate

W W Adcock Inc

Huntingdon Valley, Pa

May 2008 - Aug 2012
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

LD Lori Dredske Lori Dredske Colleague at Savant Wealth ManagementGreater Rockford Area, United States View → DT David Thomason David Thomason Colleague at Savant Wealth ManagementCumming, Georgia, United States View → BG Brad Goodman Brad Goodman Colleague at Savant Wealth ManagementDenver Metropolitan Area, United States View → AM Andrea Morales Casanas Andrea Morales Casanas Colleague at Savant Wealth ManagementTravelers Rest, South Carolina, United States View → CU Cortnee Usmiller Cortnee Usmiller Colleague at Savant Wealth ManagementGreater Rockford Area, United States View → RB Ramey Becker Ramey Becker Colleague at Savant Wealth ManagementDenver Metropolitan Area, United States View → TD Thomas Dicristofaro Thomas Dicristofaro Colleague at Savant Wealth ManagementCharlotte Metro, United States View → ED Embree Deason, Fpqp™ Embree Deason, Fpqp™ Colleague at Savant Wealth ManagementBirmingham, Alabama, United States View → MO Melissa Orlando, Ea Melissa Orlando, Ea Colleague at Savant Wealth ManagementUnited States View → NK Nicholas Katsinis Nicholas Katsinis Colleague at Savant Wealth ManagementGreater Chicago Area, United States View →
3 education records

Tom Schultz, Mba education

Master Of Business Administration - Mba, International Entrepreneurship

Cairn University
FAQ

Frequently asked questions about Tom Schultz, Mba

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

What company does Tom Schultz, Mba work for?

Tom Schultz, Mba works for Savant Wealth Management.

What is Tom Schultz, Mba's role at Savant Wealth Management?

Tom Schultz, Mba is listed as Investment Operations Analyst II at Savant Wealth Management.

What is Tom Schultz, Mba's email address?

AeroLeads has found 1 work email signal at @savantwealth.com for Tom Schultz, Mba at Savant Wealth Management.

Where is Tom Schultz, Mba based?

Tom Schultz, Mba is based in Hatboro, Pennsylvania, United States while working with Savant Wealth Management.

What companies has Tom Schultz, Mba worked for?

Tom Schultz, Mba has worked for Savant Wealth Management, Sfg Wealth Planning, Pharmethod, and W W Adcock Inc.

Who are Tom Schultz, Mba's colleagues at Savant Wealth Management?

Tom Schultz, Mba's colleagues at Savant Wealth Management include Lori Dredske, David Thomason, Brad Goodman, Andrea Morales Casanas, and Cortnee Usmiller.

How can I contact Tom Schultz, Mba?

You can use AeroLeads to view verified contact signals for Tom Schultz, Mba at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Tom Schultz, Mba attend?

Tom Schultz, Mba holds Master Of Business Administration - Mba, International Entrepreneurship from Cairn University.

What skills is Tom Schultz, Mba known for?

Tom Schultz, Mba is listed with skills including Finance, Administration, General Contracting, Retail Sales, Account Reconciliation, Problem Analysis, and Internal Audit.

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