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@waukeshabank.com
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1 phone found area 262
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Victor Schultz is listed as President and Chief Fiduciary Officer at Prairie Trust, a division of Waukesha State Bank at Prairie Trust, a division of Waukesha State Bank, based in Brookfield, Wisconsin, United States. AeroLeads shows a work email signal at waukeshabank.com, phone signal with area code 262, and a matched LinkedIn profile for Victor Schultz.
Victor Schultz previously worked as President and Chief Fiduciary Officer at Prairie Trust, A Division Of Waukesha State Bank and Vice President and Estate Planning Specialist at Bmo Financial Group. Victor Schultz holds Doctor Of Law (J.D.) from Marquette University Law School.
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I am President and Chief Fiduciary Officer of Prairie Trust, a division of Waukesha State Bank. Our wealth management team offers personal trust, qualified retirement plan, private banking and investment management services. We are especially distinguished in providing special needs trust administration, working with outside investment advisers to provide directed and delegated trust services and handling complex estate administration matters.Prior to joining Prairie Trust, I worked with BMO Private Bank as its U.S. estate planning specialist and with its predecessor organization, Marshall and Ilsley Trust Company, as manager of its personal trust legal department. My experience covers personal trust, fiduciary litigation, estate settlement, not-for-profit services, IRAs and other retirement plans.I have been one of the leaders in modernizing and rewriting Wisconsin’s laws on trust, including the Wisconsin Trust Code, Wisconsin Principal and Income Act and the Wisconsin Prudent Investor Act. I have served as co-chair of the study group that drafted and enacted the Wisconsin Trust Code in December of 2013. The study group is now working on the trailer bill that will further refine and improve Wisconsin’s trust laws. I am a leading advocate for corporate trustee business in Wisconsin and serve as a director of the Wisconsin Bankers Association Trust Banking Section and WBA Government Relations Committee. I also serve on the boards of the Waukesha County Community Foundation, the Waukesha County Business Alliance, the Ellinger Foundation, the Children’s Hospital Planned Giving Council, the Wispact Attorney Advisory Council and the Life Navigators Trust Committee.
Listed skills include Investments, Retirement Planning, Wealth Management, Banking, and 19 others.
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Southeastern Wisconsin
Oversee all day-to-day management of Prairie Trust and Waukesha State Bank wealth management, including personal trust services, retirement plan services, private banking, investment management and operations.
Milwaukee, Wisconsin, United States
Reviewed estate plans and made planning recommendations for high net worth customers of BMO throughout the United States. Gave presentations on selection of domicile for retirees.
Initially served as employee benefits counsel and shifted to personal trust counsel in 2000. At the time M&I was acquired by BMO, I was managing the personal trust legal department and the estate settlement group. Worked with offices located in 8 states, including Wisconsin, Florida, Arizona, Minnesota, Illinois, Indiana, Kansas and Missouri.
Milwaukee, Wisconsin, United States
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Victor Schultz works for Prairie Trust, a division of Waukesha State Bank.
Victor Schultz is listed as President and Chief Fiduciary Officer at Prairie Trust, a division of Waukesha State Bank at Prairie Trust, a division of Waukesha State Bank.
AeroLeads has found 1 work email signal at @waukeshabank.com for Victor Schultz at Prairie Trust, a division of Waukesha State Bank.
AeroLeads has found 1 phone signal(s) with area code 262 for Victor Schultz at Prairie Trust, a division of Waukesha State Bank.
Victor Schultz is based in Brookfield, Wisconsin, United States while working with Prairie Trust, a division of Waukesha State Bank.
Victor Schultz has worked for Prairie Trust, A Division Of Waukesha State Bank, Bmo Financial Group, Marshall & Ilsley Trust Company, and Cook And Franke S.C..
You can use AeroLeads to view verified contact signals for Victor Schultz at Prairie Trust, a division of Waukesha State Bank, including work email, phone, and LinkedIn data when available.
Victor Schultz holds Doctor Of Law (J.D.) from Marquette University Law School.
Victor Schultz is listed with skills including Investments, Retirement Planning, Wealth Management, Banking, Estate Planning, Financial Services, High Net Worth Individuals, and Financial Planning.
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