Audra Schultheis
Manager, Client Integration at Willow Street- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Jackson, US
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Experience
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Willow Street
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United States
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Financial Services
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1 - 100 Employee
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Manager, Client Integration
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Jan 2023 - Present
Jackson, Wyoming, United States Based in Jackson Hole, Wyoming, Willow Street works collaboratively with families and their advisors to provide guidance and administration for custom Wyoming fiduciary structures. Since its founding in 2005, Willow Street has become Wyoming’s premier provider of trustee and trust administration services by providing an unparalleled level of expertise, integrity, and commitment to be there for our clients over multiple generations.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Associate Financial Representative & Assistant to Brendan McDermott, Financial Advisor
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Nov 2013 - Dec 2022
Jackson, WY
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Account Executive
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Apr 2012 - Oct 2013
Jackson, Wyoming
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Investment Operations Senior Specialist
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Dec 2007 - Apr 2012
Milwaukee, WI
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Mutual Fund Accounting Specialist
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Jun 2005 - Dec 2007
Milwaukee, WI
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Senior Accounting Analyst
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Apr 2004 - Jun 2005
Milwaukee, WI
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Accounting Analyst
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Nov 2001 - Apr 2004
Milwaukee, WI
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Fund Accountant
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Dec 2000 - Oct 2001
Milwaukee, WI
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Physical Therapy Aide and Accounting/Billing Specialist
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Mar 1998 - Apr 2000
Jackson, WY
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Education
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Miami University
Bachelor of Science in Accountancy, Accounting
Community
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