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Victor Schultz
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- Investments
- Retirement Planning
- Wealth Management
- Banking
- Estate Planning
- Show all
Bio
Experience
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Prairie Trust, a division of Waukesha State Bank
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Southeastern Wisconsin
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President and Chief Fiduciary Officer
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Dec 2013 - Present
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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.
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BMO Financial Group
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Milwaukee, Wisconsin, United States
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Vice President and Estate Planning Specialist
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Jul 2011 - Nov 2013
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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.
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Vice President and Senior Trust Counsel
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Feb 1997 - Jul 2011
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, Arizon...
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Cook and Franke S.C.
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Milwaukee, Wisconsin, United States
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Attorney and Shareholder
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Jun 1985 - Feb 1997
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Milwaukee, Wisconsin, United States
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Education
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1982 - 1985Marquette University Law School
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1978 - 1982
University of Wisconsin-Madison - School of Business
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1974 - 1978
Hartland Arrowhead High School
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