William Schultz
About William Schultz
William Schultz is a Client Success Lead at AdvisorEngine, with a strong background in client onboarding and employee training. He has over 20 years of experience in various roles, including leadership positions in the United States Marine Corps and in the financial services sector.
Current Role at AdvisorEngine
William Schultz serves as the Client Success Lead at AdvisorEngine, a position he has held since 2021. In this role, he focuses on enhancing client experiences and ensuring successful onboarding processes. His expertise in problem resolution and implementation is vital for the firm's operations. Schultz's work contributes to the overall effectiveness of the client success team, which aims to support financial advisory firms in utilizing SaaS wealth management technology.
Previous Experience at Brand Ambassador
Before joining AdvisorEngine, Schultz worked as a contractor at Brand Ambassador from 2005 to 2013. During his eight years there, he gained valuable experience in client relations and operational support. This role helped him develop skills that would later be beneficial in his career, particularly in client success and management.
Education and Expertise
William Schultz has a diverse educational background. He earned an Associate's degree in Criminal Justice from McHenry County College between 2003 and 2005. He then pursued a Bachelor of Science in Law Enforcement Justice Administration at Western Illinois University from 2005 to 2007. Schultz further advanced his education by obtaining a Master's degree in Adult and Continuing Education and Teaching from Central Michigan University, completing his studies in 2021.
Leadership and Training Accomplishments
Throughout his career, Schultz has demonstrated strong leadership capabilities, managing upwards of 100 staff members. He has developed training programs and curricula tailored for financial advisory firms, successfully training over 800 employees. His commitment to employee development is evident in his approach to training, focusing on the specific needs of the industry.
Military Service and Ethical Standards
William Schultz served in the United States Marine Corps as a Military Police officer from 1997 to 2005. This experience instilled a strong commitment to high ethical and professional standards, which he carries into his civilian roles. His military background contributes to his leadership style and approach to problem resolution in client-facing positions.