Profile
Ms. Sandy Shultz is a Director of Operations at Winch Advisory Services LLC.
She relishes her multiple-level jobs and is licensed in life, accident and health insurance.
Her appreciation for thorough research and analysis makes her a key member of the investment team.
She graduated from Northern Illinois University in 2002 with a Journalism degree.
Sandy Shultz active positions
| Companies | Position | Start |
|---|---|---|
Winch Advisory Services LLC
 Winch Advisory Services LLC Investment ManagersFinance Winch Advisory Services LLC, do-business-as Winch Financial, is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Christina Winch in 1998. Winch Financial provides discretionary advisory services to individuals, high net-worth individuals, investment companies (which include mutual funds), pension and profit sharing plans (other than plan participants), other pooled investment vehicles, and charitable organizations. | Analyst-Equity | 2003-12-31 |
Training of Sandy Shultz
| Northern Illinois University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Winch Advisory Services LLC
Winch Advisory Services LLC Investment ManagersFinance Winch Advisory Services LLC, do-business-as Winch Financial, is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Christina Winch in 1998. Winch Financial provides discretionary advisory services to individuals, high net-worth individuals, investment companies (which include mutual funds), pension and profit sharing plans (other than plan participants), other pooled investment vehicles, and charitable organizations. | Finance |
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- Sandy Shultz
