Monte Schatz
Senior Attorney Lamson Dugan & Murray
- Role
- Senior Attorney at Lamson Dugan & Murray LLP
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Monte Schatz
Results driven individual who balances technical tax, business, estate and trust…
Experience
Senior Attorney
Jun 2022 — Present · Omaha, NE, US
Education
The University of South Dakota
J.D.
1981 — 1984
South Dakota State University
B.S.
1977 — 1981
The University of Tulsa
Masters
2005 — 2006
Skills
- Sales Management
- Finance
- Business Development
- Wealth Management
- Investments
- Commercial Lending
- Wealth
- Tax
- Accounting
- Trust Services
- Financial Analysis
- Tax Law
- Investment Management
- Estate Administration
- Credit
- Strategy
- Trusts
- Banking
- Risk Management
- Team Management
- Strategic Planning
- Securities
- Estate Tax Planning
- Estate Planning
- Public Speaking
- Financial Planners
- Portfolio Management
- Start-Ups
- Loans
- Financial Services
- Leadership
- Management
- Financial Planning
- Executive Management
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