Thomas Shultz

About Thomas Shultz

Highly-collaborative executive with multiple demonstrated successes, delivering growth agendas with measurable financial and market returns significantly above expectations.• Special proficiency in building motivated multi-disciplinary business and sales teams that deliver high-performance results in a matrixed environment.• Excellent digital, marketing and communication skills, with extensive track record of effective engagement with Boards, industry/financial analysts and senior leaders from sales to development to finance.• Digital business thought leaderSpecialties: Growing and leading teamsSimplifying complicated problems Making processes more efficientInvestingFinancial MarketsTechnologyMarketing.

Experience

1. Managing Partner

   Lyfebeast

   Jun 2017 — Present · Scottsdale, AZ, US

   LyfeBeast is the next generation of Insurance and Financial Services. LyfeBeast exists for those who are willing to learn more, grow more, invest more and go for more… to do what others don’t, so they can live the life others won’t. LyfeBeast exists to be a guide for those who seek to become all they can with all they have been given.For those choosing their better future, to live the life they were meant to live.

Education

• Humboldt State University

  Business Marketing

  1999 — 2001

Skills

• Strategic Planning
• Small Business
• Strategic Communications
• Series 7
• Insurance
• Trust Services
• Coaching
• Financial Planning
• Whole Life
• New Business Development
• Disability Insurance
• Wealth Management
• Long Term Care
• Term Life Insurance
• Change Leadership
• Series 63
• Wealth
• Asset Management
• Executive Mentoring
• Selling
• Health Insurance
• Leadership Development
• Medicare
• Investments
• Insurance Planning
• Retirement Planning
• Long-Term Care
• Annuity
• Consultative Selling
• Annuities
• Succession Planning
• Mutual Funds
• Risk Management
• Sales Management
• Iras
• Team Building
• 401k
• Medicare Supplements
• Business Planning
• Retirement