Your Team

Leeann L. Schultz
Director, Operations

Leeann's responsibilities include overseeing client onboarding and relations while also managing the firm’s business operations. She has over 20 years of experience in the finance industry.

Prior to joining Aurum Wealth Management Group LLC, she spent 12 years at a real estate firm as its operations manager.

Education and Certifications

  • John Carroll University

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