Meet Scott

Scott Schulenburg

Scott Schulenburg

Senior Vice President
Director of Transfer Agency
UMB Fund Services
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Scott oversees the Investor Services & Transfer Agency functions for UMB Fund Services.

Previous Experience

Scott previously served the Company in the roles of Client Relations Manager, Global Relationship Manager, and Vice President / Head of Client Servicing & Operations. Before joining UMB Fund Services in 2005, he served as a relationship manager and director of business development with a national broker-dealer.

Professional Memberships

ICI Transfer Agency Advisory Committee
DTCC AIP Executive Advisory Board
NICSA Midwest Regional Committee

Licenses

Series 7 – General Securities Registered Representative
Series 24 - General Securities Principal
Series 63 - Uniform Securities Agent

Education

Scott earned a bachelor’s degree in economics from the University of Minnesota and an MBA from the University of Phoenix.