Alexander Schmitz's Location
San Francisco, CA, US
Alexander Schmitz's Work
- Managing Partner @ One Wealth Advisors
- Financial Advisor @ J.P. Morgan
- Sales Associate @ The Savoir Club - Executive Knowledge Sharing
- Analyst @ Schmitz & Associates, Inc.
- Intern @ Morgan Stanley
Alexander Schmitz's Education
- University of Colorado Boulder - Leeds School of Business
Finance (Business)
- NYU School of Professional Studies
Certified Financial Planning Program (Investments | Retirement Planning | Estate Planning | Income Tax Planning | Insurance)
- The Branson School
H.S. Diploma (Various)
Alexander Schmitz's Skills
- Certified Financial Planner
- Series 7
- Series 63
- Series 65
- Bloomberg
- Wealth Management
- Mutual Funds
- Portfolio Management
- Holistic Financial Planning
- Strategic Financial Planning
Alexander Schmitz's Summary
Alexander Schmitz, based in San Francisco, CA, US, is currently a Managing Partner at One Wealth Advisors, bringing experience from previous roles at J.P. Morgan, Bear Stearns & Co., Schmitz & Associates and Morgan Stanley. Alexander Schmitz holds a Finance in Business @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Certified Financial Planner, Series 7, Series 63, Series 65, Bloomberg and more, Alexander Schmitz contributes valuable insights to the industry. Alexander Schmitz has 3 emails and 2 mobile phone numbers on RocketReach.
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