Andrew Schmidt Email & Phone Number
Director of Sales @ Click Capital Markets
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Andrew Schmidt Location
- Texas, United States
Andrew Schmidt Work
- 2025 -now Director of Sales @
- 2025 -now Director of Business Development @
- 2023 -now Vice President of Sales @
- 2021 -2023 Senior Sales Consultant @ Consulting
- 2016 -2021 Sales Executive @
- 2005 -2016 Regional Vice President @
- 2001 -2005 Financial Advisor @
Andrew Schmidt Education
- Bowling Green State University
Bachelor of Liberal Studies
Andrew Schmidt Skills
- Client-focused
- Investment Strategies
- Relationship Building
- Analytics
- Interpersonal Skills
- Separately Managed Accounts
- Managed Accounts
- Subject Indexing
- 63 Licenses
- Strategic Vision
- Customer Satisfaction
- Lead Generation
- Solution Selling
- Customer Experience
- Market Knowledge
- Partner Relationship Management
- Thinking Skills
- Territory Management
- Client Development
- Microsoft Office
- Microsoft Dynamics CRM
- Outside Sales
- Sales Processes
- Sales Presentations
- Client Relations
- Coaching
- Communication
- Strategy
- Leadership
- Sales
- New Business Development
- Account Management
- Strategic Planning
- Business Strategy
- Cold Calling
- Direct Sales
- Portfolio Management
- Wealth Management
- Mutual Funds
- Business Development
- Asset Allocation
- Investments
- Equities
- Fixed Income
- Asset Management
- Series 7
- ETFs
- Fixed Income Strategies
- Retirement
- Series 63
Andrew Schmidt Summary
- Andrew Schmidt, based in Texas, United States, is currently a Director of Sales at Click Capital Markets. Andrew Schmidt brings experience from previous roles at Click Capital Markets, Holbrook Holdings Inc., Consulting and Vanguard. Andrew Schmidt holds a Bachelor of Liberal Studies @ Bowling Green State University. With a robust skill set that includes Client-focused, Investment Strategies, Relationship Building, Analytics, Interpersonal Skills and more. Andrew Schmidt has 2 emails and 3 mobile phone numbers on RocketReach.
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Andrew Schmidt
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