Barbara Schmidt Location
New York, NY, US
Barbara Schmidt Work
- 2017 - now Operations Manager @ American Business
- 2011 - 2017 Executive Assistant to the President @ American Business
- 2011 - 2011 ParaPlanner @ Family Wealth Management Group, LLC
- 2007 - 2009 Financial Planning Case Manager @ Siller & Cohen (Lincoln Financial Advisors)
- 2000 - 2007 Financial Planning Case Manager @ Lincoln Financial Network
- 1996 - 2000 LAN Administrator @ Lincoln Financial Network
Barbara Schmidt Education
- PennWest Edinboro
Bachelors of Art (Psychology)
- Computer Tech
Associates (Computer Information Management)
Barbara Schmidt Skills
- Insurance
- Retirement
- Financial Advisory
- Strategic Financial Planning
- Wealth Management
- Life Insurance
- Asset Allocation
- Microsoft Excel
- PowerPoint
- Events Coordination
Barbara Schmidt Summary
Barbara Schmidt, based in New York, NY, US, is currently a Operations Manager at American Business. Barbara Schmidt brings experience from previous roles at American Business, Family Wealth Management Group, LLC, Siller & Cohen (Lincoln Financial Advisors) and Lincoln Financial Advisors. Barbara Schmidt holds a Bachelors of Art in Psychology @ PennWest Edinboro. With a robust skill set that includes Insurance, Retirement, Financial Advisory, Strategic Financial Planning, Wealth Management and more. Barbara Schmidt has 2 emails and 1 mobile phone numbers on RocketReach.
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Top American Business Employees
-
Bruce Mesner
President at American Business
Boca Raton, FL, US35+ -
Sandy Robbins
EXEC VP at American Business
Great Neck, NY, US55+ -
Charlene Wynn
Controller at American Business
Wappingers Falls, NY, US25+ -
Zach Siegel
Insurance Strategist at American Business
Santa Barbara, CA, US12 -
Alan Grad
Owner at American Business
Manhasset, NY, US25+ -
Bob Barclay
Director at American Business
Boca Raton, FL, US13 -
24
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15+
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Jennifer Escoto
Executive Assistant at American Business
Santa Barbara, CA, US15+ -
Melissa Kaplan
Insurance Planning Specialist at American Business
West Palm Beach, FL, US25+ -
Irene Norton
Insurance and Financial Advisor at American Business
Millwood, NY, US15 -
Philip Kaplan
Director, Private Client Group at American Business
Great Neck, NY, US1 -
Laurie Dunham
Associate Case Manager at American Business
Newark, NJ, US13 -
Josh Siegel
Insurance Case Analyst at American Business
Albuquerque, NM, US12
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