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Barbara Schmidt Location
New York, NY, US
Barbara Schmidt Work
Operations Manager @ (July 2017 - Present)
Executive Assistant to the President @ (November 2011 - July 2017)
ParaPlanner @ Family Wealth Management Group, LLC (March 2011 - November 2011)
Financial Planning Case Manager @ Siller & Cohen (Lincoln Financial Advisors) (June 2007 - November 2009)
Financial Planning Case Manager @ (October 2000 - June 2007)
LAN Administrator @ (August 1996 - October 2000)
Barbara Schmidt Education
PennWest Edinboro
Bachelors of Art (Alpha Sigma Tau)
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
Reporting & Analysis
Reporting And Analysis
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 Alpha Sigma Tau @ 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 2 mobile phone numbers on RocketReach.
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