Client Delivery Manager- Sell Side @ (January 2015 - June 2017)
Business Analyst- CRM Consultant @ (July 2013 - January 2015)
Brian Schmalz Education
Stevens Institute of Technology
Buisness and Technology (Business, Marketing)
2009-2013
Brian Schmalz Skills
Account Management
Analysis
Asset Management
Business Analysis
Business Development
Business Planning
C-Level Relationships
Client Relations
Coaching
Consultative Selling
Customer Relationship Management (CRM)
Customer Service
Economics
Electronic Trading
Equities
Facebook
Finance
Financial Advisory
Financial Analysis
Fixed Annuities
Health Insurance
Insurance
Investments
Leadership
Life Insurance
Management
Market Research
Marketing
Marketing Strategy
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
Negotiation
New Business Development
Outlook
Portfolio Management
PowerPoint
Project Management
Public Speaking
Retirement Planning
Risk Management
Sales
Sales Management
Salesforce Sales Cloud
Salesforce.com
Social Media
Social Networking
Solution Selling
Strategic Financial Planning
Strategic Planning
Team Leadership
Territory Planning
Time Management
Vendor Management
Wealth Management
Estate Planning
Team Building
Event Planning
Real Estate
Investment Properties
Disability Insurance
Strategic Financial
Customer Relationship Management Crm
Customer Relationship Management
Brian Schmalz Summary
Brian Schmalz, based in New York, NY, US, is currently a Head of Sales at Predoc. Brian Schmalz brings experience from previous roles at Predoc, Salesforce and Ribbon Health. Brian Schmalz holds a 2009 - 2013 Buisness and Technology in Business, Marketing @ Stevens Institute of Technology. With a robust skill set that includes Account Management, Analysis, Asset Management, Business Analysis, Business Development and more. Brian Schmalz has 2 emails and 2 mobile phone numbers on RocketReach.
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