Charlie Schmidt's Location
Boston, MA, US
Charlie Schmidt's Work
- Special Counsel @ Eversheds Sutherland
- Chief Compliance Officer and General Counsel @ Wellesley Asset Management
- Chief Sec Compliance Officer @ Loring, Wolcott & Coolidge Trust, LLC
- Compliance Associate @ Loring, Wolcott & Coolidge Trust, LLC
- Vice President, Manager of Risk Monitoring and Reporting - Treasury and Balance Sheet Strategies @ Citizens Financial Group, Inc.
- Assistant Vice President, Compliance Manager - Global Wealth and Investment Management @ Bank of America
- Assistant Vice President, Client Manager - Premier Banking and Investments @ Bank of America
- Investment Representative @ Fleet Bank
- Paralegal @ Sutherland
Charlie Schmidt's Education
- Suffolk University
Doctor of Jurisprudence
2008 - 2012 - The Johns Hopkins University
Bachelor of Arts
1996 - 2000
Charlie Schmidt's Skills
- Cumplimiento De Metas
- Anti Money Laundering
- Retirement Planning
- OFAC
- Investment Advisor Compliance
Charlie Schmidt's Summary
Charlie Schmidt, based in Boston, MA, US, is currently a Special Counsel at Eversheds Sutherland, bringing experience from previous roles at Wellesley Asset Management, Loring, Wolcott & Coolidge Trust, LLC and Citizens Financial Group, Inc.. Charlie Schmidt holds a 2008 - 2012 Doctor of Jurisprudence @ Suffolk University. With a robust skill set that includes Cumplimiento De Metas, Anti Money Laundering, Retirement Planning, OFAC, Investment Advisor Compliance and more, Charlie Schmidt contributes valuable insights to the industry. Charlie Schmidt has 3 emails on RocketReach.
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