Colton Schmidt Email & Phone Number
Wealth and Estate Planner @ Three60 Wealth & Estate Solutions Inc.
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Colton Schmidt Location
- Calgary, AB, CA
Colton Schmidt Work
- 2025 - now Wealth and Estate Planner @
- 2024 - 2025 Senior Financial Planner at MD Management Limited @
- 2022 - 2024 Senior Financial Consultant, MD Management Limited @
- 2016 - 2022 Financial Consultant, MD Management Limited @
- 2016 - 2016 Client Assistant, MD Management Limited @
- 2014 - 2016 Financial Service Representative @
- 2013 - 2014 Customer Service Representative @
- 2006 - 2013 Greens Keeper @ Fox Hollow Golf Course
Colton Schmidt Education
- The University of British Columbia / UBC 2012 - 2013
- The University of Lethbridge 2008 - 2012
Colton Schmidt Skills
- Microsoft Office
- Time Management
- Teamwork
- Finance
- PowerPoint
- Organization
- Stocks
- Personal Budgeting
- Online Research
- Sales
- Leadership
- Fundraising
- Data Entry
- Critical Thinking
- Budgets
- Microsoft Excel
- Event Planning
- Debt Management
- Microsoft PowerPoint
- Business Analysis
- Financial Analysis
Colton Schmidt Summary
- Colton Schmidt, based in Calgary, AB, CA, is currently a Wealth and Estate Planner at Three60 Wealth & Family Office. Colton Schmidt brings experience from previous roles at MD Financial Management | Gestion financière MD. Colton Schmidt holds a 2012 - 2013 The University of British Columbia / UBC. With a robust skill set that includes Microsoft Office, Time Management, Teamwork, Finance, PowerPoint and more. Colton Schmidt has 2 emails on RocketReach.
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