Greg Schmitz Email & Phone Number
Founder and President
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Greg Schmitz Location
- The Colony, TX, US
Greg Schmitz Work
- Founder and President @ Copiam Wealth Management LLC (September 2014 - Present)
- Senior Advisor, Wealth Management @ Advisory Firm (March 2006 - September 2014)
- Executive consultant @ GMS Consulting (January 2004 - January 2006)
- Senior Manager @ (January 2003 - January 2004)
- Senior Project Manager and Acquisition Integration Manager @ (January 1999 - January 2003)
- Senior Analyst and Programmer (Koch Materials) @ (January 1997 - January 1999)
- Senior Analyst and Programmer – Restaurant Systems Development @ (January 1991 - January 1997)
Greg Schmitz Education
- Oklahoma State University 1984-1990
Greg Schmitz Skills
- Financial Services
- Business Analysis
- Portfolio Management
- Wealth Management
- Insurance
- Investments
- Retirement
- Strategic Financial Planning
- Wealth
- Program Management
- Business Development
- Leadership Development
- Risk Management
- Strategic Planning
- Management
Greg Schmitz Summary
- Greg Schmitz, based in The Colony, TX, US, is currently a Founder and President at Copiam Wealth Management LLC. Greg Schmitz brings experience from previous roles at Advisory Firm, GMS Consulting, Intuit and AT&T Wireless. Greg Schmitz holds a 1984 - 1990 Oklahoma State University. With a robust skill set that includes Financial Services, Business Analysis, Portfolio Management, Wealth Management, Insurance and more. Greg Schmitz has 1 emails and 2 mobile phone numbers on RocketReach.
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