Greg Schmitz Location
- The Colony, TX, US
Greg Schmitz Work
- 2014 -now Founder and President @ Copiam Wealth Management LLC
- 2006 -2014 Senior Advisor, Wealth Management @ Advisory Firm
- 2004 -2006 Executive consultant @ GMS Consulting
- 2003 -2004 Senior Manager @
- 1999 -2003 Senior Project Manager and Acquisition Integration Manager @
- 1997 -1999 Senior Analyst and Programmer (Koch Materials) @
- 1991 -1997 Senior Analyst and Programmer – Restaurant Systems Development @
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 2 emails and 1 mobile phone numbers on RocketReach.
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