Jacqueline Schmidt Email & Phone Number

Financial Advisor @ Cabot Lodge Securities

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Jacqueline Schmidt Location

Northport, NY, US

Jacqueline Schmidt Work

Financial Advisor @ Cabot Lodge Securities
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2012 - 2014 Contact Representative @ Internal Revenue Service
2010 - 2012 Financial Advisor @ Oppenheimer & Co. Inc.
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2008 - 2009 Financial Advisor @ AXA
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2007 - 2008 Financial Advisor @ Merrill Lynch
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2004 - 2005 Financial Advisor @ SAC Capital
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2000 - 2003 Information Technology @ Bank of America
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1993 - 1998 Sales Trading @ Deutsche Bank
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2005 - 2007 Financial Advisor @ A.G. Edwards
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2003 - 2004 Sales Trading @ Citigroup
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Jacqueline Schmidt Education

Queens College
SUNY Oneonta

Jacqueline Schmidt Skills

Series 7
Investments
Wealth Management

Leadership
Financial Analysis
Microsoft Excel
Retirement Planning
Strategic Planning
Series 63
Financial Services

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Jacqueline Schmidt Summary

Jacqueline Schmidt, based in Northport, NY, US, is currently a Financial Advisor at Cabot Lodge Securities. Jacqueline Schmidt brings experience from previous roles at Internal Revenue Service, Oppenheimer & Co. Inc., AXA and Merrill Lynch. Jacqueline Schmidt holds a Queens College. With a robust skill set that includes Series 7, Investments, Wealth Management, Leadership, Financial Analysis and more. Jacqueline Schmidt has 1 mobile phone numbers on RocketReach.

Jacqueline Schmidt Phone Numbers

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Roger Leibowitz

Chief Financial Officer and Senior Vice President at Cabot Lodge Securities

Richmond, VA, US
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Joe Olheiser

Vice President, Financial Advisor at Cabot Lodge Securities

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Daniel McShea

Vice President | Financial Advisor at Cabot Lodge Securities

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Allan McDonell

Vice President Compliance at Cabot Lodge Securities

Mundelein, IL, US
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Linda A. Ventura

Vice President and Branch Manager at Cabot Lodge Securities

Melville, NY, US
1
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Albert Akerman

Executive Vice President and CCO, Managing Principal at Cabot Lodge Securities

Rockville Centre, NY, US
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Peter Gallagher

Private Wealth Manager at Cabot Lodge Securities

New York, NY, US
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Jacqueline Schmidt

Financial Advisor at Cabot Lodge Securities

Northport, NY, US
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Joe Tackitt

Vice President of Compliance at Cabot Lodge Securities

McKinney, TX, US
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Randy Rodriguez

Investment adviser at Cabot Lodge Securities

San Diego, CA, US
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Eric Ruth

Financial Advisor at Cabot Lodge Securities

Detroit, MI, US
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Paul Knier

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Barbara Ivester

Accounting Manager at Cabot Lodge Securities

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2
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