Jeff Schmidt Email & Phone Number
Director of Business Development @ Horter Investment Management
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Jeff Schmidt Location
- Cincinnati, OH, US
Jeff Schmidt Work
- 2020 -now Director of Business Development @
- 2016 -now Investment Advisor Representative @
- 2015 -2016 Senior Financial Advisor, Team-Leader @
- 2013 -2015 Financial Wealth Advisor @
- 2012 -2013 V.P. of Sales and Marketing @ Tool-Temp Inc. of North America
- 2011 -2012 Investment Executive @
- 2011 -2011 Financial Advisor @
- 2010 -2011 Independent Financial Advisor @
- 1999 -2010 Financial Advisor @
Jeff Schmidt Education
- Northern Kentucky University
(Marketing)
Jeff Schmidt Skills
- Wealth Management
- Sales
- Succession Planning
- Consulting
- Networking
- Sales Lead Development
- Financial Advisory
- Leadership
- Negotiation
- Multi-generational wealth transfer
- Prospecting New Clients
- Sales Presentations
- Team Building
- Business Networking
- Training
- Collaborative Problem Solving
- Business Strategy
- Communication
- Coaching
- Strategy
- Retirement Planning
- Long-term Care
- Mentoring
- Financial Planning
- Financial Services
- Prospecting Skills
- Legacies
- Marketing
- Project Management
- Investments
- Multi Generational Wealth Transfer
- Microsoft Office
- Long Term Care
- Marketing Strategy
Jeff Schmidt Summary
- Jeff Schmidt, based in Cincinnati, OH, US, is currently a Director of Business Development at Horter Investment Management, LLC. Jeff Schmidt brings experience from previous roles at Horter Investment Management, LLC, Huntington National Bank, First Financial Bank and Tool-Temp Inc. of North America. Jeff Schmidt holds a Northern Kentucky University. With a robust skill set that includes Wealth Management, Sales, Succession Planning, Consulting, Networking and more. Jeff Schmidt has 1 emails and 1 mobile phone numbers on RocketReach.
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