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
- Director of Business Development @ (January 2020 - Present)
- Investment Advisor Representative @ (November 2016 - Present)
- Senior Financial Advisor, Team-Leader @ (July 2015 - November 2016)
- Financial Wealth Advisor @ (July 2013 - March 2015)
- V.P. of Sales and Marketing @ Tool-Temp Inc. of North America (August 2012 - July 2013)
- Investment Executive @ (July 2011 - July 2012)
- Financial Advisor @ (February 2011 - July 2011)
- Independent Financial Advisor @ (June 2010 - February 2011)
- Financial Advisor @ (March 1999 - June 2010)
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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