Jim Schmidt Email & Phone Number
Wealth Advisor @ Beacon Bridge Wealth Partners
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Jim Schmidt Location
- Ambler, PA, US
Jim Schmidt Work
- 2015 - now Wealth Advisor @
- 2017 - 2022 Financial Advisor @ Beacon Bridge Wealth Partners, a private wealth advisory practice of Ameriprise
- 2015 - 2022 Investment Manager @ Beacon Bridge Wealth Partners, a private wealth advisory practice of Ameriprise
- 2014 - 2015 Portfolio Manager @
- 2013 - 2014 Investment Research Analyst @
- 2011 - 2013 Relationship Manager and Investment Analyst @ The Centurion Group, LLC
Jim Schmidt Education
- Monmouth University
Master of Business Administration (MBA) (Finance, Hess School of Business)
2010 - 2012 - Seton Hall University
Bachelor of Arts (B.A.) (History)
2004 - 2008
Jim Schmidt Skills
- Manager Selection
- Services
- Customer Service
- Financial Services
- Microsoft Office
- Series 63
- Investments
- Due Diligence
- Portfolio Management
- Asset Allocation
- Investment Advisory
- Investment Management
- Research
- Series 7
Jim Schmidt Summary
- Jim Schmidt, based in Ambler, PA, US, is currently a Wealth Advisor at Beacon Bridge Wealth Partners. Jim Schmidt brings experience from previous roles at Beacon Bridge Wealth Partners, a private wealth advisory practice of Ameriprise , J.P. Morgan and Capital Analysts. Jim Schmidt holds a 2010 - 2012 Master of Business Administration (MBA) in Finance, Hess School of Business @ Monmouth University. With a robust skill set that includes Manager Selection, Services, Customer Service, Financial Services, Microsoft Office and more. Jim Schmidt has 1 emails and 2 mobile phone numbers on RocketReach.
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