John Schmick Email & Phone Number
Agent, Owner @ State Farm
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John Schmick Location
- Edmonds, WA, US
John Schmick Work
- 2022 -now Agent, Owner @
- 2022 -2022 Director Of Business Development, Financial Advisor @
- 2019 -2021 Financial Advisor @
- 2018 -2019 Financial Advisor, President's Council @
- 1999 -2017 Consultant, Project Manager, Analyst, Business Consulting @ JP Schmick Company
- 2016 -2017 Vice President of Business Development @
- 2015 -2016 Regional Director @
- 2014 -2015 Vice President--National Director of Sales @ Strategic Capital Alternatives LLC
- 2009 -2014 CEO, Founder @ JP Schmick Company
- 2012 -2014 Managing Partner, Distribution and Marketing @ Monea Investments, LLC (formerly known as Madison Park Capital Partners, LLC)
- 2011 -2011 Regional Director--Pacific Northwest @
- 2010 -2011 Wealth Manager @ Triad Wealth Stewardship LLC
- 2001 -2008 Regional Director, National Rainmaker @
- 2000 -2001 Client Executive @
- 1998 -1998 Vice President, Operations and Compliance @
- 1996 -1998 Manager, Compliance @ Frank Russell Company
- 1988 -1996 Relationship Manager, Assistant Secretary, Senior Staff Accountant @ Frank Russell Company
- 1986 -1988 Analyst, Senior Analyst @ Frank Russell Company
- 1977 -1980 Soldier @
John Schmick Education
- University of Wales Trinity Saint David
Master of Business Administration - MBA (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2021-2024 - Institute of Business & Finance
Certificate in Estate Planning (Estate Planning)
2010-2012 - Cornell University
Graduate Studies, Financial Analysis (Financial Analysis)
2009-2010 - University of Washington
(Economics)
1983-1985 - Highline Community College
Associate of Arts and Sciences (A.A.S.) (Liberal Studies)
1981-1982
John Schmick Skills
- Asset Allocation
- Customer Relations
- Public Speaking
- Consultative Selling
- Employee Relations
- Relationship Management
- Management
- Sales Presentations
- Practice Management
- Investments
- Wealth Management
- Mutual Funds
- Series 7
- Asset Managment
- Alternative Investments
- Investment Advisory
- Portfolio Management
- Investment Management
- Investment Strategies
- Strategic Financial Planning
- Equities
- Series 63
- Financial Advisory
- Retirement Planning
- Financial Analysis
- Securities
- Estate Planning
- Hedge Funds
- Leadership
- Asset Management
- Finance
- ETFs
- Valuation
- FINRA
- Risk Management
- Trading
- Financial Planning
- Financial Services
- Business Development
- Sales
- Strategic Planning
- Consulting
- Marketing
- Strategy
- Business Planning
- Program Management
- Banking
John Schmick Summary
- John Schmick, based in Edmonds, WA, US, is currently a Agent, Owner at State Farm. John Schmick brings experience from previous roles at Deschutes Investment Consulting LLC, Rice Financial Group, Prudential Financial and JP Schmick Company. John Schmick holds a 2021 - 2024 Master of Business Administration - MBA in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ University of Wales Trinity Saint David. With a robust skill set that includes Asset Allocation, Customer Relations, Public Speaking, Consultative Selling, Employee Relations and more. John Schmick has 2 emails and 2 mobile phone numbers on RocketReach.
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John Schmick
Agent, Owner
Edmonds, WA, US
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