Kristen Schmidt Email & Phone Number
Founder |Tech Strategist and Consultant @ RIA Oasis
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Kristen Schmidt Location
- Milwaukee, WI, US
Kristen Schmidt Work
- Founder |Tech Strategist and Consultant @ (November 2017 - Present)
- Fidelity Operations Summit Conference Speaker @ (August 2017 - Present)
- Independent Consultant @ (December 2017 - July 2018)
- Business Solutions Strategist @ (August 2015 - October 2017)
- Implementation Project Manager @ Interactive Advisory Software (September 2014 - August 2015)
- Operations Manager and Office Manager @ (January 2005 - January 2014)
Kristen Schmidt Education
- Winona State University
Business/Early Childhood Education
Kristen Schmidt Skills
- Strategic Leadership
- Systems Implementation
- Project Management
- Process Improvement
- Operations Management
- Establishing Processes
- Solution Implementation
- Investment Advisory
- Team Management
- System Administration
- Office Administration
- Office Management
- Financial Services
- Fiduciary Management
- Business Strategy
- CRM
- Management
- Asset Management
- Leadership
- Wealth Management
- Training
- Strategy
- Integration
- Relationship Management
- Business Development
- Portfolio Management
- Customer Relationship Management (CRM)
- Social Media
- Public Speaking
- Business Analysis
- Strategic Planning
- Entrepreneurship
- Customer Relationship Management Crm
- Customer Relationship Management
Kristen Schmidt Summary
- Kristen Schmidt, based in Milwaukee, WI, US, is currently a Founder |Tech Strategist and Consultant at RIA Oasis. Kristen Schmidt brings experience from previous roles at Fidelity Investments, United Capital Financial Advisers, LLC, My Virtual COO and Interactive Advisory Software. Kristen Schmidt holds a Business/Early Childhood Education @ Winona State University. With a robust skill set that includes Strategic Leadership, Systems Implementation, Project Management, Process Improvement, Operations Management and more. Kristen Schmidt has 1 emails and 2 mobile phone numbers on RocketReach.
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