Paul Schmidt Email & Phone Number
Vice President, Investment Performance Analysis @ State Street
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Paul Schmidt Location
- Texas, United States
Paul Schmidt Work
- 2025 -now Vice President, Investment Performance Analysis @
- 2024 -2025 Director of Client Engagement - thinkFolio and EDM @
- 2022 -2024 Senior Vice President, Lead Consultant, Global Risk Solutions within Data and Analytics Solutions @
- 2012 -2022 Vice President, Relationship Manager, Asset Servicing @
- 2005 -2012 Vice President, Manager, Consulting @
- 2003 -2005 Manager, Client Services @
- 1998 -2003 Senior Client Relationship Manager @
- 1993 -1998 Senior Investment Analyst, Trusts and Investments @
Paul Schmidt Education
- Texas Christian University
Bachelor of Business Administration - BBA (Finance)
- University of North Texas
Master of Business Administration - MBA (Investments)
Paul Schmidt Skills
- Leadership
- Investments
- Business Relationship Management
- Analytical Skills
- Customer Relationship Management (CRM)
- Asset Allocation
- Equities
- Financial Services
- Fixed Income
- Mutual Funds
- Portfolio Management
- Securities
- Asset Management
- Hedge Funds
- Risk Management
- Alternative Investments
- Banking
- Asset Managment
- Financial Analysis
- Trading
- Capital Markets
- Investment Strategies
- 401(k) Retirement Savings Plans
- Business Development
- Sales
- Strategic Planning
- Account Management
- Pension Funds
- Financial Planning
- Management Reporting
- Sales Presentations
- Series 7
- Bloomberg
- Microsoft Office
- Salesforce.com
- Management
- Client Services
- Team Building
- Customer Service
- Contract Negotiation
- Cross-functional Team Leadership
- Problem Solving
- Key Account Relationship Building
- WebEx
- Defined Benefit
- Performance Attribution
- ESG
- Data Analytics
- Value at Risk (VAR)
- Financial Technology
Paul Schmidt Summary
- Paul Schmidt, based in Texas, United States, is currently a Vice President, Investment Performance Analysis at State Street. Paul Schmidt brings experience from previous roles at S&P Global and BNY Mellon. Paul Schmidt holds a Bachelor of Business Administration - BBA in Finance @ Texas Christian University. With a robust skill set that includes Leadership, Investments, Business Relationship Management, Analytical Skills, Customer Relationship Management (CRM) and more. Paul Schmidt has 4 emails and 1 mobile phone numbers on RocketReach.
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