Timothy Schmidt Location
Boston, MA, US
Timothy Schmidt Work
- 2023 - now Regional Vice President @ Mercer Advisors
- 2021 - 2023 Senior Vice President @ Wainwright Investment Counsel, LLC
- 2015 - 2021 Branch Manager and Sr. Financial Consultant @ TD Ameritrade
- 2010 - 2015 Managing Partner @ Villeo Capital LLC
- 2007 - 2009 Vice President @ Capstone Headwaters
- 2005 - 2007 Business Development Officer @ Trudeau & Trudeau Associates, Inc.
- 2003 - 2005 Director Business Development @ Boston Financial Management, LLC (formerly Emerson Investment Management)
- 1993 - 2003 Vice President, Investor Education Manager and Branch Manager @ Charles Schwab
Timothy Schmidt Education
- Harvard Extension School
Master of Liberal Arts in Management (Finance)
2007 - 2009 - Harvard Extension School
Bachelor of Liberal Arts in Extension Studies cum laude (Social Sciences)
2000 - 2003 - Harvard University
Timothy Schmidt Skills
- Leadership
- Team Building
- Mergers
- Business
- Corporate Finance
- Executive Management
- Valuation
- Sales
- Start Ups
- Portfolio Management
Timothy Schmidt Summary
Timothy Schmidt, based in Boston, MA, US, is currently a Regional Vice President at Mercer Advisors. Timothy Schmidt brings experience from previous roles at Wainwright Investment Counsel, LLC, TD Ameritrade, Villeo Capital LLC and Capstone Partners. Timothy Schmidt holds a 2007 - 2009 Master of Liberal Arts in Management in Finance @ Harvard Extension School. With a robust skill set that includes Leadership, Team Building, Mergers, Business, Corporate Finance and more. Timothy Schmidt has 4 emails and 1 mobile phone numbers on RocketReach.
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Others Named Timothy Schmidt
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Timothy Schmidt
Regional Vice President at Mercer Advisors
Boston, MA, US44
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