Wade Schmidt Email & Phone Number
Director, Relationship Management @ Compass Financial Partners
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Wade Schmidt Location
- Matthews, NC, US
Wade Schmidt Work
- 2025 -now Director, Relationship Management @
- 2025 -2025 Internal Wholesaler @
- 2022 -2024 Internal Sales Manager @
- 2019 -2022 Senior Relationship Manager - Financial Advisor @
- 2018 -2019 Financial Advisor @
- 2016 -2018 Retirement Sales Consultant @
- 2012 -2016 Internal Sales Consultant @
- 2010 -2012 Manager, Participant Service Center @
- 2008 -2010 Customer Service Specialist @
Wade Schmidt Education
- Nebraska Wesleyan University 2003-2007
Wade Schmidt Skills
- Qualified Retirement Plans
- Consultative Selling
- Sales Operations
- Investment Strategies
- Business Development
- Investments
- 401k
- Asset Allocation
- Financial Services
- Retirement Planning
- Equities
- Sales
- Mutual Funds
- Asset Managment
Wade Schmidt Summary
- Wade Schmidt, based in Matthews, NC, US, is currently a Director, Relationship Management at Compass Financial Partners | Marsh McLennan Agency. Wade Schmidt brings experience from previous roles at Voya Financial, OneAmerica, Blackbridge Financial and Edward Jones. Wade Schmidt holds a 2003 - 2007 Nebraska Wesleyan University. With a robust skill set that includes Qualified Retirement Plans, Consultative Selling, Sales Operations, Investment Strategies, Business Development and more. Wade Schmidt has 1 emails and 4 mobile phone numbers on RocketReach.
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