Vice President Of Sales
Current
Mar 2023 - Present
AeroLeads people directory · profile
Andrew Schmidt Email & Phone Number
Senior Sales Consultant | CIMA® | Wealth Management | Leadership
at
Holbrook Holdings Inc.
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Senior Sales Consultant | CIMA® | Wealth Management | Leadership
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Andrew Schmidt? Overview
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Quick answer
Andrew Schmidt is listed as Senior Sales Consultant | CIMA® | Wealth Management | Leadership at Holbrook Holdings Inc., a company with 3 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Andrew Schmidt.
Andrew Schmidt previously worked as Vice President of Sales at Holbrook Holdings Inc. and Senior Sales Consultant at Consulting. Andrew Schmidt holds Bachelor Of Liberal Studies from Bowling Green State University.
Company email context
Email format at Holbrook Holdings Inc.
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Holbrook Holdings Inc.
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Profile bio
About Andrew Schmidt
A sales professional known for building and maintaining client relationships and delivering consistently strong sales results. I have demonstrated success in providing innovative solutions to the complex challenges in today’s rapidly changing financial services industry. My friends, colleagues and business partners say I am a strategic partner and authentic sales leader known for integrity, interpersonal skills and communication that result in productive business relationships, executing effective plans for improving financial results, through keen business insight. CORE COMPENTENCIES INCLUDE:✦ Sales Leadership✦ Territory Management ✦ CRM Implementation ✦ Consultative Sales Portfolio Construction✦ Data Analytics✦ Prospecting Techniques ✦ CollaborativeOpen to discuss opportunities, please contact me at andrewschmidt@icloud.com
Current workplace
Andrew Schmidt's current company
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Holbrook Holdings Inc.
5 roles · 25 years
Andrew Schmidt work experience
A career timeline built from the work history available for this profile.
Senior Sales Consultant
Consulting
2021 - Mar 2023
Sales Executive
Sales executive representing Vanguard to financial advisors working with national broker dealer firms.
2016 - 2021
~5 yrs
Regional Vice President
Consultative sales executive who has developed relationships with individuals and teams in the wealth management industry to provide education and solutions regarding the rapidly growing exchange traded fund industry.
2005 - 2016
~11 yrs
Financial Advisor
Member of team which managed assets, primarily for individuals, in excess of $1mm.Built exchange traded fund portfolios for clients as well as helped clients with long term financial planning goals including insurance needs, retirement and college planning.
2001 - 2005
~4 yrs
Team & coworkers
Colleagues at Holbrook Holdings Inc.
Other employees you can reach at holbrookholdings.com. View company contacts for 3 employees →
DM
Davis Moore
Colleague at Holbrook Holdings Inc.
Dallas, Texas, United States, United States
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BS
Brennan Stapleton
Colleague at Holbrook Holdings Inc.
Dallas, Texas, United States, United States
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ES
Eric Strom
Colleague at Holbrook Holdings Inc.
Portland, Oregon, United States, United States
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DM
Dan Merrill
Colleague at Holbrook Holdings Inc.
Bahama, North Carolina, United States, United States
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KC
Kevin Clausen
Colleague at Holbrook Holdings Inc.
Portland, Oregon, United States, United States
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BZ
Brian Zeck
Colleague at Holbrook Holdings Inc.
Dallas, Texas, United States, United States
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Davis Moore
Colleague at Holbrook Holdings Inc.
Dallas, Texas, United States, United States
View →
BS
Brennan Stapleton
Colleague at Holbrook Holdings Inc.
Dallas, Texas, United States, United States
View →
ES
Eric Strom
Colleague at Holbrook Holdings Inc.
Portland, Oregon, United States, United States
View →
DM
Dan Merrill
Colleague at Holbrook Holdings Inc.
Bahama, North Carolina, United States, United States
View →
KC
Kevin Clausen
Colleague at Holbrook Holdings Inc.
Portland, Oregon, United States, United States
View →
BZ
Brian Zeck
Colleague at Holbrook Holdings Inc.
Dallas, Texas, United States, United States
View →
1 education record
Andrew Schmidt education
FAQ
Frequently asked questions about Andrew Schmidt
Quick answers generated from the profile data available on this page.
What company does Andrew Schmidt work for?
Andrew Schmidt works for Holbrook Holdings Inc..
What is Andrew Schmidt's role at Holbrook Holdings Inc.?
Andrew Schmidt is listed as Senior Sales Consultant | CIMA® | Wealth Management | Leadership at Holbrook Holdings Inc..
Where is Andrew Schmidt based?
Andrew Schmidt is based in Dallas-Fort Worth Metroplex, United States, United States while working with Holbrook Holdings Inc..
What companies has Andrew Schmidt worked for?
Andrew Schmidt has worked for Holbrook Holdings Inc., Consulting, Vanguard, Invesco Powershares, and Morgan Stanley.
Who are Andrew Schmidt's colleagues at Holbrook Holdings Inc.?
Andrew Schmidt's colleagues at Holbrook Holdings Inc. include Davis Moore, Brennan Stapleton, Eric Strom, Dan Merrill, and Kevin Clausen.
How can I contact Andrew Schmidt?
You can use AeroLeads to view verified contact signals for Andrew Schmidt at Holbrook Holdings Inc., including work email, phone, and LinkedIn data when available.
What schools did Andrew Schmidt attend?
Andrew Schmidt holds Bachelor Of Liberal Studies from Bowling Green State University.
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