Andy Schmidt Email & Phone Number

Colorado Springs, Co, Us

Colorado Springs, Colorado, United States

* Identified gaps in the systems that survivors navigate and address those gaps appropriately.* Facilitated DHS staff trainings on trauma informed care of survivors of domestic violence, sexual assault and human trafficking.* Provided case consultation relevant to assessment and case needs where domestic violence has been overly identified and/or suspected.* Conducted community education presentations, training and outreach.* Provided crisis intervention, information, referrals,… Show more * Identified gaps in the systems that survivors navigate and address those gaps appropriately.* Facilitated DHS staff trainings on trauma informed care of survivors of domestic violence, sexual assault and human trafficking.* Provided case consultation relevant to assessment and case needs where domestic violence has been overly identified and/or suspected.* Conducted community education presentations, training and outreach.* Provided crisis intervention, information, referrals, safety planning, and support in person and on the phone; followed up appropriately with DHS staff and survivor.* Collaborated with other agencies and individuals involved with the survivor to assure comprehensive service delivery to the survivor and children. Show less

Colorado Springs, Colorado, United States

Colorado Springs, Colorado, United States

* Recruited and built a team of Financial Advisors to help service existing clients of Northwestern Mutual.* Coached advisors on how to efficiently utilize our planning software. Became the point person in the office on this software.* Increased gross sales by 200% in the first two quarters on the job.* Increased inventory by 4,000 in 6 months.* Created and developed efficiency processes, leading the efforts to turn around an underperforming department.* Coached/mentored… Show more * Recruited and built a team of Financial Advisors to help service existing clients of Northwestern Mutual.* Coached advisors on how to efficiently utilize our planning software. Became the point person in the office on this software.* Increased gross sales by 200% in the first two quarters on the job.* Increased inventory by 4,000 in 6 months.* Created and developed efficiency processes, leading the efforts to turn around an underperforming department.* Coached/mentored advisors to maximize growth potential with their inventory and instructing them on cultivating client relationships by seeing value in every conversation.* Motivated and encouraged support staff to be more efficient and proactive. Show less

Dallas-Fort Worth Metroplex

* Managed and tracked inventory for 45,000 clients of Northwestern Mutual – Dallas.* Supervised a team of 32 financial advisors and helped train them to cross-sell and find value in every client conversation they have.* Played a key role in turning a cost center into a department that has consistently produced over 1.5M of premium dollars on an annual basis* Helped create and maintain processes that allowed our office to maintain millions of dollars of death benefit proceeds as… Show more * Managed and tracked inventory for 45,000 clients of Northwestern Mutual – Dallas.* Supervised a team of 32 financial advisors and helped train them to cross-sell and find value in every client conversation they have.* Played a key role in turning a cost center into a department that has consistently produced over 1.5M of premium dollars on an annual basis* Helped create and maintain processes that allowed our office to maintain millions of dollars of death benefit proceeds as assets under management.* Worked with internal and external clients to provide continuity of excellent service.* Distribute and supervise monthly leads to a team of 32 financial advisors and appropriately monitor their activity.* Interact with hundreds of external clients and solve problems utilizing a solution-minded approach. Show less

Dallas, Texas, United States

* Constructed investment portfolios using an asset allocation strategy for various risk tolerance levels.* Created and maintained personalized financial plans utilizing client information and appropriate assumptions within financial planning software.* Performed necessary administrative duties such as managing the advisor’s calendar, maintaining database of hundreds of clients and prospects, and helping clients with servicing their existing accounts.* Met with clients for annual… Show more * Constructed investment portfolios using an asset allocation strategy for various risk tolerance levels.* Created and maintained personalized financial plans utilizing client information and appropriate assumptions within financial planning software.* Performed necessary administrative duties such as managing the advisor’s calendar, maintaining database of hundreds of clients and prospects, and helping clients with servicing their existing accounts.* Met with clients for annual reviews and updated their personalized plan.* Liaison between client and home office throughout underwriting process during insurance applications. Show less

Plano, Texas, United States

* Accompanied survivors of recent sexual assault to the hospital or our clinic.* Provided emotional support and resources before, during and after their forensic exam.* Worked side by side with a forensic nurse throughout the survivor's forensic exam.* Trained on how to effectively provide trauma-informed care in an unbiased non-judgmental way.