Brian Schmitz

Brian Schmitz Email and Phone Number

Financial Services Professional @
Brian Schmitz's Location
Holland, Ohio, United States, United States
Brian Schmitz's Contact Details

Brian Schmitz work email

Brian Schmitz personal email

Brian Schmitz phone numbers

About Brian Schmitz

Specialties: Corporate benefits, portfolio design and management

Brian Schmitz's Current Company Details
Structured Wealth Management

Structured Wealth Management

Financial Services Professional
Brian Schmitz Work Experience Details
  • Structured Wealth Management
    Partner
    Structured Wealth Management Mar 2008 - Present
    Holland, Ohio, United States
    Institutional asset management, corporate 401(k) consulting and management
  • Obs Financial Services
    Vice President
    Obs Financial Services Oct 2002 - Mar 2008
    Institutional money management firm specializing in turn-key asset management for banks and credit unions.
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Sep 1995 - Sep 2002
    Managed individual and corporate accounts.
    View

Brian Schmitz Skills

401k Wealth Management Retirement Investments Asset Allocation Retirement Planning Investment Advisory Pensions Series 7 Employee Benefits Asset Managment Investment Management Strategic Financial Planning Business Strategy New Business Development

Brian Schmitz Education Details

Frequently Asked Questions about Brian Schmitz

What company does Brian Schmitz work for?

Brian Schmitz works for Structured Wealth Management

What is Brian Schmitz's role at the current company?

Brian Schmitz's current role is Financial Services Professional.

What is Brian Schmitz's email address?

Brian Schmitz's email address is bs****@****ail.com

What is Brian Schmitz's direct phone number?

Brian Schmitz's direct phone number is +141945*****

What schools did Brian Schmitz attend?

Brian Schmitz attended Taylor University.

What are some of Brian Schmitz's interests?

Brian Schmitz has interest in Boating, Snow Skiing, Biking, Golf, Wakeboarding.

What skills is Brian Schmitz known for?

Brian Schmitz has skills like 401k, Wealth Management, Retirement, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Pensions, Series 7, Employee Benefits, Asset Managment, Investment Management.

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