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Dave Schmid, Aif® Email & Phone Number

Sr. Retirement Plan Officer at Midland States Bank
Location: St Louis, Missouri, United States 21 work roles 2 schools
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Current company
Role
Sr. Retirement Plan Officer
Location
St Louis, Missouri, United States
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Who is Dave Schmid, Aif®? Overview

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Dave Schmid, Aif® is listed as Sr. Retirement Plan Officer at Midland States Bank, a company with 772 employees, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Dave Schmid, Aif®.

Dave Schmid, Aif® previously worked as Advisory Board | EPIC Retirement Plan Services at Epic Retirement Plan Services and Vice President | 401(k) Plan Advisor at Parkside Financial Bank & Trust. Dave Schmid, Aif® holds Bfa, Advertising, History from Southern Methodist University.

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Midland States Bank

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About Dave Schmid, Aif®

It may surprise you to learn that although 68% of employed Americans have access to employer-sponsored plans, just 32% (57 million workers) of private sector workers work for an organization that doesn't offer any form of retirement plan, and only 41% of all workers contribute to a 401k. Most of these employers are small businesses. Our team focuses solely on profit-sharing, cash balance, and 401(k) programs for small businesses. These companies frequently require assistance to establish a 401(k) plan or to increase the value of an already existing one. We can offer a better service than those who dabble in 401k plans and spend most of their time working with private wealth customers. Our 401(k) Advisory focuses only on 401(k), Cash Balance and Profit-Sharing plans. Here are a few typical issues we encounter:• Executives are unable to contribute enough to their 401(k) plan• Workers are not participating• Workers are participating but are making insufficient contributions• Costs are exorbitant, obfuscated, or unclear• Plan sponsors don’t understand compliance testing and corrective distributions. • Plan sponsors are unaware of or misinformed about their fiduciary duties.The majority of the issues above indicate that the company's needs are no longer being met by the design of the current strategy or they are not getting value from their current advisor. A good plan must have a custom design. It can lower costs, lessen liability, enhance retirement results, lessen the administrative load on the plan sponsor, and aid in attracting and keeping talent. Three strategies are available for addressing plan design issues:1. Disregard the issues and roll the dice.2. Prioritize issues and address each one separately. This requires time and could lead to further costs and missed opportunities.3. Employ a 401(k) advisor with specialized experience, and create a unique, all-inclusive plan design that will accommodate your demands both now and down the road. Feel free to connect with me here on LinkedIn, or you can always reach me via email at dschmid@pfbt.com.The views and comments on this page are my own and not those of Parkside Financial Bank & Trust, or any person or organization affiliated with Parkside Financial Bank & Trust.

Current workplace

Dave Schmid, Aif®'s current company

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Midland States Bank
Midland States Bank
Sr. Retirement Plan Officer
St. Louis, MO, US
Website
Employees
772
AeroLeads page
21 roles · 39 years

Dave Schmid, Aif® work experience

A career timeline built from the work history available for this profile.

Vice President | 401(K) Plan Advisor

Greater St. Louis

Managed Parkside's 401(k) Advisory Services group. Responsible for advisory services to over forty 401(k) plans and their participants. Primary roles were new sales and supporting existing clients.

Sep 2020 - Nov 2024

Board Member

Children'S Education Alliance Missouri

Greater St. Louis

The Children’s Education Alliance of Missouri supports public policies that encourage access to high quality educational options for all Missouri students, including those who do not succeed in a traditional academic setting.

Jan 2011 - Jan 2023

Project Manager And Business Development

Greater St. Louis Area

PK Construction, LLC is dedicated to providing a unique building service. Setting a precedent every time you build is a challenge few builders want to encounter. Yet it is a way of life for PK Construction. Quality material and workmanship, attention to detail, and high integrity have earned us a solid reputation as the builder of choice for many architects.

Aug 2018 - Sep 2020

Board Member

Saint Louis, MO

In St. Louis, a proposed streetcar line connecting Forest Park and The Loop to two MetroLink stations is expected to begin final design by the summer of 2011 with construction beginning in 2012. The Loop Trolley Company is raising private funds to match $25 million in federal funds that will help build the project.

Nov 2011 - Dec 2018

Dfs Consulting- Business Development And Efficiency Consulting

Greater St. Louis Area

Advanced Nursing Services is a provider of private duty nurses. My role is to build more efficient business processes, make introductions to centers of influence and to market their services to a broader group of prospects.

May 2018 - Aug 2018

Dfs Consulting- Senior Business Development Consultant

Greater St. Louis Area

We work every day with Trust Companies, Financial Advisors, Attorneys, CPAs, Life Insurance Agents, Grantors & Non-Corporate Trustees to help transfer & manage their ILITs.My role was to analyze, research, contact and developing marketing/sales strategies with Midwest-based bank trust groups.

Aug 2017 - Aug 2018

Dfs Consulting- Senior Cybersecurity Sales Consultant

Greater St. Louis Area

What Does Clarium Do and Provide?Our trademarked Security as a Service (SecS) is the solution for most middle market organizations that are dealing with the complexity and cost of protecting their digital assets. Clarium complements and, if necessary, allows you to outsource the security component of your information technology resources at a fraction of.

Nov 2017 - May 2018

Vice President/Institutional Strategist- Institutional Services Group

Clayton, MO

Business development for large investment manager and trust company ($35B under management). Services include investment management, custody, advisory services and corporate trust. Regions Institutional Services Group concentrates on nonprofits, municipalities, funeral trusts, corporate profit sharing plans including 401(k) and labor unions (Taft Hartley.

Apr 2011 - May 2017

Board Member And Board Development Committee

University City, Missouri

University City Children's Center commits to develop as a diverse community that honors and reveals the unique spirit in each of us by intentionally growing from the inside-out. Providing quality care and education in a safe, trusting environment is essential at University City Children's Center. The philosophy behind our curriculum is that children learn.

Jan 2011 - Jun 2013

Vice President- Institutional Services Group

Saint Louis, Missouri

Business development for large investment manager and trust company ($15B under management). Services include investment management, custody and advisory services. Concentrating on nonprofits, municipalities, corporate profit sharing plans including 401(k) and labor unions (Taft Hartley accounts)

Jan 2006 - Apr 2011

Equity And Transactional Data Sales

Business development for financial market data company selling technical and fundamentall data into large broker dealers, banks and investment management firm. Also responsible for selling FIX electronic transactional capabilities such as order entry, order advertisement and order indications

Jan 2003 - Dec 2005

Institutional Sales

Wunderlich Securities

St. Louis, Missouri

Sold and market institutional research for small broker dealer. Very specific research in the coal, dental supply and a few very small publicly traded companies

2001 - 2002 ~1 yr

Vp Business Development Officer

G A Sullivan

Greater St. Louis Area

Responsible for developing software development business for the Microsoft suite of products.

2000 - 2002 ~2 yrs

Business Development Officer

Vertecon

Greater St. Louis Area

Busines development for a startup company providing software development in web applications. Vertecon is now part of Perficient.

1999 - 2000 ~1 yr

Vice President- Customer And Technology Support Desk

Greater St. Louis Area

Managed approximately twenty people on the support desks for large financial information firm.

Jan 1998 - Sep 1999

Institutional Sales

responsible for sales of the Bridge Information System in the Midwest market. Sale included consulting client on telecommunications, computers and type of analysis/news needed. Also responsible for recommending client pay for sytem using the services of Bridge Trading.

1988 - 1999 ~11 yrs

Equity Trader And Sales

Bridge Trading Company

Equity stock trader and Series 7 licensed broker. Traded stock for institutional clients who used soft dollars to pay for their electronic quotes, news and research provided via the Bridge Information System

1988 - 1990 ~2 yrs

Sales Associate

Starting level position in a high volume car rental location.

1987 - 1988 ~1 yr

Vice President

Southern Methodist University, Dallas, TX

Jan 1983 - May 1986
Team & coworkers

Colleagues at Midland States Bank

Other employees you can reach at midlandsb.com. View company contacts for 772 employees →

2 education records

Dave Schmid, Aif® education

Bfa, Advertising, History

Activities and Societies: VP Beta Theta Pi VP Interfraternity CouncilSouthern Methodist University (SMU)

7Th- 12Th Grade

John Burroughs High School

Activities and Societies: Varsity Football- 3-years Glee Club- 4-years

FAQ

Frequently asked questions about Dave Schmid, Aif®

Quick answers generated from the profile data available on this page.

What company does Dave Schmid, Aif® work for?

Dave Schmid, Aif® works for Midland States Bank.

What is Dave Schmid, Aif®'s role at Midland States Bank?

Dave Schmid, Aif® is listed as Sr. Retirement Plan Officer at Midland States Bank.

Where is Dave Schmid, Aif® based?

Dave Schmid, Aif® is based in St Louis, Missouri, United States while working with Midland States Bank.

What companies has Dave Schmid, Aif® worked for?

Dave Schmid, Aif® has worked for Midland States Bank, Epic Retirement Plan Services, Parkside Financial Bank & Trust, Children'S Education Alliance Missouri, and Pk Construction Llc.

Who are Dave Schmid, Aif®'s colleagues at Midland States Bank?

Dave Schmid, Aif®'s colleagues at Midland States Bank include Joseph Warner, Michael Cullen, Alex Kuhns, Anthony Denovellis, and Jay Mix.

How can I contact Dave Schmid, Aif®?

You can use AeroLeads to view verified contact signals for Dave Schmid, Aif® at Midland States Bank, including work email, phone, and LinkedIn data when available.

What schools did Dave Schmid, Aif® attend?

Dave Schmid, Aif® holds Bfa, Advertising, History from Southern Methodist University.

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