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Emily Schimmels is listed as Senior Consultant, Advisor Testing at AdvisorAssist, a company with 17 employees, based in United States, United States, United States. AeroLeads shows a work email signal at advisorassist.com and a matched LinkedIn profile for Emily Schimmels.
Emily Schimmels previously worked as Senior Analyst at Foreside Financial Group, Llc and Registration Coordinator at Quasar Distributors, Llc. Emily Schimmels holds Master Of Business Administration (M.B.A.), Human Resources Management, 3.91 from Concordia University-Wisconsin.
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AeroLeads found 1 current-domain work email signal for Emily Schimmels. Compare company email patterns before reaching out.
Emily Schimmels is a Senior Consultant, Advisor Testing at AdvisorAssist. She possess expertise in leadership, powerpoint, social media, virtual work, public speaking and 18 more skills.
Listed skills include Leadership, Powerpoint, Social Media, Virtual Work, and 19 others.
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Perform reviews of Registered Investment Advisors (RIAs) and Investment Advisor Representatives (IARs) to assess level of compliance to regulations.Train fellow consultants on performing reviews.File regulatory filings for IARs registrations.
Milwaukee, WI
Compliance supervision of FINRA registered representatives (RRs).Performed periodic reviews of RRs to assess level of compliance to regulations.Onboarded RRs and helped them maintain their registrations. Educated clients on industry regulations and the firm's processes and policies. Assisted with training new employees.
Milwaukee, Wisconsin, United States
Compliance supervision of FINRA registered representatives (RRs)Performed periodic reviews of RRs to assess level of compliance to regulations.Onboarded representatives and maintaining their registrations.Educated clients on industry regulations, continuing education, and the firm's processes and policies.Projects I worked on included: internal procedure.
Milwaukee, WI
Assisted mutual fund shareholders, their advisers, and other financial institutions with their accounts. This includes, but is not limited to, placing trades, setting up new accounts, explaining fund details, account maintenance, providing account information, and reregistering accounts. Analyzed fund literature, legal documents, and account history. Kept.
Mequon, WI
Coordinated, organized, and presented interactive events to educate and inform students of basic personal finance topics such as: credit score, credit report, student loans, long term saving, short term saving and spending, and debt.
Mequon, WI
Sent transcriptsHelped students with class schedulingVerified enrollments and graduationsDealt with confidential information
Other employees you can reach at advisorassist.com. View company contacts for 17 employees →
Caleb Peress
Colleague at AdvisorassistMarshfield, Massachusetts, United States, United States
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Cameron Labree
Colleague at AdvisorassistGreater Boston, United States
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Colin Mackellar
Colleague at AdvisorassistGreater Boston, United States
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Grant Goodwin
Colleague at AdvisorassistWaltham, Massachusetts, United States, United States
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Julia Zaniboni
Colleague at AdvisorassistGreater Boston, United States
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Jennifer Krakower
Colleague at AdvisorassistGreater Boston, United States
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Christopher Winn
Colleague at AdvisorassistBoston, Massachusetts, United States, United States
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Raphael Dinh
Colleague at AdvisorassistBoston, Massachusetts, United States, United States
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Samuel Guy
Colleague at AdvisorassistBoston, Massachusetts, United States, United States
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Connor Cruz
Colleague at AdvisorassistBoston, Massachusetts, United States, United States
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I was in a Business Scholar program which allowed me to graduate in 4 years with both Bachelors and MBA
Quick answers generated from the profile data available on this page.
Emily Schimmels works for AdvisorAssist.
Emily Schimmels is listed as Senior Consultant, Advisor Testing at AdvisorAssist.
AeroLeads has found 1 work email signal at @advisorassist.com for Emily Schimmels at AdvisorAssist.
Emily Schimmels is based in United States, United States, United States while working with AdvisorAssist.
Emily Schimmels has worked for Advisorassist, Foreside Financial Group, Llc, Quasar Distributors, Llc, U.S. Bank, and Thrivent Financial For Lutherans.
Emily Schimmels's colleagues at AdvisorAssist include Caleb Peress, Cameron Labree, Colin Mackellar, Grant Goodwin, and Julia Zaniboni.
You can use AeroLeads to view verified contact signals for Emily Schimmels at AdvisorAssist, including work email, phone, and LinkedIn data when available.
Emily Schimmels holds Master Of Business Administration (M.B.A.), Human Resources Management, 3.91 from Concordia University-Wisconsin.
Emily Schimmels is listed with skills including Leadership, Powerpoint, Social Media, Virtual Work, Public Speaking, Personal Development, Microsoft Powerpoint, and Event Planning.
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