Eric Schuett, Mba Email & Phone Number

For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced… Show more For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. Show less

Menomonee Falls, Wisconsin, United States

Conduct needs and task analysis to identify performance gaps for numerous lines of business. Consult with business partners, project sponsor, and senior leaders to determine appropriate learning strategies. Recommend, develop, test, and publish various learning solutions while meeting risk, compliance, and quality standards. Lead business sponsor, partner, and subject matter expert meetings to validate content and incorporate feedback into learning solutions.Manage large-scale… Show more Conduct needs and task analysis to identify performance gaps for numerous lines of business. Consult with business partners, project sponsor, and senior leaders to determine appropriate learning strategies. Recommend, develop, test, and publish various learning solutions while meeting risk, compliance, and quality standards. Lead business sponsor, partner, and subject matter expert meetings to validate content and incorporate feedback into learning solutions.Manage large-scale, high-impact , multi-designer work efforts. Create project assignments and task plans to maximize designer effectiveness and efficiency. Provide project leadership, feedback, and coaching to designers to ensure the consistency and quality of deliverables. Monitor work effort progress and deliver status reports to stakeholders. Measure and report on the success of learning programs.Complete special assignments to support the mission, goals, and objectives of the learning and development organization. Show less

Menomonee Falls, Wisconsin, United States

Consulted with business partners to identify performance improvement opportunities and determine specific training needs.Created and delivered up-to-date, high quality, adult learning programs for new associates and experienced service and sales professionals across the Wells Fargo Funds Management Group.Motivated and developed relationship center staff in the areas of service, sales, communication, and investment products that drove business results and fostered loyal customer… Show more Consulted with business partners to identify performance improvement opportunities and determine specific training needs.Created and delivered up-to-date, high quality, adult learning programs for new associates and experienced service and sales professionals across the Wells Fargo Funds Management Group.Motivated and developed relationship center staff in the areas of service, sales, communication, and investment products that drove business results and fostered loyal customer relationships.Delivered learning programs to multiple locations through mediums including: in-person classroom, virtual classroom, e-learning, and video.Managed representatives during their transition from new-hire training to their permanent teams. Show less

Menomonee Falls, Wisconsin, United States

FINRA licensed investment representative who provided industry leading telephone service to existing or prospective investors.Implemented needs-based selling techniques to deepen relationships and enhance client loyalty.Performed internal audits of representative conversations for quality and compliance.Provided call feedback and coaching to FINRA licensed representatives.Worked closely with Investor Services team leaders and other department managers to improve… Show more FINRA licensed investment representative who provided industry leading telephone service to existing or prospective investors.Implemented needs-based selling techniques to deepen relationships and enhance client loyalty.Performed internal audits of representative conversations for quality and compliance.Provided call feedback and coaching to FINRA licensed representatives.Worked closely with Investor Services team leaders and other department managers to improve call quality, communicate trends, and develop training strategies.Developed and facilitated call workshops and periodic training sessions. Show less

Master Of Business Administration (Mba) - Finance

Bachelor Of Business Administration (Bba) - Finance: Financial Planning; Minor In Economics, Magna Cum Laude