Greg Schmitz

Greg Schmitz Email and Phone Number

Copiam Wealth Management LLC @
Greg Schmitz's Location
The Colony, Texas, United States, United States
Greg Schmitz's Contact Details

Greg Schmitz personal email

n/a
About Greg Schmitz

Greg's passion is to demystify the often misunderstood world of investment advice by differentiating what works from what does not work to the benefit of his clients. His practice includes helping professionals and business owners invest effectively and to remain steadfastly focused on attaining their long term financial objectives and goals. Greg also specializes in advanced retirement income planning and insurance advice. Texas Monthly named Greg as a Five Star Wealth Manager in 2014.

Greg Schmitz's Current Company Details
Copiam Wealth Management LLC

Copiam Wealth Management Llc

Copiam Wealth Management LLC
Greg Schmitz Work Experience Details
  • Copiam Wealth Management Llc
    Founder And President
    Copiam Wealth Management Llc Sep 2014 - Present
    Build and preserve wealth for my clients by applying Nobel Prize winning investment and economic research.
  • Advisory Firm
    Senior Advisor, Wealth Management
    Advisory Firm Mar 2006 - Sep 2014
    Plano, Tx
  • Gms Consulting
    Executive Consultant
    Gms Consulting 2004 - 2006
    Business plan analysis and development primarily in the Wireless Phone, Specialty Products and Information Technology industries.
  • Intuit
    Senior Manager
    Intuit 2003 - 2004
    View
  • At&T Wireless
    Senior Project Manager / Acquisition Integration Manager
    At&T Wireless 1999 - 2003
    View
  • Koch Industries
    Senior Analyst / Programmer (Koch Materials)
    Koch Industries 1997 - 1999
    View
  • Pizza Hut
    Senior Analyst / Programmer – Restaurant Systems Development
    Pizza Hut 1991 - 1997
    View

Greg Schmitz Skills

Financial Services Business Analysis Portfolio Management Wealth Management Insurance Investments Retirement Strategic Financial Planning Wealth Program Management Business Development Leadership Development Risk Management Strategic Planning Management

Greg Schmitz Education Details

Frequently Asked Questions about Greg Schmitz

What company does Greg Schmitz work for?

Greg Schmitz works for Copiam Wealth Management Llc

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

Greg Schmitz's current role is Copiam Wealth Management LLC.

What is Greg Schmitz's email address?

Greg Schmitz's email address is gr****@****nt1.com

What is Greg Schmitz's direct phone number?

Greg Schmitz's direct phone number is +197237*****

What schools did Greg Schmitz attend?

Greg Schmitz attended Oklahoma State University.

What are some of Greg Schmitz's interests?

Greg Schmitz has interest in Professional Networking, Business Development, Traveling, Spiritual Development, Snow Skiing, Mentoring, Golfing, Reading, Running.

What skills is Greg Schmitz known for?

Greg Schmitz has skills like Financial Services, Business Analysis, Portfolio Management, Wealth Management, Insurance, Investments, Retirement, Strategic Financial Planning, Wealth, Program Management, Business Development, Leadership Development.

Not the Greg Schmitz you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.