Kim Schmidt

Kim Schmidt Email and Phone Number

Senior Business Consultant at BetaNXT @ BetaNXT
Kim Schmidt's Location
Hartland, Wisconsin, United States, United States
Kim Schmidt's Contact Details

Kim Schmidt personal email

n/a
About Kim Schmidt

Financial Services Professional with 27+ years of experience. Deep expertise in Trading, Margin Processing, Managed Accounts, Mutual Fund Processing, Cash Management and Compliance. Strong presentation skills with experience in leading webinars and facilitating in-person classes.

Kim Schmidt's Current Company Details
BetaNXT

Betanxt

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Senior Business Consultant at BetaNXT
Kim Schmidt Work Experience Details
  • Betanxt
    Senior Business Consultant
    Betanxt Jul 2022 - Present
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  • Refinitiv
    Senior Business Consultant, New Installations
    Refinitiv Oct 2018 - Aug 2022
    Brookfield, Wi
    Senior member of new installations team which assists clients convert onto the BETA Systems platform. Responsible for conducting new client demos, facilitating functional review sessions to identify workflow differences, assist in the set up both the production and training regions, and conduct training sessions to new users on the platform.Work with existing clients on how best to utilize platform, suggest new workflows and assist clients with the use of our data. In addition work with 3rd party partners/vendors on business integration with our system.Refinitiv, formerly the Financial & Risk business of Thomson Reuters, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in over 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community. Visit refinitiv.com. Join our community on LinkedIn (refini.tv/linkedin) and Twitter (refini.tv/twitter)
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  • Thomson Reuters
    Senior Business Consultant
    Thomson Reuters Sep 2009 - Sep 2018
    Brookfield, Wi
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  • Robert W. Baird & Co.
    Senior Product Manager
    Robert W. Baird & Co. Feb 2006 - Mar 2009
    Responsible for the management of the advisory, non-discretionary fee-based program. Defined new product opportunities, ensured regulatory compliance, and coached and trained financial advisors on program use and guidelines.
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  • Robert W. Baird & Co.
    Corporate & Executive Services Director
    Robert W. Baird & Co. Jun 1998 - Feb 2006
    Responsible for the daily management of stock option and restricted security transactions which included Rule 144, Rule 145 and 10b5-1 trading plans. Supervised staff and monitored daily transactions.
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  • Robert W. Baird & Co.
    Institutional Equity And Fixed Income Operations Manager
    Robert W. Baird & Co. Jun 1992 - Jun 1998
    Monitored and reconciled firm’s inventories daily. Resolved trading discrepancies in a timely manner to minimize trading losses. Lead coordinator for the distribution and reconciliation of equity syndicate transactions.
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Kim Schmidt Skills

Management Project Management Program Management Trading Training Financial Services Data Conversion

Kim Schmidt Education Details

Frequently Asked Questions about Kim Schmidt

What company does Kim Schmidt work for?

Kim Schmidt works for Betanxt

What is Kim Schmidt's role at the current company?

Kim Schmidt's current role is Senior Business Consultant at BetaNXT.

What is Kim Schmidt's email address?

Kim Schmidt's email address is ki****@****tiv.com

What schools did Kim Schmidt attend?

Kim Schmidt attended University Of Wisconsin-Milwaukee.

What are some of Kim Schmidt's interests?

Kim Schmidt has interest in Jogging, Cycling, Golfing.

What skills is Kim Schmidt known for?

Kim Schmidt has skills like Management, Project Management, Program Management, Trading, Training, Financial Services, Data Conversion.

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