Kyle Schmidt Email & Phone Number

San Diego, California, United States

• Partnered with Managing Director of ADU West – Southern California/Hawaii territory, traveling periodically
• Partnered with advisory firms’ centers of influence for strategy implementation – most notably Raymond James, LPL Financial & Merrill Lynch
• Landed Natixis’ first ever Merrill Lynch PAS Platform account via Active Index Advisors’ Direct Indexing SMA
• Average monthly advisor meetings: 19 – 125% to goal
• Average monthly new producers: 14 – 125% to goal
• Appointed team captain of Natixis Hockey Team – competing in wholesaling/advisory firm tournaments in NYC

• Partnered with three Managing Regional Directors in Southern California; managing a territory of +$4.9B in AUM
• Average monthly sales activity: 29.80 points – 119% to goal
• Average monthly net sales during 6-month absence of Southern California external wholesaler: 110% to goal - September 2021-February 2022

• Assisted with operational processes, reports, proposals and ad-hoc projects across all Advisory Development Units
• Passed FINRA Series 7 Exam while in role - April 2021

• Transitioned to Account Specialist II role during COVID-19 to help clients with their repayment schedules
• Directed communication with business owners to negotiate suitable payment plans and preserve client relationships
• October 2020 revenue retained: $140k – 113% of goal; November 2020 revenue retained: $201k – 152% of goal; December 2020 revenue retained: $321k – 191% of goal
• Interviewed and trained new hires as part of Account Servicing’s new employee onboarding
• Presented Account Servicing’s year-end performance results during our annual company review
• Passed FINRA Series 66 Exam while in role - January 2021

• Collaborated with internal stakeholders to identify multiple hiring initiatives across various departments
• Established team performance analytics and KPIs through Microsoft Excel (data gathering, analysis and reporting)
• Prepared & presented offers to candidates, effectively negotiating and selling internal career opportunities

• Planned and designed compensation, budgets, and sourcing strategies with senior management
• Built qualified candidate pipeline through industry research; collected data through prospect variables and team scorecard metrics

• 2018 sales accomplishment: 39 deals closed, generating $375,000 in revenue – 125% of goal
• November 2018: First Hosted VoIP deal closed for $40,000 of new product revenue

• Performed FY2018 Q1 net margin and variance analysis for Massachusetts Jurisdiction (OPEX & CAPEX splits)
• Authored and developed the Financial Performance HUB project for the Massachusetts Jurisdiction team, tracking team KPI performance

• Analyzed various financial profiles based on clients’ goals, risk tolerance and investment experience
• Communicated with custodians and mutual fund managers to verify client financial information

Milwaukee, WI

• Officiated little league baseball games and tournaments around the Greater Milwaukee area