Lorna Schmidt

Lorna Schmidt Email and Phone Number

experienced relationship-building professional @ City of Lakes Waldorf School
minneapolis, minnesota, united states
Lorna Schmidt's Location
Greater Minneapolis-St. Paul Area, United States
Lorna Schmidt's Contact Details

Lorna Schmidt personal email

Lorna Schmidt phone numbers

About Lorna Schmidt

Lorna Schmidt is a experienced relationship-building professional at City of Lakes Waldorf School. She possess expertise in fixed income, asset allocation, portfolio management, series 7, alternative investments and 17 more skills. She is proficient in German.

Lorna Schmidt's Current Company Details
City of Lakes Waldorf School

City Of Lakes Waldorf School

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experienced relationship-building professional
minneapolis, minnesota, united states
Website:
clws.org
Employees:
31
Lorna Schmidt Work Experience Details
  • City Of Lakes Waldorf School
    Development Director
    City Of Lakes Waldorf School Aug 2015 - Present
    Implemented annual and long range development plans to secure major gifts and donations • Key point of contact for outreach and public relations • Planned and hosted events for key donors • Implemented multi-channel marketing campaign to raise awareness and increase donations
  • Rbc Global Asset Management (U.S.) Inc.
    Vice President, Fixed Income Institutional Portfolio Manager
    Rbc Global Asset Management (U.S.) Inc. Sep 2010 - Jun 2015
    Greater Minneapolis-St. Paul Area
    Developed and implemented customized fixed income and multi-asset solutions for large corporate, public fund and ultra-high net worth clients * Conducted meetings and calls with prospects, consultants and current clients to provide timely market updates, current portfolio strategy and to grow and retain assets* Subject matter expert for institutional and retail fixed income products and strategies* Wrote and produced economic updates, quarterly client reports and presentations* Worked with clients and portfolio managers to write investment policy statements• Point person for new client onboarding and documentation* Analyzed attribution and performance data to write concise and informative investment commentary
  • Alliancebernstein
    Asst. Vice President, Fixed Income Client Service
    Alliancebernstein May 2004 - Jul 2010
    Principal client contact for multi-billion dollar relationships with insurance companies and sovereign wealth funds in Europe and Asia.
  • Morgan Stanley
    Marketing Associate
    Morgan Stanley Oct 2003 - May 2004
    Member of marketing communications team for retail and institutional channels.
  • Lazard Asset Management
    Marketing/Client Service Associate
    Lazard Asset Management Sep 1999 - Oct 2003
    Acted as principal client service associate for major accounts.Acted as principal marketing liaison between company’s New York and European offices.

Lorna Schmidt Skills

Fixed Income Asset Allocation Portfolio Management Series 7 Alternative Investments Institutional Marketing Communications Investment Management Hedge Funds Mutual Funds Marketing Strategy Equities Investment Strategies Series 63 Client Services Trading Investments Asset Management Client Service Grant Writing Fundraising Event Planning

Lorna Schmidt Education Details

Frequently Asked Questions about Lorna Schmidt

What company does Lorna Schmidt work for?

Lorna Schmidt works for City Of Lakes Waldorf School

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

Lorna Schmidt's current role is experienced relationship-building professional.

What is Lorna Schmidt's email address?

Lorna Schmidt's email address is lo****@****ail.com

What is Lorna Schmidt's direct phone number?

Lorna Schmidt's direct phone number is +1 416-974*****

What schools did Lorna Schmidt attend?

Lorna Schmidt attended Columbia University In The City Of New York, University Of Toronto - University Of Trinity College, Investment Management Consultants Association (Imca).

What are some of Lorna Schmidt's interests?

Lorna Schmidt has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.

What skills is Lorna Schmidt known for?

Lorna Schmidt has skills like Fixed Income, Asset Allocation, Portfolio Management, Series 7, Alternative Investments, Institutional, Marketing Communications, Investment Management, Hedge Funds, Mutual Funds, Marketing Strategy, Equities.

Who are Lorna Schmidt's colleagues?

Lorna Schmidt's colleagues are Allyson Amis, Johanna Garcia, William Lanzillo, Lydia Tan, Jessica Crawford, Ann Meany, Megan L. Teynor.

Not the Lorna Schmidt you were looking for?

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    monmouth.edu, monmouth.edu

    1 +173226XXXXX

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  • Lorna Schmidt, MPH

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    4
    umn.edu, heart.org, tobaccofreekids.org, cctwincities.org
  • Lorna Schmidt

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    1
    emeraldresourcegroup.com

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