Margo Kveton (Schmidt)

Margo Kveton (Schmidt) Email and Phone Number

Financial Analyst @ Raytheon Technologies
Frisco, TX, US
Margo Kveton (Schmidt)'s Location
Frisco, Texas, United States, United States
About Margo Kveton (Schmidt)

Originally born in Arizona 🌵, raised in the PNW 🌲 and now enjoying life in the great state of Texas!I started my career helping clients achieve their financial retirement goals before making a move to work in a different industry helping on the corporate team responsible for billing customers.Outside of work you can find me enjoying a good book (recommendations appreciated!), having a glass of wine with friends, or spending the day at the dog park 🐶

Margo Kveton (Schmidt)'s Current Company Details
Raytheon Technologies

Raytheon Technologies

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Financial Analyst
Frisco, TX, US
Margo Kveton (Schmidt) Work Experience Details
  • Raytheon Technologies
    Financial Analyst
    Raytheon Technologies
    Frisco, Tx, Us
  • Raytheon Technologies
    Financial Analyst
    Raytheon Technologies Feb 2023 - Present
    Texas, United States
  • Fisher Investments
    Investment Counselor Support Specialist
    Fisher Investments Dec 2020 - Sep 2022
    Dallas-Fort Worth Metroplex
    Advise and educate clients as their point of contact when their Investment Counselor is unavailable. Support the team of Senior Investment Counselors who provide service to the high net worth clients that we service. Communicate firm philosophy and investment decisions to clients tailored to their level of expertise.
  • Fisher Investments
    Regional Sales Associate
    Fisher Investments Jun 2018 - Dec 2020
    Dallas/Fort Worth Area
    Started in the Camas, WA office where I earned the opportunity to work with the #1 earning Vice President in our Sales department. Relocated to the Plano, TX office to establish a new team resulting in 18+ headcount after the first year. Led a project to help automate processes in the group that could be handled by technology allowing us to spend more time on high impact work. Acted as a liaison to Senior Management in advising on certain risk factors to the business for the department.
  • Montana High Tech Business Alliance
    Marketing And Membership Coordinator
    Montana High Tech Business Alliance Sep 2017 - May 2018
    Missoula, Montana Area
    Assist the Executive Director in pursuing the goal of the Alliance to promote the tech industry and entrepreneurship in the state of Montana. Created social media analysis to track engagement and membership acquisition. Planned and put on events for members. Managed quarterly billing for all members.
  • University Of Montana
    Building Manager - University Center
    University Of Montana Oct 2016 - Dec 2017
    Missoula, Montana
    Worked cross-functionally with the Administration Office, Building Services, UM Catering and the Events Office to assist clients with their events in our venue
  • Missoula County Fairgrounds
    Marketing And Event Intern
    Missoula County Fairgrounds Jun 2017 - Aug 2017
    Missoula, Montana Area
    Assisted Event Manager in cultivating relationships with sponsors resulting in 32% increase in sponsored funds. Modified Fair parking logistics to accommodate increased traffic flow and promote sustainable transportation options. Coordinated and supervised 100+ volunteers during Fair week. Created social media content and strategy to promote events, including the 2017 Fair.
  • Missoula Parks And Recreation
    Marketing Intern
    Missoula Parks And Recreation Sep 2016 - May 2017
    Missoula, Montana
    Assisted with the development of marketing materials for a new $38 million city/county park and ensuring a successful opening event. Worked with sponsors and vendors. Learned graphic design skills using Adobe programs to create materials.
  • Davidson Honors College
    Social Media And Marketing Intern
    Davidson Honors College Feb 2016 - Jun 2016
    Missoula, Montana
    Developed, managed, and deployed social media content including graphic design. Revamped and expanded the social media presence of the DHC. Initiated creation of the DHC LinkedIn Alumni Network. Designed invitations for alumni events in coordination with the Events Manager.
  • River Ranch Equestrian Center
    Head Riding Instructor
    River Ranch Equestrian Center Jun 2015 - Aug 2015
    Aurora, Oregon
    Created and taught equestrian summer camps to elementary and middle-school aged youth of varying riding abilities. Supervised assistants and coached them in teaching students to ride. Created an environment where fearful riders felt safe and encouraged.

Margo Kveton (Schmidt) Education Details

Frequently Asked Questions about Margo Kveton (Schmidt)

What company does Margo Kveton (Schmidt) work for?

Margo Kveton (Schmidt) works for Raytheon Technologies

What is Margo Kveton (Schmidt)'s role at the current company?

Margo Kveton (Schmidt)'s current role is Financial Analyst.

What schools did Margo Kveton (Schmidt) attend?

Margo Kveton (Schmidt) attended University Of Montana, Westview High School.

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