Michael Schimmel Email & Phone Number
@fellowsfg.com
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Who is Michael Schimmel? Overview
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Michael Schimmel is listed as Financial Planner and Wealth Advisor at Fellows Financial Group, LLC., a with 10 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at fellowsfg.com and a matched LinkedIn profile for Michael Schimmel.
Michael Schimmel previously worked as Financial Planner & Wealth Advisor at Fellows Financial Group, Llc. and Owner at Mccallum Sauber. Michael Schimmel holds B.A., Political Science Major, Economics Minor from Miami University.
Email format at Fellows Financial Group, LLC.
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About Michael Schimmel
As a financial advisor with 20 years of experience in the financial services industries my singular purpose is to be an advocate for my clients. I provide comprehensive goals-driven wealth management along with business succession, executive benefits, estate planning, asset preservation, and tax strategies. By partnering with Fellows Financial Group, I help individuals and business owners build a strong foundation not only for retirement but to protect and nurture their legacy.
Listed skills include Banking, Management, Strategic Planning, Loans, and 31 others.
Michael Schimmel's current company
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Michael Schimmel work experience
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Financial Planner & Wealth Advisor
Current• Securities are offered through Coastal Equities, Inc. Member FINRA/SIPC. Investment advice is offered through Wealthcare Advisory Partners, LLC, a registered investment advisor. Wealthcare Advisory Partners, LLC and Fellows Financial Group, LLC are separate entities from Coastal Equities.• Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, and Coastal Insurance Services which consist of several affiliated insurance agencies. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, and investment advisory services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801• Third-party posts found on this profile do not reflect the views of Coastal Equities and have not been reviewed by Coastal Equities as to accuracy or completeness. • The financial professionals associated with Coastal Equities may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Owner
Vice President, Senior Cluster Manager
Focused senior leader on building and maintaining a high performing teams across multiple areas. Championed Sales Leadership Coaching to bring the focus on the client, which allowed optimization in productivity and client engagement. Strategic focus on net new client growth, wealth management, mortgage, and banking solutions along with integrating with our community development strategy and five-mile radius to achieve target growth and revenue goals.
Regional Mortgage Sales Manager
Management of 12 Premier Mortgage Consultants across the Mid Atlantic region to achieve production goals, operational excellence, growth and profitability of the region. Actively participate in local and state mortgage banking, realtor, and builder trade associations, along with maintaining a thorough understanding of mortgage industry knowledge and current issues. Communicate business goals, objectives and company performance results to staff. Promote an effective sales environment through sales training, individual and team coaching, creation of strategic partnerships, and sales contests among team members along with other lines of business.
Senior Branch Manager
Owner
Pilot malt house is an artisan craft malt house located in the heart of Michigan. The ever growing number of craft distilleries and breweries that surround us are a constant source of inspiration driving us forward. We firmly believe that what we do is an art that requires passion and an insane attention to detail and we strive to produce and supply the finest malt to the best breweries and distilleries in the world. Quite simply, we make malt. but we know that malt is more than just an ingredient. Malt is an investment in farmers, a palate for brewers to paint with, and the backbone of every spirit that has ever been distilled. It is a stimulus for agriculture and the communities and individuals that make up every brewery and distillery that we work with. We link craft artisans directly to local growers forging long-term sustainable relationships.
Assistant Vice President, Branch Manager
Provide management direction to a direct staff of 14 with a total book of business of $50-million in deposits, loans and assets under management. Designed and executed successful sales campaigns that increased deposits, lending and investments. Coordinated events and seminars with various business partners to expand community involvement and develop new business opportunities.Results: • Proven track record of achieving goals and surpassing goals across all sales metrics month over month.• Achieved individual production to be within top 1% across the entire company.• Selected to be a Senior Producing Leader based on product knowledge and sales results, to train new or underperforming financial specialists across selected regions.• Led multiple district sales initiatives for commercial lending that resulted in a 200% increase in commercial lending and banking deposits.
Assistant Store Manager
Responsible for a team of twenty employees and supervision of their work; accountable for the daily administration of the company vision and sales; led various projects and provided support to complete them; set goals and targets for the employees and motivated them in achieving the goals, hired qualified employees for various positions within the store, and helped train them.Results:• Created grass roots campaigns partnering with outside organizations and charities to promote philanthropy, while driving sales results.• Planned special Made-to-Measure events across the Greater Washington D.C. Metro Area that resulted in a 300% increase in sales; the largest increase ever for the metro area.• Hit quarterly and yearly plan goals along, with four employees, recognized for being one of the top twenty-five employees for sales.
Colleagues at Fellows Financial Group, LLC.
Other employees you can reach at fellowsfg.com. View company contacts for 10 employees →
Jose Saavedra
Colleague at Fellows Financial Group, Llc.Ashburn, Virginia, United States
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BF
Blake Fellows
Colleague at Fellows Financial Group, Llc.Leesburg, Virginia, United States
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RD
Ruben Devia, Cfp®
Colleague at Fellows Financial Group, Llc.Ashburn, Virginia, United States
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KH
Ken Harvey
Colleague at Fellows Financial Group, Llc.Ashburn, Virginia, United States
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AJ
Amanda Judd
Colleague at Fellows Financial Group, Llc.Purcellville, Virginia, United States
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Michael Schimmel education
B.A., Political Science Major, Economics Minor
Leadership Action Certificate Program, Organizational Leadership
Education record
Frequently asked questions about Michael Schimmel
Quick answers generated from the profile data available on this page.
What company does Michael Schimmel work for?
Michael Schimmel works for Fellows Financial Group, LLC..
What is Michael Schimmel's role at Fellows Financial Group, LLC.?
Michael Schimmel is listed as Financial Planner and Wealth Advisor at Fellows Financial Group, LLC..
What is Michael Schimmel's email address?
AeroLeads has found 2 work email signals at @fellowsfg.com for Michael Schimmel at Fellows Financial Group, LLC..
Where is Michael Schimmel based?
Michael Schimmel is based in Washington Dc-Baltimore Area, United States while working with Fellows Financial Group, LLC..
What companies has Michael Schimmel worked for?
Michael Schimmel has worked for Fellows Financial Group, Llc., Mccallum Sauber, Hsbc Retail Banking And Wealth Management, Hsbc, and Pilot Malt House Llc.
Who are Michael Schimmel's colleagues at Fellows Financial Group, LLC.?
Michael Schimmel's colleagues at Fellows Financial Group, LLC. include Jose Saavedra, Blake Fellows, Ruben Devia, Cfp®, Ken Harvey, and Amanda Judd.
How can I contact Michael Schimmel?
You can use AeroLeads to view verified contact signals for Michael Schimmel at Fellows Financial Group, LLC., including work email, phone, and LinkedIn data when available.
What schools did Michael Schimmel attend?
Michael Schimmel holds B.A., Political Science Major, Economics Minor from Miami University.
What skills is Michael Schimmel known for?
Michael Schimmel is listed with skills including Banking, Management, Strategic Planning, Loans, Investments, Financial Services, Leadership, and Wealth Management.
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