Michael Schmelzer Email & Phone Number

Alexandria, Virginia, United States

• Assisted in client onboarding by preparing new account forms and processing completed documents• Processed money movements including ACH withdrawals, check requests, and deposits for clients• Updated quarterly 401k monitoring reports to ensure appropriate lineup for clients• Researched funds through Morningstar and Fi360 for advisor due diligence• Adhoc projects including compliance, filing, organizing, and internal audit

Alexandria, Virginia, United States

• Compiled and analyzed advertising data, built and maintain Excel trackers, updated databases, and prepare monthly reports • Researched and drafted press releases and articles, including articles published in the monthly Textile Services magazine• Inputted in Excel and analyzed data sent from clients to ensure safety requirements were met

Master Of Business Administration - Mba, Finance, General, 3.7/4.0

Activities and Societies: Graduated Cum Laude

Bachelor'S Degree, Finance, General, 3.7/4.0

Activities and Societies: Economics & Finance Society ●Dean’s List: Awarded to students with 3.5 or above GPA. Awarded every semester.