Monica Schmidt

Monica Schmidt Email and Phone Number

Senior Wealth Strategy Associate @ UBS
Los Angeles, CA, US
Monica Schmidt's Location
Los Angeles Metropolitan Area, United States
Monica Schmidt's Contact Details

Monica Schmidt personal email

Monica Schmidt phone numbers

About Monica Schmidt

Monica Schmidt is a Senior Wealth Strategy Associate at UBS. She possess expertise in series 7, financial advisory, wealth management, mutual funds, investments and 21 more skills.

Monica Schmidt's Current Company Details
UBS

Ubs

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Senior Wealth Strategy Associate
Los Angeles, CA, US
Website:
nyftyfitness.com
Employees:
28
Monica Schmidt Work Experience Details
  • Ubs
    Senior Wealth Strategy Associate
    Ubs
    Los Angeles, Ca, Us
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  • Ubs
    Senior Wealth Strategy Associate
    Ubs Sep 2021 - Present
    Westlake Village, California, United States
    View
  • J.P. Morgan
    Private Banker
    J.P. Morgan Mar 2020 - Sep 2021
    Westlake Village, California
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  • One Capital Management, Llc
    Director
    One Capital Management, Llc May 2018 - Mar 2020
    Westlake Village, California
    View
  • Assetmark
    National Consultant
    Assetmark Feb 2008 - May 2018
    View
  • U.S. Bancorp Investments, Inc.
    Financial Advisor
    U.S. Bancorp Investments, Inc. Sep 2005 - Feb 2008
    Greater Chicago Area
    View

Monica Schmidt Skills

Series 7 Financial Advisory Wealth Management Mutual Funds Investments Series 63 Investment Management Crm Retirement Separately Managed Accounts Series 65 Etfs Sales Leadership Securities Finance Portfolio Management Asset Allocation Series 6 Program Management 401k Fixed Annuities Retirement Planning Client Aquisition Manage Client Expectations Manage Client Relationships

Monica Schmidt Education Details

Frequently Asked Questions about Monica Schmidt

What company does Monica Schmidt work for?

Monica Schmidt works for Ubs

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

Monica Schmidt's current role is Senior Wealth Strategy Associate.

What is Monica Schmidt's email address?

Monica Schmidt's email address is mo****@****ive.com

What is Monica Schmidt's direct phone number?

Monica Schmidt's direct phone number is (800) 664*****

What schools did Monica Schmidt attend?

Monica Schmidt attended Benedictine University, Depaul University.

What skills is Monica Schmidt known for?

Monica Schmidt has skills like Series 7, Financial Advisory, Wealth Management, Mutual Funds, Investments, Series 63, Investment Management, Crm, Retirement, Separately Managed Accounts, Series 65, Etfs.

Who are Monica Schmidt's colleagues?

Monica Schmidt's colleagues are Flloyd Rewa, Ethan Harro.

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