Senior Vice President, Financial Institutions, At Cambridge Investment Research, Inc.
Current
Apr 2021 - Present
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Barry Schmidt Email & Phone Number
Senior Vice President, Financial Institutions, at Cambridge Investment Research, Inc.
at
Cambridge Investment Research, Inc.
1 work email found
@cir2.com
3 phones found area 310, 641, and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President, Financial Institutions, at Cambridge Investment Research, Inc.
Location
Phoenix, Arizona, United States
Who is Barry Schmidt? Overview
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Quick answer
Barry Schmidt is listed as Senior Vice President, Financial Institutions, at Cambridge Investment Research, Inc. at Cambridge Investment Research, Inc., based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at cir2.com, phone signal with area code 310, 641, 800, and a matched LinkedIn profile for Barry Schmidt.
Barry Schmidt previously worked as Senior Vice President Business Development at Cambridge Investment Research, Inc. and Senior Vice President, Succession and Acquisition Solutions at Cambridge Investment Research, Inc..
Company email context
Email format at Cambridge Investment Research, Inc.
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{first}.{last}@cir2.com
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AeroLeads found 1 current-domain work email signal for Barry Schmidt. Compare company email patterns before reaching out.
Profile bio
About Barry Schmidt
Experienced industry executive and business leader, with substantial sales, marketing, investment advisory and management experience at leading Broker/Dealers and Wealth Management Firms.Specialties: Passionate sales professional specializing in organic business development, recruiting, succession and continuity planning, consulting, program/platform development in financial institutions. Lead creation of programs offered to investment advisors via coordinated conferences, web-based conference calls, and personal presentations and group learning. Created, established and built teams around various Practice Management and Business Consulting solutions.
Listed skills include Strategy, Leadership, Risk Management, Thought Leadership, and 8 others.
Current workplace
Barry Schmidt's current company
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Cambridge Investment Research, Inc.
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9 roles · 43 years
Barry Schmidt work experience
A career timeline built from the work history available for this profile.
Senior Vice President Business Development
My current role allows me to focus on supporting our Advisors who seek to grow their businesses organically. Seeking more time to spend with clients, generating more qualified leads to speak with and deepening their relationships with their existing clients.
Jan 2019 - Apr 2021
Senior Vice President, Succession And Acquisition Solutions
Jun 2017 - Jan 2020
1St Vice President, Practice Management And Client Solutions
Results-oriented practice management executive known for developing and deploying creative strategies, tactics, and tools that enable financial advisors and asset managers to exceed their goals. Barry was responsible for the strategic direction of the practice management, tech consulting and client solutions teams, while growing firm’s revenue and client.
Sep 2010 - Jun 2016
Managing Director
Advisory Data Solutions, Llc.
We provide high-level customized strategic consulting services to leading financial industry broker-dealers and to their high-producing Advisors. Out team of analysts offers superior back & middle-office data solutions to Advisors, Wealth Managers and Family Offices. Additionally, ADS will consult your business and operations staff on practice management.
Jan 2006 - Jan 2015
Senior Vice President, Wealth Management
Directed all wealth management activities including: sales, marketing, accounting, due diligence, compliance and back office operations. Oversaw transition of Broker-dealer business from former firm to LPL Financial. Responsible for hiring, training and management of all licensed personnel in North America.
2006 - 2008
~2 yrs
Vice President
Oversaw management and expansion of $4.6 billion advisory business conducted by 3,000 registered representatives within network of four Broker/Dealers.Responsible for hiring, training and management of 16 direct and indirect reports who coordinated all aspects of third-party management programs. Supervised all aspects of implementation, operations and.
2004 - 2006
~2 yrs
Chief Marketing Officer
Associated Securities Corp.
Oversaw all sales, marketing and product development functions for Broker/Dealer and 350 registered representatives.Oversaw six direct and 15 indirect reports.Managed and implemented all corporate branding initiatives.Directed all retention and recruiting programs, including telephone outreach, direct mail campaigns and branch visits.Served on Executive.
Jan 1990 - Dec 2004
Vice President, Securities Sales Manager
First Empire Securities Corp
Responsible for execution of all institutional securities transactions.Developed and maintained relationships with correspondent brokerage firms. Trained sales staff of permissible securities product with emphasis on fixed income securities. Implemented business development plan to open new areas of business. Supported national sales staff on sales calls.
1983 - 1989
~6 yrs
FAQ
Frequently asked questions about Barry Schmidt
Quick answers generated from the profile data available on this page.
What company does Barry Schmidt work for?
Barry Schmidt works for Cambridge Investment Research, Inc..
What is Barry Schmidt's role at Cambridge Investment Research, Inc.?
Barry Schmidt is listed as Senior Vice President, Financial Institutions, at Cambridge Investment Research, Inc. at Cambridge Investment Research, Inc..
What is Barry Schmidt's email address?
AeroLeads has found 1 work email signal at @cir2.com for Barry Schmidt at Cambridge Investment Research, Inc..
What is Barry Schmidt's phone number?
AeroLeads has found 3 phone signal(s) with area code 310, 641, 800 for Barry Schmidt at Cambridge Investment Research, Inc..
Where is Barry Schmidt based?
Barry Schmidt is based in Phoenix, Arizona, United States while working with Cambridge Investment Research, Inc..
What companies has Barry Schmidt worked for?
Barry Schmidt has worked for Cambridge Investment Research, Inc., Advisory Data Solutions, Llc., Xerox, National Planning Holdings (Nph), and Associated Securities Corp..
How can I contact Barry Schmidt?
You can use AeroLeads to view verified contact signals for Barry Schmidt at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.
What skills is Barry Schmidt known for?
Barry Schmidt is listed with skills including Strategy, Leadership, Risk Management, Thought Leadership, Business Strategy, Strategic Planning, Team Building, and Coaching For Excellence.
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