Kristen Schmidt

Kristen Schmidt Email and Phone Number

Technology Strategist | Speaker | Consultant @ RIA Oasis
wisconsin, united states
Kristen Schmidt's Location
Greater Milwaukee, United States
Kristen Schmidt's Contact Details

Kristen Schmidt work email

Kristen Schmidt personal email

n/a

Kristen Schmidt phone numbers

About Kristen Schmidt

Technology Strategist & Consultant to Registered Investment Advisory firms and industry leading technology companies.Speaker & Game-Changer promoting operational efficiencies. Leader in best practices.Builder of repeatable processes (WORKFLOWS!) through technology and integrations.TECH WE KNOW:CRM:• Redtail • Wealthbox• Practifi• Salesforce Financial Services Cloud• Salesforce FSC Lightening• Concenter/XLR8• Junxure (desktop & cloud)• Goldmine• Tamarac• Microsoft Dynamics• SmartOffice• InsightlyPORTFOLIO MANAGEMENT:• Orion• Black Diamond• Circle Black• Envestnet• Tamarac• Morningstar• Fidelity Wealthscape• Blueleaf•

Kristen Schmidt's Current Company Details
RIA Oasis

Ria Oasis

View
Technology Strategist | Speaker | Consultant
wisconsin, united states
Website:
riaoasis.com
Employees:
1
Kristen Schmidt Work Experience Details
  • Ria Oasis
    Founder |Tech Strategist & Consultant
    Ria Oasis Nov 2017 - Present
    Greater Milwaukee Area
    RIA Oasis is a technology Consulting Firm within the Financial Services Industry focused on creating defined efficiencies using purposeful technology initiatives. RIA Oasis prides itself on working with firms to maximize their use of technology while driving best practice & business growth
    View
  • Fidelity Investments
    Fidelity Operations Summit Conference Speaker
    Fidelity Investments Aug 2017 - Present
    Fidelity Operations Summit Conference Speaker 2017 & 2018Fidelity Investments is an independent company, unaffiliated with RIA Oasis.
    View
  • United Capital Financial Advisers, Llc
    Independent Consultant
    United Capital Financial Advisers, Llc Dec 2017 - Jul 2018
    View
  • My Virtual Coo
    Business Solutions Strategist
    My Virtual Coo Aug 2015 - Oct 2017
    Client Manager & StrategistTechnology: Research, Assess & Recommend based on business model & needsOptimization: Train firms on the use of tech & integrating systems for more efficient use of time and resourcesWorkflow/Process: Builder of customized workflows in CRM encompassing firm best practices & tech
    View
  • Interactive Advisory Software
    Implementation Project Manager
    Interactive Advisory Software Sep 2014 - Aug 2015
    Assessed, integrated and Implemented industry leading technology with RIA firms across the US. Data conversions, system training's, best practice implementation and new technology initiative built to help RIA firms grow.
  • Annex Wealth Management
    Operations Manager/Office Manager
    Annex Wealth Management 2005 - 2014
    Hybrid RIA Operations Management directing staff, technology & best practices. Oversight of business development, products/services, infrastructure, administration and technology implementations.
    View

Kristen Schmidt Skills

Project Management Process Improvement Business Strategy Financial Services Strategic Leadership Investment Advisory Management Portfolio Management Operations Management Crm Leadership Systems Implementation Team Management System Administration Asset Management Strategy Business Development Customer Relationship Management Establishing Processes Solution Implementation Office Administration Office Management Fiduciary Management Wealth Management Integration Relationship Management Training

Kristen Schmidt Education Details

Frequently Asked Questions about Kristen Schmidt

What company does Kristen Schmidt work for?

Kristen Schmidt works for Ria Oasis

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

Kristen Schmidt's current role is Technology Strategist | Speaker | Consultant.

What is Kristen Schmidt's email address?

Kristen Schmidt's email address is kr****@****ors.com

What is Kristen Schmidt's direct phone number?

Kristen Schmidt's direct phone number is +126278*****

What schools did Kristen Schmidt attend?

Kristen Schmidt attended Winona State University.

What are some of Kristen Schmidt's interests?

Kristen Schmidt has interest in Leadership, Family, Social Services, Children, Writing, Cooking, Economic Empowerment, Education, Reading, Arts And Culture.

What skills is Kristen Schmidt known for?

Kristen Schmidt has skills like Project Management, Process Improvement, Business Strategy, Financial Services, Strategic Leadership, Investment Advisory, Management, Portfolio Management, Operations Management, Crm, Leadership, Systems Implementation.

Not the Kristen Schmidt you were looking for?

  • Kristen S.

    Kristen S.
    Engaging Talent Through Inclusion And Education - Phr, Cdp
    Waterford, Mi
    2
    clevelandfoodbank.org, bw.edu
  • Kristen Schmidt

    Kristen Schmidt
    Columbus, Oh
    3
    sonwil.com, sonwil.com, hotmail.com

    1 +171694XXXXX

  • Kristen Schmidt

    Kristen Schmidt
    Atlanta, Ga
    2
    suntrust.com, suntust.com

    3 +177024XXXXX

  • Kristen Schmidt

    Kristen Schmidt
    Visionary Sales Leader | Data-Driven Decision-Maker | Ai & Emerging Technology Enthusiast | Building Scalable Growth Through Customer-Centric Strategies
    United States
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.