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Kristen Schmidt Email & Phone Number
Founder |Tech Strategist and Consultant
at
RIA Oasis
1 work email found
@riaoasis.com
1 phone found area 262
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder |Tech Strategist and Consultant
Location
Greater Milwaukee, United States, United States
Company size
Who is Kristen Schmidt? Overview
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Quick answer
Kristen Schmidt is listed as Founder |Tech Strategist and Consultant at RIA Oasis, a company with 1 employees, based in Greater Milwaukee, United States, United States. AeroLeads shows a work email signal at riaoasis.com, phone signal with area code 262, and a matched LinkedIn profile for Kristen Schmidt.
Kristen Schmidt previously worked as Founder |Tech Strategist & Consultant at Ria Oasis and Fidelity Operations Summit Conference Speaker at Fidelity Investments. Kristen Schmidt studied at Winona State University.
Company email context
Email format at RIA Oasis
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{first_initial}{last}@riaoasis.com
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AeroLeads found 1 current-domain work email signal for Kristen Schmidt. Compare company email patterns before reaching out.
Profile bio
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•
Listed skills include Project Management, Process Improvement, Business Strategy, Financial Services, and 23 others.
Current workplace
Kristen Schmidt's current company
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Ria Oasis
7 roles · 21 years
Kristen Schmidt work experience
A career timeline built from the work history available for this profile.
Founder |Tech Strategist & Consultant
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
Fidelity Operations Summit Conference Speaker
Fidelity Operations Summit Conference Speaker 2017 & 2018Fidelity Investments is an independent company, unaffiliated with RIA Oasis.
Independent Consultant
Dec 2017 - Jul 2018
Business Solutions Strategist
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
Aug 2015 - Oct 2017
Implementation Project Manager
Interactive Advisory Software
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.
Sep 2014 - Aug 2015
Operations Manager/Office Manager
Hybrid RIA Operations Management directing staff, technology & best practices. Oversight of business development, products/services, infrastructure, administration and technology implementations.
2005 - 2014
~9 yrs
1 education record
Kristen Schmidt education
FAQ
Frequently asked questions about Kristen Schmidt
Quick answers generated from the profile data available on this page.
What company does Kristen Schmidt work for?
Kristen Schmidt works for RIA Oasis.
What is Kristen Schmidt's role at RIA Oasis?
Kristen Schmidt is listed as Founder |Tech Strategist and Consultant at RIA Oasis.
What is Kristen Schmidt's email address?
AeroLeads has found 1 work email signal at @riaoasis.com for Kristen Schmidt at RIA Oasis.
What is Kristen Schmidt's phone number?
AeroLeads has found 1 phone signal(s) with area code 262 for Kristen Schmidt at RIA Oasis.
Where is Kristen Schmidt based?
Kristen Schmidt is based in Greater Milwaukee, United States, United States while working with RIA Oasis.
What companies has Kristen Schmidt worked for?
Kristen Schmidt has worked for Ria Oasis, Fidelity Investments, United Capital Financial Advisers, Llc, My Virtual Coo, and Interactive Advisory Software.
How can I contact Kristen Schmidt?
You can use AeroLeads to view verified contact signals for Kristen Schmidt at RIA Oasis, including work email, phone, and LinkedIn data when available.
What schools did Kristen Schmidt attend?
Kristen Schmidt studied at Winona State University.
What skills is Kristen Schmidt known for?
Kristen Schmidt is listed with skills including Project Management, Process Improvement, Business Strategy, Financial Services, Strategic Leadership, Investment Advisory, Management, and Portfolio Management.
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