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Tammy Schmidt, Cfa Email & Phone Number

Senior Vice President, Fund Sponsor Consulting at Callan
Location: United States, United States, United States 6 work roles 1 school
2 work emails found @jpmorgan.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email t****@jpmorgan.com
LinkedIn Profile matched
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Current company
Callan
Role
Senior Vice President, Fund Sponsor Consulting
Location
United States, United States, United States
Company size
209 employees

Who is Tammy Schmidt, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Tammy Schmidt, Cfa is listed as Senior Vice President, Fund Sponsor Consulting at Callan, a company with 209 employees, based in United States, United States, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Tammy Schmidt, Cfa.

Tammy Schmidt, Cfa previously worked as Senior Vice President at Callan and Investment Specialist at J.P. Morgan Private Bank. Tammy Schmidt, Cfa holds Bachelor Of Business Administration (B.B.A.), Finance, General from Loyola College In Maryland.

Company email context

Email format at Callan

This section adds company-level context without repeating Tammy Schmidt, Cfa's masked contact details.

*@jpmorgan.com
71% confidence

AeroLeads found 2 current-domain work email signals for Tammy Schmidt, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Tammy Schmidt, Cfa

Tammy Schmidt, Cfa is a Senior Vice President, Fund Sponsor Consulting at Callan. She possess expertise in series 7, alternative investments, fixed income, equities, asset allocation and 7 more skills.

Listed skills include Series 7, Alternative Investments, Fixed Income, Equities, and 8 others.

Current workplace

Tammy Schmidt, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Callan
Callan
Senior Vice President, Fund Sponsor Consulting
san francisco, california, united states
Website
callan.com
Employees
209
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Company profile
View company profile Email format
6 roles

Tammy Schmidt, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Callan

Chicago, Illinois, United States

Mar 2024 - Present

Investment Specialist

J.P. Morgan Private Bank

Provide comprehensive wealth management, banking, and custody services and solutions for family offices and sophisticated families. Work with clients and prospects to understand client’s investment objectives and goals; develop investment policystatements, advise on asset allocation and manage clients' investment portfolios. Prepare and conduct quarterly.

Jan 2020 - Mar 2024

Investment Associate

J.P. Morgan Securities

New York, NY

Investment Associate for a top-producing client service, sales and trading team, serving the distinct needs of high-net-worth and ultra-high-net-worth individuals as well as institutional clients. Responsibilities include business planning and development, reporting for new and existing clients, and servicing clients by understanding their investment.

Feb 2015 - Dec 2016

Client Associate

J.P. Morgan Securities

New York, NY

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.

Jun 2010 - Jan 2015

Intern

Smith Barney Global Wealth Management

Davenport, Iowa Area

May 2006 - Aug 2009
Team & coworkers

Colleagues at Callan

Other employees you can reach at callan.com. View company contacts for 209 employees →

GK Gleb Koval Gleb Koval Colleague at Callan Dnipro, Dnipropetrovsk, Ukraine, Ukraine View → MI Munir Iman Munir Iman Colleague at Callan Oakland, California, United States, United States View → AM Anne Maloney Anne Maloney Colleague at Callan Greater Chicago Area, United States View → AB Aaron Birman Aaron Birman Colleague at Callan Bend, Oregon, United States, United States View → JN Jamal Narcisse Jamal Narcisse Colleague at Callan San Francisco, California, United States, United States View → AK Ashley Kahn, Caia Ashley Kahn, Caia Colleague at Callan San Francisco Bay Area, United States View → GC Gary Chang, Cfa Gary Chang, Cfa Colleague at Callan San Francisco, California, United States, United States View → RN Robert Nagel Robert Nagel Colleague at Callan Santa Cruz, California, United States, United States View → WE William Emmett William Emmett Colleague at Callan Atlanta, Georgia, United States, United States View → DM Deepali Mankar Deepali Mankar Colleague at Callan Indore, Madhya Pradesh, India, India View →
1 education record

Tammy Schmidt, Cfa education

FAQ

Frequently asked questions about Tammy Schmidt, Cfa

Quick answers generated from the profile data available on this page.

What company does Tammy Schmidt, Cfa work for?

Tammy Schmidt, Cfa works for Callan.

What is Tammy Schmidt, Cfa's role at Callan?

Tammy Schmidt, Cfa is listed as Senior Vice President, Fund Sponsor Consulting at Callan.

What is Tammy Schmidt, Cfa's email address?

AeroLeads has found 2 work email signals at @jpmorgan.com for Tammy Schmidt, Cfa at Callan.

Where is Tammy Schmidt, Cfa based?

Tammy Schmidt, Cfa is based in United States, United States, United States while working with Callan.

What companies has Tammy Schmidt, Cfa worked for?

Tammy Schmidt, Cfa has worked for Callan, J.P. Morgan Private Bank, J.P. Morgan Securities, and Smith Barney Global Wealth Management.

Who are Tammy Schmidt, Cfa's colleagues at Callan?

Tammy Schmidt, Cfa's colleagues at Callan include Gleb Koval, Munir Iman, Anne Maloney, Aaron Birman, and Jamal Narcisse.

How can I contact Tammy Schmidt, Cfa?

You can use AeroLeads to view verified contact signals for Tammy Schmidt, Cfa at Callan, including work email, phone, and LinkedIn data when available.

What schools did Tammy Schmidt, Cfa attend?

Tammy Schmidt, Cfa holds Bachelor Of Business Administration (B.B.A.), Finance, General from Loyola College In Maryland.

What skills is Tammy Schmidt, Cfa known for?

Tammy Schmidt, Cfa is listed with skills including Series 7, Alternative Investments, Fixed Income, Equities, Asset Allocation, Bloomberg, Securities, and Hedge Funds.

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