Stephen Schmitt

Stephen Schmitt Email and Phone Number

Senior Manager, Business Strategy @ Charles Schwab
Chicago, IL, US
Stephen Schmitt's Location
Chicago, Illinois, United States, United States
Stephen Schmitt's Contact Details
About Stephen Schmitt

Financial professional with 6+ years experience currently serving as a Senior Client Experience Manager on the the Mutual Fund, ETF, and 529 platform team at Charles Schwab.

Stephen Schmitt's Current Company Details
Charles Schwab

Charles Schwab

View
Senior Manager, Business Strategy
Chicago, IL, US
Website:
schwab.com
Employees:
33019
Stephen Schmitt Work Experience Details
  • Charles Schwab
    Senior Manager, Business Strategy
    Charles Schwab
    Chicago, Il, Us
  • Charles Schwab
    Senior Manager, Product Management
    Charles Schwab May 2022 - Present
    Chicago, Illinois, United States
    Senior Product Manager for the Mutual Fund, ETF, and 529 Offer Management team.
  • Morningstar
    Product Manager, Data Products
    Morningstar Dec 2019 - Apr 2022
    Chicago
  • Morningstar
    Customer Success Manager
    Morningstar Sep 2018 - Dec 2019
    Greater Chicago Area
    Help Morningstar's institutional clients achieve success by optimizing the integration of our institutional data and software products.
  • Morningstar
    Associate Customer Success Manager
    Morningstar Sep 2017 - Sep 2018
    Greater Chicago Area
  • Morningstar
    Marketing Associate
    Morningstar Sep 2016 - Sep 2017
    Chicago
    Marketing Associate for the Asset Management Segment as part of the Morningstar Development Program. Designed, managed and implemented Morningstar's Regulation Marketing campaign for Asset Managers. Organized the 2017 Morningstar Global Exchange which hosted over 15 global finance leaders.
  • Morningstar
    Product Consultant
    Morningstar Sep 2015 - Sep 2016
    Chicago Il
    Product Consultant for the Commodities and Energy department at Morningstar.
  • Nalcap
    English Language Assistant
    Nalcap Sep 2014 - May 2015
    Villanueva De La Serena, Spain
    - Assisted English language classes in two primary schools located in Villanueva de la Serena- Planned interactive lessons to develop English listening and speaking skills in 4th, 5th and 6th grade Spanish students- Fostered cultural understanding between Spain and the United States- Developed Spanish language skills through year-long immersion experience
  • Lincoln Financial Group
    Intern
    Lincoln Financial Group Jun 2013 - Aug 2013
    Radnor, Pennsylvania
    - Analyzed drivers of Retirement Consultants’ sales impacting future hiring and incentivizing- Developed a retention rate with the Finance department for fund assets and analyzed proposed compensation changes- Worked with 5 other interns to develop and present an internship marketing strategy
  • The Art Institute Of Chicago
    Marketing Intern
    The Art Institute Of Chicago Jun 2012 - Aug 2012
    Chicago, Il
    - Analyzed and optimized Google Adwords account; increased campaign impressions by 71% - Compiled yearly visitor demographics and made recommendations for future target markets- Initiated contact with local universities and distributed promotions to over 5500 students- Developed online content featured on the museum’s blog and staff newsletters

Stephen Schmitt Skills

Public Speaking Microsoft Office Microsoft Excel Research Sales Marketing Negotiation Residential Homes Account Management Real Estate Leadership Listings Inventory Management Analysis Investment Properties Contract Negotiation Management First Time Home Buyers Relocation Single Family Homes Sellers Short Sales Buyer Representation Referrals Property Management Real Estate Transactions New Home Sales Commercial Real Estate Selling Investors Foreclosures Condos Luxury Buyers Qualifying Prospects Real Estate Investment

Stephen Schmitt Education Details

Frequently Asked Questions about Stephen Schmitt

What company does Stephen Schmitt work for?

Stephen Schmitt works for Charles Schwab

What is Stephen Schmitt's role at the current company?

Stephen Schmitt's current role is Senior Manager, Business Strategy.

What is Stephen Schmitt's email address?

Stephen Schmitt's email address is st****@****tar.com

What schools did Stephen Schmitt attend?

Stephen Schmitt attended Wake Forest University.

What are some of Stephen Schmitt's interests?

Stephen Schmitt has interest in Children.

What skills is Stephen Schmitt known for?

Stephen Schmitt has skills like Public Speaking, Microsoft Office, Microsoft Excel, Research, Sales, Marketing, Negotiation, Residential Homes, Account Management, Real Estate, Leadership, Listings.

Who are Stephen Schmitt's colleagues?

Stephen Schmitt's colleagues are Subramanyan Narayana, Dave Hiatt, Cfp®, Larah Torres, Caeden Webster, John Do, Kayla Metcalfe, Jennifer Feick Small.

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