Stewart Schmidt, Cfp® Email & Phone Number

Uniontown, Oh, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

• Consistently provided prompt service, manage cash and payments, and maintained customer satisfaction• Deliver excellent customer relations, building and maintaining positive communication and professional relationships

Deland, Fl, Us

Effectively group managed a $5,000,000 AUM portfolio with a team using debt and equity securitiesPerformed advanced research and analysis across a variety of sectors, culminating in extensive and detailed reports and presentations.

Seattle, Wa, Us

Ormond Beach, Florida, Us

•Largest Jewish sleep away camp in the world.*•Input and Recorded nearly $1.2M in receivables on Visiting Day.•Coordinated with management staff using Financial Edge software to reconcile bank statements(Dime Bank Big Checks, Sweep Account,Small Checks,Wells Fargo, Pex)•Receipt purchase orders to match and reconcile multiple monthly credit card bills, and input invoices to prepare for the approval of manual checks by the Board of Directors.•Utilize Raiser’s Edge donor database, including changes in user’s accounts, gift entry and query analysis with the goal of providing current, consistent and accurate data.•Maintained and updated payroll using Paycom.

Greenwood Village, Co, Us

• Served as the cashier for employee dining and waiter for the formal Arizona Dining Room • Trusted to manage an allowance of a $600 bank to be counted and accounted for following each shift • Organizational and logistical tasks focused on providing key customer satisfaction at any cost

Canfield, Oh, Us