Senior Vice President, Institution Services
Current
Jul 2020 - Present
AeroLeads people directory · profile
Wendy Schmidt Email & Phone Number
Senior Vice President, Institution Services at LPL Financial
at
LPL Financial
1 work email found
@lpl.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Institution Services at LPL Financial
Location
San Francisco, California, United States
Company size
Who is Wendy Schmidt? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Wendy Schmidt is listed as Senior Vice President, Institution Services at LPL Financial at LPL Financial, a with 7900 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Wendy Schmidt.
Wendy Schmidt previously worked as Senior Vice President, Institution Services at Lpl Financial and Director - Senior Manager, Global Client Relationships at Bny Mellon | Pershing. Wendy Schmidt holds Master'S Degree, Financial Markets And Trading from Illinois Institute Of Technology.
Company email context
Email format at LPL Financial
This section adds company-level context without repeating Wendy Schmidt's masked contact details.
{first}.{last}@lpl.com
89% confidence
AeroLeads found 1 current-domain work email signal for Wendy Schmidt. Compare company email patterns before reaching out.
Profile bio
About Wendy Schmidt
Expertise selling products and services to financial institutions, Registered Investment Advisors (RIAs) and Broker-Dealers. Highly effective at building teams and leading cross functional teams from sales origination to launch. Problem solver known for streamlining complex processes.Helping firms grow through the harmonization of technology and business strategy, delivering excellence, and helping clients see around corners to anticipate the future, building strong trusted relationships. Specialties: - Business Development- Relationship Management- Business Strategy- Large Enterprise Sales- Contract Negotiations- Developing Teams- Profitable Growth- Process Redesign-
Listed skills include Securities, Series 7, Series 24, Equities, and 11 others.
Current workplace
Wendy Schmidt's current company
Company context helps verify the profile and gives searchers a useful next step.
Lpl Financial
5 roles · 30 years
Wendy Schmidt work experience
A career timeline built from the work history available for this profile.
Director - Senior Manager, Global Client Relationships
Led a team of Relationship Managers and Account Managers located across the United States. Worked with CXOs of financial intermediaries on business strategy and technology solutions. Helped clients grow their businesses through cross selling of BNY Mellon products and services.
Oct 2014 - Jan 2019
Director – Regional Manager, Sales & Relationship Management, National Client Relationships
Provided relationship management and business development leadership. Consulted with executives and leaders of financial intermediaries on market trends, business opportunities, and technology. Provided insight on segment trends helping them grow their business. Led the San Francisco sales and relationship management team.
2009 - 2014
~5 yrs
Vice President
Vice President, Senior Relationship Manager, National Client Relationships Vice President, Relationship Manager, National Client RelationshipsVice President, Account Manager, National Client Relationships
Oct 2002 - 2009
Vice President
1997 - 2002
~5 yrs
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
TM
Tj Murray
Colleague at Lpl FinancialValley Center, California, United States
View →
KD
Kelly Davis
Colleague at Lpl FinancialKansas City, Kansas, United States
View →
AR
Akhila Reddy
Colleague at Lpl FinancialBentonville, Arkansas, United States
View →
RE
Raymond Evon
Colleague at Lpl FinancialLa Mesa, California, United States
View →
BM
Brian Moquin
Colleague at Lpl FinancialCharlotte Metro, United States
View →
DT
Dawn Toney
Colleague at Lpl FinancialCharlotte Metro, United States
View →
DL
Diana L. Bobka
Colleague at Lpl FinancialGolden, Colorado, United States
View →
BR
Brett Rowe, Cfp®
Colleague at Lpl FinancialSan Diego, California, United States
View →
ML
Michael Lujan
Colleague at Lpl FinancialSan Diego, California, United States
View →
JK
Joanna Knouse-Charney
Colleague at Lpl FinancialHarrisburg, Pennsylvania, United States
View →
Tj Murray
Colleague at Lpl FinancialValley Center, California, United States
View →
KD
Kelly Davis
Colleague at Lpl FinancialKansas City, Kansas, United States
View →
AR
Akhila Reddy
Colleague at Lpl FinancialBentonville, Arkansas, United States
View →
RE
Raymond Evon
Colleague at Lpl FinancialLa Mesa, California, United States
View →
BM
Brian Moquin
Colleague at Lpl FinancialCharlotte Metro, United States
View →
DT
Dawn Toney
Colleague at Lpl FinancialCharlotte Metro, United States
View →
DL
Diana L. Bobka
Colleague at Lpl FinancialGolden, Colorado, United States
View →
BR
Brett Rowe, Cfp®
Colleague at Lpl FinancialSan Diego, California, United States
View →
ML
Michael Lujan
Colleague at Lpl FinancialSan Diego, California, United States
View →
JK
Joanna Knouse-Charney
Colleague at Lpl FinancialHarrisburg, Pennsylvania, United States
View →
3 education records
Wendy Schmidt education
Master'S Degree, Financial Markets And Trading
Bachelor'S Degree, Business Administration And Management, General
Security Industry Institute Program
FAQ
Frequently asked questions about Wendy Schmidt
Quick answers generated from the profile data available on this page.
What company does Wendy Schmidt work for?
Wendy Schmidt works for LPL Financial.
What is Wendy Schmidt's role at LPL Financial?
Wendy Schmidt is listed as Senior Vice President, Institution Services at LPL Financial at LPL Financial.
What is Wendy Schmidt's email address?
AeroLeads has found 1 work email signal at @lpl.com for Wendy Schmidt at LPL Financial.
Where is Wendy Schmidt based?
Wendy Schmidt is based in San Francisco, California, United States while working with LPL Financial.
What companies has Wendy Schmidt worked for?
Wendy Schmidt has worked for Lpl Financial, Bny Mellon | Pershing, and Abn Amro Clearing.
Who are Wendy Schmidt's colleagues at LPL Financial?
Wendy Schmidt's colleagues at LPL Financial include Tj Murray, Kelly Davis, Akhila Reddy, Raymond Evon, and Brian Moquin.
How can I contact Wendy Schmidt?
You can use AeroLeads to view verified contact signals for Wendy Schmidt at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Wendy Schmidt attend?
Wendy Schmidt holds Master'S Degree, Financial Markets And Trading from Illinois Institute Of Technology.
What skills is Wendy Schmidt known for?
Wendy Schmidt is listed with skills including Securities, Series 7, Series 24, Equities, Series 63, Prime Brokerage, Fixed Income, and Finra.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Wendy Schmidt you were looking for.
Wendy Schmidt
5 email domains
Wendy Schmidt
6 email domains
Wendy Schmidt
1 email domain
Wendy Schmidt
1 email domain