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 May 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 company 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
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{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 · 29 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 →
RB
Robert Bradley, Cfp®, Mba
Colleague at Lpl Financial
Endicott, New York, United States, United States
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DK
Denise Knox
Colleague at Lpl Financial
Charlotte Metro, United States
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HR
Hannah Rogers
Colleague at Lpl Financial
San Diego, California, United States, United States
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KC
Karen Campos
Colleague at Lpl Financial
York, South Carolina, United States, United States
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AM
Anthony Macias
Colleague at Lpl Financial
Glendora, California, United States, United States
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DB
Daniel Bezanson
Colleague at Lpl Financial
Gilmanton Ironworks, New Hampshire, United States, United States
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KW
Kelvin Weaver
Colleague at Lpl Financial
Atlanta, Georgia, United States, United States
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LG
Laura Gentry
Colleague at Lpl Financial
Denton, Texas, United States, United States
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MM
Michael Muhareb, Cfp®, Aif®
Colleague at Lpl Financial
Fresno, California, United States, United States
View →
AL
Andre’ Leake
Colleague at Lpl Financial
Memphis, Tennessee, United States, United States
View →
Robert Bradley, Cfp®, Mba
Colleague at Lpl Financial
Endicott, New York, United States, United States
View →
DK
Denise Knox
Colleague at Lpl Financial
Charlotte Metro, United States
View →
HR
Hannah Rogers
Colleague at Lpl Financial
San Diego, California, United States, United States
View →
KC
Karen Campos
Colleague at Lpl Financial
York, South Carolina, United States, United States
View →
AM
Anthony Macias
Colleague at Lpl Financial
Glendora, California, United States, United States
View →
DB
Daniel Bezanson
Colleague at Lpl Financial
Gilmanton Ironworks, New Hampshire, United States, United States
View →
KW
Kelvin Weaver
Colleague at Lpl Financial
Atlanta, Georgia, United States, United States
View →
LG
Laura Gentry
Colleague at Lpl Financial
Denton, Texas, United States, United States
View →
MM
Michael Muhareb, Cfp®, Aif®
Colleague at Lpl Financial
Fresno, California, United States, United States
View →
AL
Andre’ Leake
Colleague at Lpl Financial
Memphis, Tennessee, United States, 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 Robert Bradley, Cfp®, Mba, Denise Knox, Hannah Rogers, Karen Campos, and Anthony Macias.
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.
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