Bryce Schmit
Fort Worth,TX
Summary
Dynamic professional with a robust background in real estate and finance. Excelled in roles requiring investment knowledge and superior negotiation skills. Proven track record of fostering client relationships and driving business growth through strategic marketing and sales initiatives. Looking to leverage skills and experience to reach and extend the team/company's goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Real Estate Wholesaler
Self Employed
12.2023 - Current
- Located and contacted motivated property sellers via a multitude of marketing channels including door-knocking, cold calling, bandit signs, and reverse driving for dollars.
- Met with sellers to understand their needs/motivation, and negotiate a fair contract for the property.
- Established relationship with end-buyers (flippers/ landlords) and sell the contract acquired from motivated seller.
- Maintained a database of warm leads and end-buyers with consistent outreach to both.
Business Development Representative
Capital Title of Texas
06.2024 - 11.2024
- Networked among local real estate professionals to develop leads and generate business.
- Created new relationships between clients and specialized loan officers, mortgage lenders, and lawyers
- Maintained and developed client relationships via marketing assistance and brokered buyer/seller relationships
- Leveraged prior Real Estate experience to create new business
Relationship Manager
Fidelity Investments
11.2022 - 11.2023
- Met with and discussed financial plans related to investment accounts and other assets within the Fidelity umbrella.
- Made contact with and solicited individuals who crossed the monetary threshold to be added to a financial advisor's book of business.
- Opened and funded retirement and non-retirement brokerage accounts for new clients.
High Net Worth Trader
Fidelity Investments
04.2022 - 11.2022
- Received inbound market trade requests from high net worth (above $250k net assets) individuals and provided additional instructions for self proficiency.
- Assisted clients with brokerage account maintenance including funding, cash transfers, asset transfers, opening and closing accounts, and familial access.
Customer Relations Advocate
Fidelity Investments
12.2021 - 04.2022
- Received inbound calls from Fidelity clients/prospects for anything from general investing inquiries to margin/option trading.
- Made referrals to local financial advisors based on potential clients needs.
- Directed and introduced clients to other Fidelity personnel outside my expertise
Education
BBA - Supply Chain And Operations Management
Texas A&M University
College Station, TX12-2021
Skills
- Retirement planning
- Investment advise
- Budget analysis
- CRM proficiency
- SAP Concur
- Marketing - cold calling, door-knocking, web-based PPC
- Sales and Negotiation
- Customer service
Certification
- SIE
- Series 7
- Series 63
- Series 66
Timeline
Business Development Representative
Capital Title of Texas
06.2024 - 11.2024
Real Estate Wholesaler
Self Employed
12.2023 - Current
Relationship Manager
Fidelity Investments
11.2022 - 11.2023
High Net Worth Trader
Fidelity Investments
04.2022 - 11.2022
Customer Relations Advocate
Fidelity Investments
12.2021 - 04.2022
BBA - Supply Chain And Operations Management
Texas A&M University
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