Summary
Overview
Work History
Education
Skills
Websites
Work Availability
Timeline
Marc Schmidt

Marc Schmidt

Santa Monica,CA
Stopping advertising to save money is like stopping your watch to save time.
Henry Ford

Summary

Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills. Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

1
1
year of professional experience

Work History

Senior Advisor

Northwestern Mutual
01.2021 - 01.2022
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Reviewed healthcare insurance coverage and offered advice on supplemental health care plans.

Education

Bachelor of Arts - Economics

University OfWindsor, Windsor, ON
03.1993

Skills

  • Procurement Negotiations
  • Sales Expertise
  • Cash Handling
  • Resourceful Researching
  • Business Development
  • Impact Investing
  • Professional Relationships
  • Portfolio Retention
  • Asset Valuation
  • Alternative Financing
  • Wealth Management
  • Client Correspondence
  • Financial Services
  • Financial Advising
  • Leadership

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Senior Advisor - Northwestern Mutual
01.2021 - 01.2022
University OfWindsor - Bachelor of Arts, Economics
Marc Schmidt