Barbara Wismer

About Barbara Wismer

Engaging, analytical, results oriented listened broker and Corporate FP & A professional with a proven track record of exceeding expectations. With thirteen years of professional experience working for a diverse group of companies ranging in size from start-ups to Fortune 100; across industries including Financial Services, Telecom, Pharma, Healthcare, and Management Consulting. I feel fortunate to have worked with and learned from high performing teams and industry leaders. Committed to lifelong learning with a passion for serving others, started my career in corporate finance then followed my passion for customers and interest in medical science to pursue a career in health care. I completed Bachelor and Graduate degree programs in Business and Science, including all medical school coursework and clinical rotations. I look forward to leveraging my expertise and collective set of education, experience, and passion for serving customers to create value, and continue to grow personally and professionally. Key Skills Summary- Series 63 & 7 Securities Industry Licensed - 2021 - Certified Corporate FP & A Analyst - 2020 - Microsoft Office Suite: Advanced Excel and PowerPoint, some SPSS, Access, & Tableau - Financial Modeling, Long-Range Planning, Budgeting & Forecasting, Valuations - Direct Customer Sales & Service, Active Trader (Financial Services Industry), Patient Care (EMT & Med School Clinical Rotations)- Demonstrated compassionate engagement with customers, patients, and care givers through vulnerable situations Below features recent projects, training, and certifications in pursuit of lifelong learning.

Experience

1. Trader Solutions Specialist

   Charles Schwab

   Aug 2023 — Present

Education

• University of Colorado Boulder - Leeds School of Business

  Bachelor of Science (B.S.)

  1990 — 1994

• Rutgers Business School

  Master of Business Administration (MBA)

  2015 — 2018

• Rutgers University

  Bachelor of Arts (B.A.)

  2004 — 2007