Eric Schmidling
Oversight & Engagement Consultant
- Role
- Field Engagement Consultant at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Eric Schmidling
Experienced financial services professional with years of experience driving results in…
Experience
Field Engagement Consultant
Dec 2021 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Milwaukee
Master of Business Administration (MBA), Investment Management
2006 — 2008
University of Wisconsin-Madison
Bachelor of Applied Science (B.A.Sc.), Zoology/Animal Biology
1993 — 1999
Skills
- Mutual Funds
- Retirement Planning
- Finance
- Customer Service
- Insurance
- Investments
- Project Management
- Account Management
- Account Reconciliation
- Investment Management
- Financial Reporting
- Customer Acquisition
- Customer Retention
- Retirement
- Financial Services
- Training
- Portfolio Management
- Accounting
- 401k
- Management
- Investment Trading
- Financial Audits
- 401k Recordkeeping
- Software Project Management
- Financial Analysis
- Budgets
- Tpa
- Securities
- Strategic Financial Planning
- Financial Planning
- Process Improvement
- Model Portfolio Management
- Third Party Administration
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