Joel Schmitz
VP of Compliance at Belpointe Asset Management
- Role
- VP of Compliance at Fortis Capital Advisors
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
VP of Compliance
Dec 2021 — Present · Grand Rapids, MI, US
Education
University of Wisconsin-Madison
B.S.
1997 — 1999
Skills
- Sales Material Review
- Negotiation
- Variable Annuities
- Process Improvement
- Investment Advisory
- Compliance Officers
- Accountability
- Audits
- Series 63
- Collaborative Problem Solving
- Fixed Annuities
- Stocks
- Interpersonal Skills
- Mutual Funds
- Compliance
- 529 Plans
- Investment Advisory Ser
- Bonds
- Strategic Financial Planning
- Supervision
- Variable Universal Life Insurance
- Detached Branch Office Inspections
- Financial Services
- Customer Complaints
- Outside Business Activity Review
- Finra
- Talent Management
- Series 53
- Continuing Education
- Suitaibility
- Registered Investment Advisor
- Financial Planners
- Team Building
- Series 24
- Personal Development
- Special/Heightened Supervision
- Problem Solving
- E-Mail Surveillance
- Disability Insurance
- Long Term Care Insurance
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