Jonathan Schmid
Defined Contribution Representative
- Role
- Defined Contribution Representative at Fidelity Investments
- Location
- Washington County, RI, US
- LinkedIn followers
- 500 followers
About Jonathan Schmid
A detail-oriented, self-motivated professional with extensive experience within the…
Experience
Defined Contribution Representative
Jul 2022 — Present · Smithfield, RI, US
Education
Levittown Memorial
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
1977 — 1983
SUNY Geneseo
BA, History
1983 — 1987
Skills
- Credit
- Branch Banking
- Mortgage Lending
- Team Leadership
- Financial Analysis
- Commercial Banking
- Coaching
- Leadership
- Mortgage Banking
- Change Management
- Budgets
- Finance
- Cross Selling
- Wealth Management
- Loan Origination
- Financial Services
- Executive Management
- Management
- Team Building
- Business Planning
- Loans
- Credit Cards
- Financial Risk
- Sales Management
- Relationship Management
- Marketing
- Banking
- Project Management
- Deposits
- Investments
- Customer Service
- Risk Management
- Customer Satisfaction
- Training
- New Business Development
- Analysis
- Consumer Lending
- Retail Banking
- Sales
- Commercial Lending
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