Monica Schmidt
Senior Wealth Strategy Associate
- Role
- Senior Wealth Strategy Associate at UBS
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Strategy Associate
Sep 2021 — Present · Westlake Village, CA, US
Education
Benedictine University
Bachelor of Arts, Communications, 2005
DePaul University
Financial Planning Certificate Program, 2010
Skills
- Series 6
- Investments
- Mutual Funds
- Asset Allocation
- Financial Advisory
- Retirement
- Portfolio Management
- Wealth Management
- Series 65
- Retirement Planning
- Finance
- Etfs
- Separately Managed Accounts
- Client Aquisition
- Securities
- Manage Client Expectations
- Investment Management
- Program Management
- Leadership
- Sales
- Series 63
- Crm
- Manage Client Relationships
- Fixed Annuities
- Series 7
- 401k
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