Kristen Schmidt
Technology Strategist | Speaker | Consultant
- Role
- Founder Tech Strategist & Consultant at Ria Oasis
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Kristen Schmidt
Technology Strategist & Consultant to Registered Investment Advisory firms and industry…
Experience
Founder Tech Strategist & Consultant
Nov 2017 — Present · Milwaukee, WI, US
RIA Oasis is a technology Consulting Firm within the Financial Services Industry focused on creating defined efficiencies using purposeful technology initiatives. RIA Oasis prides itself on working with firms to maximize their use of technology while driving best practice & business growth
Skills
- Team Management
- Office Management
- Portfolio Management
- Financial Services
- Crm
- Establishing Processes
- Customer Relationship Management (Crm)
- Office Administration
- Process Improvement
- Leadership
- Business Development
- Wealth Management
- Operations Management
- Strategy
- Investment Advisory
- Project Management
- Business Strategy
- Integration
- Fiduciary Management
- Asset Management
- Relationship Management
- Solution Implementation
- Strategic Leadership
- Training
- Systems Implementation
- Management
- System Administration
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