Heidi Schmidt

Heidi Schmidt

Senior Regional Manager, Schwab Wealth Advisory™
Dallas, Texas, United States

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Work Experience

Charles Schwab

Senior Regional Manager, Schwab Wealth Advisory

2019-05-01 - Present

USAA

Regional Consultant - Financial Planning

2017-04-01 - 2019-04-01

Edward Jones

Financial Advisor

2001-09-01 - 2002-12-01

American Express Financial Advisors

Financial Advisor

1999-08-01 - 2001-09-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English