Wendy Schmidt
Senior Vice President, Institution Services at LPL Financial | San Francisco, California, United States
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Senior Vice President, Institution Services at LPL Financial in July 2020 to Present
Director - Senior Manager, Global Client Relationships at BNY Mellon | Pershing in October 2014 to January 2019
Director – Regional Manager, Sales & Relationship Management, National Client Relationships at BNY Mellon | Pershing in January 2009 to January 2014
Vice President at BNY Mellon | Pershing in October 2002 to January 2009
Vice President at ABN AMRO Clearing in January 1997 to January 2002
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The Wharton School, Security Industry Institute Program
Illinois Institute of Technology, Master's degree
Northern Illinois University, Bachelor's degree
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Business Relationship Management
Customer Success
Profitable Growth
Financial Services
Equities
Fixed Income
Investments
Options
Trading
Hedge Funds
Asset Managment
Strategic Planning
Business Development
Business Process Improvement
Continuous Improvement
Trading Systems
Contract Negotiation
API Integrations
FINRA
Prime Brokerage
Broker-Dealer
Securities Lending
Separately Managed Accounts
Business Growth Strategies
Simplifying the Complex
Growth Strategies
Series 7
Alternative Investments
Investment Advisory
Mutual Funds
Team Management
Wealth Management
C-Level Sales
C-Level Relationships
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Discover more about LPL FinancialWhat is Wendy Schmidt email address?
Email Wendy Schmidt at [email protected]. This email is the most updated Wendy Schmidt's email found in 2026.
How to contact Wendy Schmidt?
To contact Wendy Schmidt send an email to [email protected].
What company does Wendy Schmidt work for?
Wendy Schmidt works for LPL Financial
What is Wendy Schmidt's role at LPL Financial?
Wendy Schmidt is Senior Vice President, Institution Services
What is Wendy Schmidt's Phone Number?
Wendy Schmidt's phone (213) ***-*619
What industry does Wendy Schmidt work in?
Wendy Schmidt works in the Financial Services industry.
Wendy Schmidt Email Addresses
Wendy Schmidt Phone Numbers
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