Verified recordFinancial Services

Wendy Schmidt

Senior Vice President, Institution Services at Lpl Financial

Based in San Francisco, United States

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Seniority

Department

General Business & Management

Location

San Francisco

Industry

Financial Services

Company size

14K

Contact information

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w•••••••@••••••.com

Phone

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Background

About Wendy Schmidt

Expertise selling products and services to financial institutions, Registered Investment Advisors (RIAs) and Broker-Dealers. Highly effective at building teams and leading cross functional teams from sales origination to launch. Problem solver known for streamlining complex processes. Helping firms grow through the harmonization of technology and business strategy, delivering excellence, and helping clients see around corners to anticipate the future, building strong trusted relationships. Specialties- Business Development - Relationship Management - Business Strategy - Large Enterprise Sales - Contract Negotiations - Developing Teams - Profitable Growth - Process Redesign - Broker Dealer Operations - Technical Sales, APIs and Implementations - Financial Services Ecosystem - Regulatory Compliance

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