Sarah M. Schmitz
Plus aucun poste en cours
Profil
Ms. Sarah M.
Schmitz is Vice President at TrueNorth, Inc. She joined TrueNorth in 2009.
She brings wealth of experience as a financial services professional working exclusively with corporate and institutional retirement plans.
Her professional background includes experience in client services, business development and creation of business development tools for advisors, marketing, consulting, plan provider due diligence, investment and plan reviews, and client relationship management.
Ms. Schmitz is a graduate of Wartburg College, Waverly IA, with a BS in Business Administration.
She holds the FINRA Series 7, 66 and 63 examinations for Registered Representatives, as well as Colorado Life and Variable Contracts licenses.
In addition, she is also employed by TrueNorth Securities, Inc., a wholly-owned broker-dealer subsidiary of TrueNorth, Inc.
Anciens postes connus de Sarah M. Schmitz
| Sociétés | Poste | Fin |
|---|---|---|
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Sales & Marketing | - |
Formation de Sarah M. Schmitz
| Wartburg College | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
