Advyzon
Jeffrey Schmidt's work experience starts in 2012 as an Associate at Kohl's Department Stores, where they worked until 2014. In 2014, they also interned at Global Protection for a brief period. From 2015 to 2016, Schmidt worked as a Customer Service Representative at Lowes Home Improvement. In 2017, they joined Zack Investment Research as a Junior Client Relationship Manager, where they managed financial advisor clients, led conference calls, and created educational webinars. Since 2018, Schmidt has been with Advyzon | yHLsoft, Inc. as a Client Success Manager, where they help financial advisors and startup firms use their CRM platform effectively and ensures that all clients receive the necessary support and follow-up.
Jeffrey Schmidt attended Cary-Grove Community High School from 2008 to 2012, although no specific degree or field of study is mentioned. Subsequently, from 2012 to 2017, they pursued a Bachelor's Degree in Finance with a minor in Philosophy at Iowa State University.