Chevy Chase Trust
Michael Kleinschmidt, MBA, currently serves as an Employee Onboarding Specialist at Chevy Chase Trust since March 2015, where responsibilities include developing training programs and materials, leading seminars, and enhancing knowledge of various systems. Previous roles at Chevy Chase Trust included Vice President, Assistant Vice President, Senior Trust Officer, Trust Officer, and Trust Associate, where achievements encompassed modernizing account opening processes and coaching team members on new products. Prior experience includes positions such as Client Services Manager at SunTrust Bank and Assistant Branch Manager at Chase, where Michael contributed significantly to sales increases and client satisfaction. Michael's educational background includes an MBA from the University of Maryland and a Bachelor's in Secondary Education from the University of Arizona.
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Chevy Chase Trust
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.