Simon Schmidt

Simon Schmidt is an accomplished sales professional with extensive experience in asset management and financial services. Currently an Account Executive at portagon, Simon focuses on building partnerships within the private wealth and institutional sectors while driving sales for innovative asset management solutions. Previously, Simon held the role of Senior Sales Development Manager, where Simon enhanced strategic outreach efforts, targeting a new customer segment that significantly boosted pipeline volume. Other notable positions include Account Executive at Fisher Investments, where Simon acquired high-net-worth and institutional clients, and as a Senior Financial Advisor at tecis Finanzdienstleistungen AG, where Simon led a team in financial advisory and client acquisition. Simon's diverse background also includes experience in SaaS promotion at Sdui and managing club operations at INJOY, complemented by a solid foundation in communication and presentation skills gained from professional acting. Educational qualifications include a Bachelor in Sportökonomie and certifications in financial and insurance mediation.