Profile:  Financial services professional with 5 years of investment industry experience in search of a support role in the wealth management/financial planning field.  I am 7, 63, and life and health licensed.  I have completed CFP studies and am currently pursuing a CFA designation.  I possess strong analytical and communication skills, with an ability to see the big picture and an attention to detail.  I am an independent thinker and an incessant learner.

Mutual Fund Accountant                 2006 – 2008                    Minneapolis, MN                                  

Performed daily accounting and balancing for several funds
Reviewed and analyzed transactions for accuracy
Identified, researched, and corrected variances daily

 

Brokerage New Business Associate 2004 – 2006                    Minneapolis, MN                                  

Educated Field advisors on the benefits of brokerage accounts
Responsible for Select funds reject process
Processed Wrap, Brokerage, and Premier Products
Exceeded quality goals in all areas
   
Steak Knife Restaurant                 2002 – 2004                     Minneapolis, MN      
Restaurant and Bar Manager

Responsible for opening and closing establishment.
Ordered, maintained, and negotiated inventory delivery
Motivated employees with incentives to increase sales
Assisted in all aspects of daily operation
 
Schmitz Bros. Dairy Farm                1998 – 2002                   Springfield, MN     Dairy Herd Manager

Managed daily dairy operations
Performed general farm labor – field work
Responsible for nurturing and raising livestock

University of Minnesota, Carlson School of Management                       Minneapolis, MN
 

Degree: Finance - Bachelor of Science, Business    1998

Licenses/             Series 7, Series 63, and life/health licensed
Certificates:       Candidate for CFP certification – passed board in 2007
Level II CFA candidate
Computer Skills:  Microsoft Word, Excel, Morningstar workstation

Activities: 

   

Frassati Society of MN - 2008 VP / 2007 Cultural Chair; Summer Camp Counselor – RWU
    

Marathoner – Completed TC Marathon;

Volunteer - Minneapolis Life Care Center, Meals on Wheels, and People Serving People;

Delegate to 2008 MN GOP state convention;
FPA-MN Financial Literacy & Public Relations committee member – 2009;

CFA-MN Career Development committee member - 2009

Peter J. Schmitz

1877 North Ruby Ct, Eagan, MN 55122
Phone: (612) 201-5354
Email: pschmitz41@gmail.com