Monica Schmidt
About Monica Schmidt
Monica Schmidt is a Senior Wealth Strategy Associate at UBS, with a background in financial services that includes roles at J.P. Morgan, AssetMark, and One Capital Management. She holds a Bachelor of Arts in Communications from Benedictine University and a Financial Planning Certificate from DePaul University.
Current Role at UBS
Monica Schmidt serves as a Senior Wealth Strategy Associate at UBS, a position she has held since 2021. Based in Westlake Village, California, she focuses on providing strategic wealth management solutions to clients. Her role involves collaborating with clients to understand their financial goals and developing tailored strategies to meet those objectives.
Previous Experience at J.P. Morgan
Monica Schmidt worked at J.P. Morgan as a Private Banker from 2020 to 2021. During her tenure in Westlake Village, California, she provided personalized banking services and financial advice to high-net-worth clients. This role contributed to her extensive experience in wealth management and client relations.
Experience at AssetMark
Prior to her role at J.P. Morgan, Monica Schmidt was employed at AssetMark as a National Consultant from 2008 to 2018. Over the course of ten years, she developed expertise in investment strategies and client engagement, enhancing her skills in financial consulting and advisory services.
Education and Certifications
Monica Schmidt earned a Bachelor of Arts in Communications from Benedictine University in 2005. She furthered her education by completing the Financial Planning Certificate Program at DePaul University in 2010. These academic credentials provide her with a solid foundation in both communication and financial planning.
Career Path Overview
Monica Schmidt's career includes significant roles in various financial institutions. She served as a Financial Advisor at U.S. Bancorp Investments, Inc. from 2005 to 2008, followed by a position as Director at One Capital Management, LLC from 2018 to 2020. This diverse experience has equipped her with a comprehensive understanding of wealth management and financial advisory services.