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Jeremy Schmidt, CFP®, RICP®, AWMA®
Global Client Director at LinkedIn
Jeremy Schmidt is a financial professional holding several designations including Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), and Accredited Wealth Management Advisor (AWMA®). He serves as a Senior Manager in Organizational Change Management at RBC Wealth Management, where he focuses on enhancing organizational effectiveness and managing transitions within the company.
His expertise lies in integrating financial planning with organizational strategies to improve client outcomes and employee engagement. Schmidt's background includes extensive experience in financial services, where he leverages his certifications to provide comprehensive financial advice and retirement planning solutions.
For further details about his professional journey and contributions, you can find his profile on LinkedIn under the username jeremyaschmidt.