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Kristen Schmidt
Founder & President at RIA Oasis

Profile

Kristen Schmidt, is founder and president of RIA Oasis. She uncovers the real-time hurdles advisors face when it comes to technology, integrations and workflow building. As a technology strategist and speaker, Schmidt works directly with advisors and planners to assess, research and implement technology platforms. Her passion is uncovering business solutions by marrying tech with best practice initiatives. Schmidt’s career spans 15+ years in financial services, specializing in operational efficiencies related to technology and business infrastructure. She was the operations manager and COO of a now-billion dollar+ RIA based in the Midwest, where she spearheaded and implemented a proprietary tech platform while leading a full operations team in the process. Schmidt has spoken and presented around the U.S. as an agnostic, strategic partner to RIA firms, tech vendors, family offices, financial planning firms, consultants and custodians throughout the industry.

Agenda Sessions

  • Mergers, Acquisitions and Succession Planning: What You Need to Know to Succeed

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Speakers at this event