Jennifer R. Schmidt
Jennifer is a Client Service Manager for CornerCap and is based in Orlando, FL. She provides comprehensive support to our clients. Her role is to ensure that each client receives superior service and that all of their account level needs are being met. She is also involved in account support services including researching and responding to client inquiries, processing account openings and transfers, account distributions and assisting in portfolio accounting and reporting. Jennifer's previous experience has given her in-depth industry knowledge and the ability to manage and resolve multi-faceted operational and service issues.
Prior to joining CornerCap in 2009, Jennifer served as a relationship specialist with Charles Schwab, providing investment advisory firms with one-on-one client service and operational efficiency training. Prior to Schwab, Jennifer worked as an associate advisor to the Branch Manager at Ziegler Wealth Management.
Jennifer received her bachelor's degree in Business Administration from the University of Florida. She held several licenses including FINRA Series 66, 7, 9/10 and 2-15 Life, Health and Annuities Insurance.