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Kristen Schmidt

Kristen Schmidt

As Founder of RIA Oasis, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations & workflow building.  As a Technology Strategist & Speaker, Kristen works directly with advisors & planners to assess, research, & implement technology platforms.  Her passion is uncovering business solutions by marrying tech with best practice initiatives.

Kristen Schmidt’s industry experience includes:  2018 Fidelity Institutional Operations Summit speaker, TD Ameritrade Institutional Operations Panel member,  Billion+ AUM firm COO, leading tech company partner and much more.

Connect with Kristen on LinkedIn and learn more here.