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.
