Trent Reimschisel, CFP ®QKA

Experience

• 

  Edward Jones

  Nov 1998 - Jan 2008

  Financial Advisor

  Focused on the creation and execution of personalized financial plans designed around stategic investment advise, cash flow analysis and individal insurance needs.* * Key Accomplishments: Developed and coordinated a team of four Financial Advisors to educate local business owners on business retirement plan regulations. Utilized relationship skills to build a solid client base and drive revenue growth. Developed and presented financial education seminars.

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  Oxford Financial Services

  Jan 2008 - Feb 2012

  Client Service Manager

  Client Service Manager* Key Accomplishments: Assisted high and ultra-high net worth clients with their investment needs through top-tier alternative investment managers in areas such as private equity partnerships, private real estate partnerships, hedge funds and pooled investment vehicles that go beyond the traditional asset classes. Performed role of client liaison, coordinating services with various outside advisors, including legal counsel, tax accountants, investment brokers and insurance agents. Coordinated the estate planning implementation for single and multi-generational families. Partnered with Oxford’s Family Office Services department in the development of estate flow charts and development of complex family solutions. Served on the technology advancement committee Show less

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  OneAmerica Financial Partners Inc.

  Jul 2013 - now

  Responsible for day-to-day relationship management and ultra pro-active, consultative servicing of employer sponsored retirement plans with upper tier clients. Responsibilities include: legislative-technical support; communication of the application of legislative issues affecting clients; ensuring that client needs and requests are timely addressed;and taking initiative to anticipate client needs. I coordinate resources to consistently exceed expectations for plan life-cycle events; documentation, and special projects delivered by supporting areas within the organization. Show less

  • Plan Manager - Premier Accounts

    Aug 2014 - now

  • Plan Service Consultant

    Jul 2013 - Aug 2014