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Kristen Schmidt
Founder & President at RIA Oasis

Profile

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

Kristen’s career spans over 15 years in financial services, specializing in operational efficiencies related to technology & business infrastructure. Kristen was the Operations Manager and COO of a now billion dollar+ RIA based in the Midwest where she spearheaded & implemented a proprietary tech platform while leading a full operations team in the process. Kristen has spoken & presented around the US as an agnostic, strategic partner to RIA firms, tech vendors, family offices, Financial Planning firms, Consultants & Custodians throughout the industry. 

Agenda Sessions

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

    2:40am