Liam Belas
BBA
Shared Executive Assistant
As a Shared Executive Assistant at The Schmidt Investment Group, Liam supports both the Operations and Wealth Strategy Groups in managing their schedules, assisting with communication to clients, and offering a helping hand wherever needed to ensure a smooth and positive client experience.
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INDUSTRY EXPERIENCE:
Liam's background is rooted in the food service industry, where he developed strong customer service skills and a passion for building connections. He now brings that experience with him into wealth management, supporting both clients and the team with care and professionalism.
DESIGNATIONS & DEGREES:
Liam holds a Bachelor of Business Administration with a focus in Finance.
VOLUNTEERING
Liam has volunteered with Ronald McDonald House, supporting families during challenging times, and has also contributed his time to the local Food Bank in the past.
OUTSIDE THE OFFICE:
In his spare time, Liam enjoys immersing himself in fantasy stories, whether through books or audiobooks. He also spends time working on his computer, staying active outdoors, and cherishing moments with his loved ones while maintaining a health, active lifestyle.
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