Dana Schmidt
Compliance Officer at Microplace, Inc.
Profile
Dana Schmidt is currently the Chief Compliance Officer at Microplace, Inc. Previously, she held positions as Principal at Morgan Stanley and Montgomery Asset Management Corp.
She also served as the Chief Compliance Officer at LOYAL3 Holdings, Inc. Schmidt holds an MBA from Duke University and an undergraduate degree from Haverford College.
Dana Schmidt active positions
| Companies | Position | Start |
|---|---|---|
Microplace, Inc.
 Microplace, Inc. Internet Software/ServicesTechnology Services Microplace, Inc. provides online investment brokerage services. The firm offers income, poverty, and health insurance coverage. The company was founded in 2006 by Tracey Pettengil Turner and is headquartered in San Jose, CA | Compliance Officer | 2014-07-29 |
Former positions of Dana Schmidt
| Companies | Position | End |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | - |
LOYAL3 Holdings, Inc.
 LOYAL3 Holdings, Inc. Internet Software/ServicesTechnology Services LOYAL3 Holdings, Inc. operates as a brokerage company. The firm through its subsidiaries provides a web and social media platform for public companies to sell their customer stock ownership plans directly to customers. The company was founded in 2012 and is headquartered in San Francisco, CA. | Compliance Officer | - |
Montgomery Asset Management Corp.
 Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | Corporate Officer/Principal | - |
Training of Dana Schmidt
| Duke University | Masters Business Admin |
| Haverford College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 3 |
|---|---|
Microplace, Inc.
Microplace, Inc. Internet Software/ServicesTechnology Services Microplace, Inc. provides online investment brokerage services. The firm offers income, poverty, and health insurance coverage. The company was founded in 2006 by Tracey Pettengil Turner and is headquartered in San Jose, CA | Technology Services |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | Finance |
LOYAL3 Holdings, Inc.
LOYAL3 Holdings, Inc. Internet Software/ServicesTechnology Services LOYAL3 Holdings, Inc. operates as a brokerage company. The firm through its subsidiaries provides a web and social media platform for public companies to sell their customer stock ownership plans directly to customers. The company was founded in 2012 and is headquartered in San Francisco, CA. | Technology Services |
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