Alan Smith Email & Phone Number
VP of Sales @ Equity Shift
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Alan Smith Location
- Charlotte, NC, US
Alan Smith Work
- VP of Sales @ (January 2023 - Present)
- Consultant - FinTech and Financial Services @ Guidepoint | Advintro | unitzXchange | Lightship Consulting (March 2020 - January 2023)
- Vice President, Institutional Sales (Regional Southeast Director) and National Retirement Consultant @ (July 2007 - September 2019)
- Director of Institutional Sales @ BroadView Trading (October 2006 - March 2007)
- Vice President - Senior Corporate Relationship Manager, Institutional Brokerage Services @ Bank of Montreal, Harrisdirect (formerly CSFBdirect) (July 2000 - July 2006)
- Senior Compliance Analyst @ Credit Suisse First Boston, CSFBdirect (formerly DLJdirect) (June 1998 - July 2000)
- Junior Research Associate and Investor Services @ (July 1997 - June 1998)
- Account Executive @ (September 1996 - July 1997)
Alan Smith Education
- University of South Carolina
BA (Business/Political Science)
1992-1996 - New Milford High School 1988-1992
Alan Smith Summary
- Alan Smith, based in Charlotte, NC, US, is currently a VP of Sales at Equity Shift. Alan Smith brings experience from previous roles at Guidepoint | Advintro | unitzXchange | Lightship Consulting, Folio Institutional, BroadView Trading and Bank of Montreal, Harrisdirect (formerly CSFBdirect). Alan Smith holds a 1992 - 1996 BA in Business/Political Science @ University of South Carolina. Alan Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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