Alan Smith Email & Phone Number
VP of Sales @ Equity Shift
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Alan Smith Location
- Charlotte, NC, US
Alan Smith Work
- 2023 -now VP of Sales @
- 2020 -2023 Consultant - FinTech and Financial Services @ Guidepoint | Advintro | unitzXchange | Lightship Consulting
- 2007 -2019 Vice President, Institutional Sales (Regional Southeast Director) and National Retirement Consultant @
- 2006 -2007 Director of Institutional Sales @ BroadView Trading
- 2000 -2006 Vice President - Senior Corporate Relationship Manager, Institutional Brokerage Services @ Bank of Montreal, Harrisdirect (formerly CSFBdirect)
- 1998 -2000 Senior Compliance Analyst @ Credit Suisse First Boston, CSFBdirect (formerly DLJdirect)
- 1997 -1998 Junior Research Associate and Investor Services @
- 1996 -1997 Account Executive @
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 3 mobile phone numbers on RocketReach.
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