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 @ Equity Shift
View Department
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 @ Folio Institutional

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 @ Donaldson, Lufkin & Jenrette
1996 - 1997 Account Executive @ M.S. Farrell Holdings, Inc.

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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 2 emails and 1 mobile phone numbers on RocketReach.

Alan Smith Emails

Found 2 emails

Alan Smith Phone Numbers

Found 1 phone numbers

+1 917-848-XXXX

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Alan Smith

VP of Sales at Equity Shift

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Michael Podvin

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