Allen Smith Email & Phone Number
Executive Vice President @ First Bank (FBNC)
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Allen Smith Location
- Durham, NC, US
Allen Smith Work
- 2011 -now Executive Vice President @
- 2009 -2011 Executive Vice President @ Sorrento Pacific Financial, LLC
- 2007 -2009 SVP, Regional Manager @
- 2006 -2007 Director @ Allegacy Investment Group
- 1988 -2005 EVP, Wealth Management @
Allen Smith Education
- Wake Forest University 1976-1980
Allen Smith Skills
- Series 7
- Wealth Management
- Mutual Funds
- Investments
- Strategic Financial Planning
- Sales Management
- Investment Advisory
- Risk Management
- Relationship Management
- Insurance
- Financial Advisory
- Life Insurance
- Leadership
- Executive Management
- Strategy
- Private Banking
- Securities
- Financial Services
- Portfolio Management
- Series 63
- Wealth
- Retirement Planning
- Banking
- Financial Planning
- Services
- Sales
- Financial Analysis
- Asset Management
- Marketing
- Strategic Planning
Allen Smith Summary
- Allen Smith, based in Durham, NC, US, is currently a Executive Vice President at First Bank (FBNC). Allen Smith brings experience from previous roles at Sorrento Pacific Financial, LLC, National Financial, a Fidelity Investments Company, Allegacy Investment Group and First Citizens Bank. Allen Smith holds a 1976 - 1980 Wake Forest University. With a robust skill set that includes Series 7, Wealth Management, Mutual Funds, Investments, Strategic Financial Planning and more. Allen Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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