Allen Smith Email & Phone Number
Managing Director @ CIBC Private Wealth Management US
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Allen Smith Location
- Chicago, IL, US
Allen Smith Work
- 2017 -now Managing Director @
- 2012 -2017 Investment Advisor and Relationship Manager @
- 2002 -2011 Senior Vice President @
- 1995 -2002 Managing Director @ Robertson Stephens, Inc.
- 1982 -1994 Senior Vice President @
Allen Smith Education
- TCU Neeley School of Business
MBA (Finance)
1981-1993 - DePauw University
Bachelor of Arts (Economics)
1977-1981 - Series 7, 9, 10, 63, 65
Allen Smith Skills
- Investment Banking
- Mutual Funds
- Investment Management
- Financial Services
- Marketing
- Equity Research
- Series 7
- Series 63
- Equities
- Bloomberg
- Securities
- Private Equity
- Venture Capital
- Asset Managment
- Derivatives
- Investment Advisory
- Investments
- Portfolio Management
- Capital Markets
- Hedge Funds
- Financial Markets
- Fixed Income
- Equity Valuation
- Bonds
- Investment Strategies
- FINRA
- Due Diligence
- Wealth Management
- Asset Allocation
- Electronic Trading
- Trading
- Equity Trading
- Corporate Finance
- Retirement Planning
- Valuation
- Alternative Investments
- Asset Management
Allen Smith Summary
- Allen Smith, based in Chicago, IL, US, is currently a Managing Director at CIBC Private Wealth Management US. Allen Smith brings experience from previous roles at Geneva Advisors, LLC, Jefferies & Co., Robertson Stephens, Inc. and Kidder Peabody. Allen Smith holds a 1981 - 1993 MBA in Finance @ TCU Neeley School of Business. With a robust skill set that includes Investment Banking, Mutual Funds, Investment Management, Financial Services, Marketing and more. Allen Smith has 5 emails and 1 mobile phone numbers on RocketReach.
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