Austin Smith Email
Principal, VP, CIO @ Schulz Wealth
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Austin Smith Location
- Mansfield, TX, US
Austin Smith Work
- Principal, VP, CIO @ (September 2020 - Present)
- Investment Adviser @ (March 2018 - Present)
- Institutional Account Specialist @ (July 2017 - March 2018)
- Investments and Operations Intern @ InTrust Fiduciary Group (October 2016 - May 2017)
- Honors Program: Accountant and Stock Trader @ (March 2016 - May 2017)
- Sales Operations Intern @ (May 2016 - August 2016)
- Meals on Wheels Teen Board Member @ (September 2013 - May 2014)
Austin Smith Education
- Southwestern University
Bachelor of Arts - BA (Business/Finance)
2014-2017 - Liberty Christian School 2010-2014
Austin Smith Skills
- Analytical Skills
- Customer Service
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Statements
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- PowerPoint
- Project Management
- Social Media
- Strategy
- Team Leadership
- Teamwork
- Time Management
- Trading
Austin Smith Summary
- Austin Smith, based in Mansfield, TX, US, is currently a Principal, VP, CIO at Schulz Wealth. Austin Smith brings experience from previous roles at Schulz Wealth, TCG Group Holdings, LLP., InTrust Fiduciary Group and Southwestern University. Austin Smith holds a 2014 - 2017 Bachelor of Arts - BA in Business/Finance @ Southwestern University. With a robust skill set that includes Analytical Skills, Customer Service, Finance, Financial Analysis, Financial Modeling and more. Austin Smith has 1 emails on RocketReach.
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Top Schulz Wealth Employees
Rob Schulz
President and Investment Adviser
Texas, United States
Austin Smith
Principal, VP, CIO
Mansfield, TX, US
Sadie Larsen
Purchasing Analyst
Royse City, TX, US
Garret Smith
office assistant
Mansfield, TX, US
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