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Brad Smith Location
Texas, United States
Brad Smith Work
2026 -now Operations Manager @
2023 -2026 Brokerage Operations Analyst, Series 9 and 10 @
2022 -2023 Help Desk, Client Service 9 and 10 @
2022 -2022 Retirement Specialist @
2021 -2022 Customer Relationship Advocate @
2020 -2020 Sales Lead @
2018 -2019 Customer Service Lead and Sales @
2016 -2017 Customer Service Representative @
2015 -2016 Business Customer Service Representative @
Brad Smith Education
Southern Utah University
Bachelor of Applied Science - BASc (Management)
2020
Brad Smith Summary
Brad Smith, based in Texas, United States, is currently a Operations Manager at Strata Wealth Advisors, LLC. Brad Smith brings experience from previous roles at Fidelity Investments. Brad Smith holds a Bachelor of Applied Science - BASc in Management @ Southern Utah University. Brad Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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