Brad Smith Email & Phone Number
Chief Operating Officer @ Saltz Mongeluzzi Bendesky
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Brad Smith Location
- Lansdale, PA, US
Brad Smith Work
- 2022 - now Chief Operating Officer @
- 2021 - 2022 Controller @
- 2015 - 2021 Office Manager @
- 2011 - 2015 Chief Operating Officer and Chief Complaince Officer @ Regional Investment Advisor
- 2008 - 2009 Internal Wholesaler @
Brad Smith Education
- Drexel University
BS (Finance)
1998 - 2001 - Malvern Preparatory School
Brad Smith Skills
- Juris Suite
- Juris
- Operations Management
- Financial Reporting
- Excellent computer skills
- Financial Analysis
- Financial/trading software
- Payroll Processing
- FactSet
- Bloomberg
- APL
- Liquidnet
- Realtick
- MOXY
- Tamarac Software Platforms
- QuickBooks
- Orion
- Account Management
- Performance Measurement
- Capital Markets
- Investment Management
- Microsoft Office
- Financial Services
- Equities
Brad Smith Summary
- Brad Smith, based in Lansdale, PA, US, is currently a Chief Operating Officer at Saltz Mongeluzzi Bendesky. Brad Smith brings experience from previous roles at Kleinbard LLC, Anapol Weiss, Regional Investment Advisor and Vanguard. Brad Smith holds a 1998 - 2001 BS in Finance @ Drexel University. With a robust skill set that includes Juris Suite, Juris, Operations Management, Financial Reporting, Excellent computer skills and more. Brad Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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Robert Mongeluzzi
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Benjamin Eichel
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Philadelphia, PA, US
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