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Brandon Smith Location
San Antonio, TX, US
Brandon Smith Work
Investment Research Analyst @ (February 2025 - Present)
Portfolio Consultant @ (December 2020 - February 2025)
Private Markets Operations Analyst @ (October 2019 - December 2020)
Investment Operations Analyst @ (November 2014 - October 2019)
Advisory Services Senior @ (August 2012 - October 2014)
Financial Planning Intern @ (October 2010 - April 2011)
Brandon Smith Education
Brigham Young University
Bachelor of Science (Management - Finance)
2009-2011
Brandon Smith Skills
Accounting
Alteryx
Business Analysis
Data Analysis
Equity Research
Finance
Financial Accounting
Financial Analysis
Financial Modeling
Financial Planning
Financial Reporting
Financial Statement Analysis
Microsoft Excel
Microsoft Office
Operations Management
Portfolio Construction
Process Improvement
Program Management
Sarbanes-Oxley Act
Brandon Smith Summary
Brandon Smith, based in San Antonio, TX, US, is currently a Investment Research Analyst at FROST INVESTMENT ADVISORS, LLC. Brandon Smith brings experience from previous roles at Capital Group and Ernst & Young. Brandon Smith holds a 2009 - 2011 Bachelor of Science in Management - Finance @ Brigham Young University. With a robust skill set that includes Accounting, Alteryx, Business Analysis, Data Analysis, Equity Research and more. Brandon Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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