Brendon Smith Email & Phone Number
Private Wealth Advisor @ Mattern Capital Management
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Brendon Smith Location
- Denver, CO, US
Brendon Smith Work
- 2026 -now Private Wealth Advisor @
- 2022 -2026 Financial Consultant @
- 2022 -2022 Regional Advisor Consultant @
- 2021 -2022 Regional Advisor Consultant @
- 2019 -2021 Internal Advisor Consultant @
- 2019 -2022 Internal Advisor Consultant @
- 2018 -2019 Mutual Fund Services and Sales Support Representative @ Eaton Vance
- 2017 -2018 Grants Management Intern @
- 2017 -2017 Finance Intern - VetLab @
- 2016 -2017 Investor Services Intern @
- 2015 -2015 Logistics Metrics Intern @
Brendon Smith Education
- Yale School of Management
Executive Education (Investment Management Theory & Practice)
2020-2020 - Bentley University
Bachelor of Science - BS (Major: Economics/ Finance & Minor: Law)
2014-2018 - Scarborough High School
High School
2010-2014 - John Cabot University
(Study Abroad)
Brendon Smith Skills
- Leadership
- PowerPoint
- Social Media
- Public Speaking
- Stock Trading
- Microsoft PowerPoint
- Forecasting
- Bloomberg
- Team Leadership
- Finance
- Morningstar
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Interpersonal Communication
- Time Management
- Customer Service
- Financial Analysis
- Management
- Teamwork
- Peachtree
- Problem Solving
Brendon Smith Summary
- Brendon Smith, based in Denver, CO, US, is currently a Private Wealth Advisor at Mattern Capital Management. Brendon Smith brings experience from previous roles at Fidelity Investments and Columbia Threadneedle Investments, US. Brendon Smith holds a 2020 - 2020 Executive Education in Investment Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Leadership, PowerPoint, Social Media, Public Speaking, Stock Trading and more.
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Top Mattern Capital Management Employees
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