Brooks Smith Email & Phone Number
Senior Vice President, Portfolio Manager @ Happy State Bank
5 free lookup(s).
Brooks Smith Location
- Addison, TX, US
Brooks Smith Work
- 2018 - now Senior Vice President, Portfolio Manager @
- 2016 - 2018 Private Investor @ Tangency Portfolio Management, LLC
- 1998 - 2016 Senior Vice President, Portfolio Manager III @
- 1994 - 1998 Regional Account Representative @ Schwab Institutional
- 1991 - 1994 Portfolio Manager @ Fredric E. Russell Inv. Mgmt. Co., Inc.
Brooks Smith Education
- Oklahoma State University
Bachelor of Science (B.S.) (Finance and International Economics)
- University of Oklahoma
Brooks Smith Skills
- Asset Managment
- Hedge Funds
- Team Building
- Sales&marketing
- Financial Services
- Wealth Management
- High Net Worth Individuals
- Corporate Bonds
- Securities
- Private Banking
- Leadership
- Alternative Investments
- Wealth Management Services
- Investment Strategies
- Management
- Investments
- Fixed Income
- Risk Management
- New Business Development
- Equities
- Trading
- Microsoft Office
- Asset Allocation
- Portfolio Management
- Mutual Funds
- Financial Advisory
- Sales Management
- Business Development
- Strategy
- Finance
- Sales
- Asset Management
- Investment Management
- Retirement Planning
- Account Management
- Investment Advisory
- Municipal Bonds
Brooks Smith Summary
- Brooks Smith, based in Addison, TX, US, is currently a Senior Vice President, Portfolio Manager at Happy State Bank. Brooks Smith brings experience from previous roles at Tangency Portfolio Management, LLC, U.S. Trust, Schwab Institutional and Fredric E. Russell Inv. Mgmt. Co., Inc.. Brooks Smith holds a Bachelor of Science (B.S.) in Finance and International Economics @ Oklahoma State University. With a robust skill set that includes Asset Managment, Hedge Funds, Team Building, Sales&marketing, Financial Services and more. Brooks Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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Andrew Miller
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