Bruce Smith Email & Phone Number
Managing Director @ Carolina Financial Group LLC
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Bruce Smith Location
- Brevard, NC, US
Bruce Smith Work
- 2018 -now VP - Investor Development @
- 2011 -now Managing Director @
- 2010 -2011 VP, Private Banker @
- 2007 -2010 President @ Buckstone Consulting
- 1987 -2007 VP, Private Banker and HNW Internal Sales Channel Mgr and International Mktg @
- 1983 -1987 Account Supervisor and Account Executive @ Advertising Companies
Bruce Smith Education
- Princeton University
BA (American History)
1972-1976 - Hotchkiss School 1968-1972
Bruce Smith Skills
- Financial Analysis
- Finance
- Alternative Investment Strategies
- Credit
- Achieving Targets
- Project Management
- Leadership
- Client Service Oriented
- Private Equity
- Microsoft Word
- Customer Service
- Target Marketing
- Investment Banking
- Microsoft Office
- Management
- High Net Worth Individuals
- Strategic Planning
- Entrepreneurship
- Microsoft Excel
- Generating Revenue
- Sales Management
- Business Development
- Product Development
- Private Banking
- Private Placements
- Relationship Management
- Corporate Development
- Investment Strategies
- Strategy
- Wealth Management Services
- Alternative Investments
- Social Media Marketing
Bruce Smith Summary
- Bruce Smith, based in Brevard, NC, US, is currently a Managing Director at Carolina Financial Group, LLC. Bruce Smith brings experience from previous roles at Carofin, Morgan Stanley Smith Barney, Buckstone Consulting and Merrill Lynch. Bruce Smith holds a 1972 - 1976 BA in American History @ Princeton University. With a robust skill set that includes Financial Analysis, Finance, Alternative Investment Strategies, Credit, Achieving Targets and more. Bruce Smith has 3 emails on RocketReach.
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Top Carolina Financial Group LLC Employees
Mathias Hoffrichter
Compliance Specialist
Florida, United States
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