Charles Smith Email & Phone Number

Nebraska Practice Leader @ Qualified Plan Advisors

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Charles Smith Location

Omaha, NE, US

Charles Smith Work

2021 - now Nebraska Practice Leader @ Qualified Plan Advisors
2014 - 2020 Director, Retirement Plan Advisory Services @ FNBO
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2011 - 2014 Relationship Manager - Institutional Trusts @ FNBO
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2007 - 2011 Risk Manager - Retirement Plan Services @ FNBO
2003 - 2007 Associate Attorney - Employee Benefits @ Baird Holm LLP

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Charles Smith Education

University of Missouri-Kansas City School of Law
LL.M. (Tax)
2002 - 2003
University of Nebraska College of Law
J.D. (Tax Law/Taxation)
1998 - 2001
Ohio University
BSSS
1994 - 1997

Wayne State College
1993 - 1994

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Charles Smith Skills

Board Level
Wealth Management
Investments

Portfolio Management
Loans
Business Analysis
Corporate Law
Mergers & Acquisitions
Credit
Private Banking

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Charles Smith Summary

Charles Smith, based in Omaha, NE, US, is currently a Nebraska Practice Leader at Prime Capital Retirement. Charles Smith brings experience from previous roles at First National Bank of Omaha and Baird Holm LLP. Charles Smith holds a 2002 - 2003 LL.M. in Tax @ University of Missouri-Kansas City School of Law. With a robust skill set that includes Board Level, Wealth Management, Investments, Portfolio Management, Loans and more. Charles Smith has 4 emails and 2 mobile phone numbers on RocketReach.

Charles Smith Emails

Found 4 emails

Charles Smith Phone Numbers

Found 6 phone numbers

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Charles Smith

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