Charles Smith's Location
Omaha, Nebraska, United States
Charles Smith's Work
- Nebraska Retirement Practice Leader @ Qualified Plan Advisors
- Director, Retirement Plan Advisory Services @ FNBO
- Relationship Manager - Institutional Trusts @ FNBO
- Risk Manager - Retirement Plan Services @ FNBO
- Associate Attorney - Employee Benefits @ Baird Holm LLP
Charles Smith's Education
- University of Missouri-Kansas City School of Law
LL.M. ( Tax)
2002 - 2003 - University of Nebraska College of Law
J.D. ( Law)
1998 - 2001 - Ohio University
BSSS
1994 - 1997
- Wayne State College1993 - 1994
Charles Smith's Skills
- Wealth Management
- Investments
- Portfolio Management
- Loans
- Business Analysis
- Corporate Law
- Mergers & Acquisitions
- Credit
- Private Banking
- Financial Services
Charles Smith's Summary
Charles Smith, based in Omaha, Nebraska, United States, is currently a Nebraska Retirement Practice Leader at Qualified Plan Advisors, bringing 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 Wealth Management, Investments, Portfolio Management, Loans, Business Analysis and more, Charles Smith contributes valuable insights to the industry. Charles Smith has 2 emails on RocketReach.
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