Clint Smith Email & Phone Number

Managing Director @ Charles Schwab

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Clint Smith Location

Tempe, AZ, US

Clint Smith Work

2024 - now Managing Director @ Charles Schwab
2015 - 2024 Vice President of Operations - Retirement Business Services @ Charles Schwab
2013 - 2015 Managing Director of Asset Operations - Retirement Business Services @ Charles Schwab

2010 - 2014 Managing Director - Schwab Index Advantage 401k Product Development Team @ Charles Schwab
2007 - 2010 Managing Director - Retirement Plan Services @ Charles Schwab
2006 - 2007 Operations Manager - Financial Advisor Services @ Vanguard
2002 - 2006 Recordkeeping Services Manager @ Vanguard
2000 - 2002 Relationship Manager @ Vanguard
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1999 - 2000 401k Account Administrator @ Vanguard
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1999 - 1999 Business Analyst @ Aetna Retirement Services

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Clint Smith Education

University of Arizona - Eller College of Management
Bachelor of Science (B.S.) (Finance, Accounting)
1991 - 1996
Chandler Highschool

Clint Smith Skills

Series 63
Series 7
Mutual Funds

Series 6
FINRA
401k
Retirement
Defined Benefit
Retirement Planning
Investments

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Clint Smith Summary

Clint Smith, based in Tempe, AZ, US, is currently a Managing Director at Charles Schwab. Clint Smith brings experience from previous roles at Charles Schwab. Clint Smith holds a 1991 - 1996 Bachelor of Science (B.S.) in Finance, Accounting @ University of Arizona - Eller College of Management. With a robust skill set that includes Series 63, Series 7, Mutual Funds, Series 6, FINRA and more. Clint Smith has 2 emails and 2 mobile phone numbers on RocketReach.

Clint Smith Emails

Found 2 emails

Clint Smith Phone Numbers

Found 4 phone numbers

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Clint Smith

Adjunct Professor at Stevens Institute of Technology

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Clint Smith

Vice President at Allete Properties

Palm Coast, FL, US
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Clint Smith

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