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 @
- 2015 -2024 Vice President of Operations - Retirement Business Services @
- 2013 -2015 Managing Director of Asset Operations - Retirement Business Services @
- 2007 -2010 Managing Director - Retirement Plan Services @
- 2010 -2014 Managing Director - Schwab Index Advantage 401k Product Development Team @
- 2006 -2007 Operations Manager - Financial Advisor Services @
- 2002 -2006 Recordkeeping Services Manager @
- 2000 -2002 Relationship Manager @
- 1999 -2000 401k Account Administrator @
- 1999 -1999 Business Analyst @ Aetna Retirement Services
- 1998 -1999 Team Leader @ Aetna Retirement Services
- 1997 -1998 Team Champion @ Aetna Retirement Services
- 1997 -1997 Customer Service Associate @ Aetna Retirement Services
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
- Asset Allocation
- Relationship Management
- Asset Managment
- IRAs
- Pensions
- ERISA
- Risk Management
- Process Improvement
- Securities
- Leadership
- Employee Benefits
- Microsoft Excel
- Customer Service
- Accounts Payable
- Facilities
- Sales
- Project Management
- Training
- Call Center
- Business Development
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.
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