Clint Smith Email & Phone Number
Managing Director @ Charles Schwab
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Clint Smith Location
- Tempe, AZ, US
Clint Smith Work
- Managing Director @ (October 2024 - Present)
- Vice President of Operations - Retirement Business Services @ (March 2015 - October 2024)
- Managing Director of Asset Operations - Retirement Business Services @ (January 2013 - March 2015)
- Managing Director - Schwab Index Advantage 401k Product Development Team @ (October 2010 - December 2014)
- Managing Director - Retirement Plan Services @ (November 2007 - October 2010)
- Operations Manager - Financial Advisor Services @ (April 2006 - October 2007)
- Recordkeeping Services Manager @ (May 2002 - April 2006)
- Relationship Manager @ (April 2000 - May 2002)
- 401k Account Administrator @ (October 1999 - April 2000)
- Business Analyst @ Aetna Retirement Services (April 1999 - October 1999)
- Team Leader @ Aetna Retirement Services (April 1998 - March 1999)
- Team Champion @ Aetna Retirement Services (October 1997 - March 1998)
- Customer Service Associate @ Aetna Retirement Services (May 1997 - October 1997)
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 3 mobile phone numbers on RocketReach.
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