Connor Smith Location
Lancaster, Ohio, United States
Connor Smith Work
- 2017 - now Financial Advisor @ Juncture Wealth Strategies, LLC
- 2016 - 2017 Associate Financial Advisor @ Kasch Levitch McAleer & Associates A
- 2015 - 2016 Paraplanner @ Kasch Levitch McAleer & Associates
- 2014 - 2014 Summer Intern @ Juncture Wealth Strategies, LLC
- 2013 - 2014 CSR @ Peoples Bank
Connor Smith Education
- Ohio University
Bachelor Of Business Administration (Business Administration, Finance)
2011 - 2015 - Ashland University
Connor Smith Skills
- Leadership
- Teamwork
- Portfolio Management
- Microsoft Word
- Personal Financial Planning
- PowerPoint
- Investments
- Marketing
- Public Speaking
- Time Management
Connor Smith Summary
Connor Smith, based in Lancaster, Ohio, United States, is currently a Financial Advisor at Juncture Wealth Strategies, LLC. Connor Smith brings experience from previous roles at Kasch Levitch McAleer & Associates A, Kasch Levitch McAleer & Associates, Juncture Wealth Strategies, LLC and Peoples Bank. Connor Smith holds a 2011 - 2015 Bachelor Of Business Administration in Business Administration, Finance @ Ohio University. With a robust skill set that includes Leadership, Teamwork, Portfolio Management, Microsoft Word, Personal Financial Planning and more. Connor Smith has 1 emails on RocketReach.
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Top Juncture Wealth Strategies, LLC Employees
-
Barry Rhonemus
Managing Partner, Founder at Juncture Wealth Strategies, LLC
Scottsdale, AZ, US23 -
Jana LaVanway
Senior Wealth Advisor at Juncture Wealth Strategies, LLC
Phoenix, Arizona, United States43 -
Tyler K
Portfolio Manager at Juncture Wealth Strategies, LLC
Lancaster, OH, US42 -
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Connor Smith
Financial Advisor at Juncture Wealth Strategies, LLC
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Jana LaVanway
Senior Wealth Advisor at Juncture Wealth Strategies, LLC
Phoenix, Arizona, United States53
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