Cory Smith's Location
Denver, Colorado, United States
Cory Smith's Work
- Financial Guide | Director of Investments and Planning @ Traverse Planning
- Investment Operations @ Royce Zimmerman and Associates
- Client Service Associate @ RemoteLink Solutions
- Financial Planner @ Msi Financial Services
- Financial Advisor @ Edward Jones
- Program Analyst @ GSA
- Infantry Squad and Section Leader @ US Army
- Business Development Manager @ Optimization Consulting, Inc.
Cory Smith's Education
- Penn State University
Bachelors (Finance)
Cory Smith's Skills
- Tax Advantaged Investment Strategies
- 401k
- Defined Benefit
- Employer Sponsored Plans
- Key Person Insurance
- Buy Sell Agreements
- Retirement Income Strategies
- Personal Budgeting
- Behavioral Finance
- Small Business Retirement Planning
Cory Smith's Summary
Cory Smith, based in Denver, Colorado, United States, is currently a Financial Guide | Director of Investments and Planning at Traverse Planning, bringing experience from previous roles at Royce Zimmerman and Associates, Remotelink Solutions, Msi Financial Services and Edward Jones. Cory Smith holds a Bachelors in Finance @ Penn State University. With a robust skill set that includes Tax Advantaged Investment Strategies, 401k, Defined Benefit, Employer Sponsored Plans, Key Person Insurance and more, Cory Smith contributes valuable insights to the industry. Cory Smith has 1 email on RocketReach.
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