D. Smith Location
Federal Way, WA, US
D. Smith Work
- 2022 - now Director, Financial Planning @ Edelman Financial Engines
- 2012 - 2022 Corporate Services Financial Consultant @ Etrade Bank Inc
- 2012 - 2022 Financial Sales Consultant @ Etrade Bank Inc
- 2009 - 2012 Regional Vice President @ American Beacon Advisors
- 2007 - 2008 Regional Vice President and Pacific Northwest @ BNY
- 2000 - 2007 Regional Vice President and Pacific Northwest @ OppenheimerFunds
D. Smith Education
- Eastern Washington University
(Business/Computer Science Coursework)
D. Smith Skills
- Account Management
- Business Development
- Client Education
- Series 65
- Sales
- Wealth Management Services
- Consultative Selling
- Banking
- Territory Management
- Territory Development
D. Smith Summary
D. Smith, based in Federal Way, WA, US, is currently a Director, Financial Planning at Edelman Financial Engines. D. Smith brings experience from previous roles at E*TRADE, E*TRADE from Morgan Stanley, American Beacon Advisors and Dreyfus. D. Smith holds a Eastern Washington University. With a robust skill set that includes Account Management, Business Development, Client Education, Series 65, Sales and more. D. Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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