D. Smith Email & Phone Number
Director, Financial Planning @ Edelman Financial Engines
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D. Smith Location
- Federal Way, WA, US
D. Smith Work
- 2022 -now Director, Financial Planning @
- 2012 -2022 Corporate Services Financial Consultant @
- 2012 -2022 Financial Sales Consultant @
- 2009 -2012 Regional Vice President @
- 2007 -2008 Regional Vice President and Pacific Northwest @
- 2000 -2007 Regional Vice President and Pacific Northwest @
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
- Territory Growth
- Mutual Funds
- Separately Managed Accounts
- Consultative Sales Management
- New Business Development
- Customer Retention
- Client Presentation
- ETFs
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Business Analysis
- Financial Reporting
- Services
- Financial Services
- Hedge Funds
- Corporate Services
- Asset Allocation
- Series 7
- Separate Accounts
- Annuities
- Business Operations
- Series 63
- Customer Service
- Team Building
- Product Offerings
- 529 Plans
- Operations
- Spanning
- Asset Management
- Microsoft Office
- Retirement Planning
- 401k
- Securities
- Alternative Investments
- Investment Strategies
- Wholesaling
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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