Daniel Smith Email & Phone Number
Chief Investment Officer @ Piedmont Trust Company
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Smith Location
- Greensboro, NC, US
Daniel Smith Work
- Chief Investment Officer @ (January 2022 - Present)
- Managing Director, Investments @ (October 2020 - December 2021)
- Director, Investments @ (April 2019 - October 2020)
- Investment Analyst @ (December 2014 - April 2019)
- Associate Director - First Republic Investment Management @ (April 2012 - April 2014)
- Trust Officer @ (February 2012 - March 2012)
- Trust Administrative Officer @ (August 2009 - January 2012)
- Summer Intern @ US Trust (June 2008 - August 2008)
- Summer Intern @ US Trust (May 2007 - August 2007)
Daniel Smith Education
- Campbell University
MBA (Finance)
2004-2009 - Campbell University
BBA (Trust and Wealth Management)
2004-2009
Daniel Smith Skills
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Strategic Financial
- Investments
- Asset Management
- Asset Allocation
- Wealth Management
- Investment Management
- Wealth Management Services
Daniel Smith Summary
- Daniel Smith, based in Greensboro, NC, US, is currently a Chief Investment Officer at Piedmont Trust Company. Daniel Smith brings experience from previous roles at Piedmont Trust Company and First Republic Bank. Daniel Smith holds a 2004 - 2009 MBA in Finance @ Campbell University. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Strategic Financial, Investments and more. Daniel Smith has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Daniel Smith?
Find contact details for 700 million professionals.
Others Named Daniel Smith
Daniel Smith
President and CEO
Burlington, VT, US
Daniel Smith
Managing Director
Leeds, GB
Daniel Smith
Chief Executive Officer
Montgomery, IL, US
Top Piedmont Trust Company Employees
Kevin Freeman
Chief Compliance and IT Officer
Greensboro, NC, US
Blair Cherry
Associate, Client Services
Greensboro, NC, US
Leigh Cain
Trust Officer and Managing Director
Greensboro, NC, US
Dana Davis
Operations Advisor
High Point, NC, US
Carter Mills
Associate Trust Officer
Winston-Salem, NC, US
Wendelyn Kelly
Director of Client Communications
Greensboro, NC, US
Jeanne Birely
Operations Analyst
High Point, NC, US
Heather Fullagar
Managing Director, Tax Services
Greensboro, NC, US
Tammy Marshburn
Senior Associate
North Carolina, United States
Sue Miller
Director and Trust Officer
North Carolina, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co