Daniel Smith Location
Greensboro, NC, US
Daniel Smith Work
- 2022 - now Chief Investment Officer @ Piedmont Trust Company
- 2020 - 2021 Managing Director, Investments @ Piedmont Trust Company
- 2019 - 2020 Director, Investments @ Piedmont Trust Company
- 2014 - 2019 Investment Analyst @ Piedmont Trust Company
- 2012 - 2014 Associate Director - First Republic Investment Management @ First Republic
- 2012 - 2012 Trust Officer @ U.S. Trust
- 2009 - 2012 Trust Administrative Officer @ U.S. Trust
- 2008 - 2008 Summer Intern @ U.S. Trust
- 2007 - 2007 Summer Intern @ U.S. Trust
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 1 mobile phone numbers on RocketReach.
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Top Piedmont Trust Company Employees
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Susan Gleason
Chief Operating Officer at Piedmont Trust Company
Greensboro, NC, US25+ -
21
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John Simms
Chief Investment Officer at Piedmont Trust Company
Greensboro, North Carolina, United States25 -
34
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Kimberly Ruefenacht
Managing Director, Tax Services at Piedmont Trust Company
North Carolina, United States12 -
Eric Dutton
Director of Tax Services at Piedmont Trust Company
Greensboro, NC, US11
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