Daniel Smith Email & Phone Number
Chief Investment Officer @ Piedmont Trust Company
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Daniel Smith Location
- Greensboro, NC, US
Daniel Smith Work
- 2022 -now Chief Investment Officer @
- 2020 -2021 Managing Director, Investments @
- 2019 -2020 Director, Investments @
- 2014 -2019 Investment Analyst @
- 2012 -2014 Associate Director - First Republic Investment Management @
- 2012 -2012 Trust Officer @
- 2009 -2012 Trust Administrative Officer @
- 2008 -2008 Summer Intern @ US Trust
- 2007 -2007 Summer Intern @ US 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 2 mobile phone numbers on RocketReach.
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Top Piedmont Trust Company Employees
Jay Harris
President and CEO
Greensboro, NC, US
Kevin Freeman
Chief Compliance and IT Officer
Greensboro, NC, US
Daniel Smith
Chief Investment Officer
Greensboro, NC, US
Ralph Pitts
Board Member
Charlotte, 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
Eric Dutton
Director of Tax Services
Greensboro, NC, US
Wendelyn Kelly
Director of Client Communications
Greensboro, NC, US
Mike Shields
President and Chief Executive Officer and Board Member
Charlotte, North Carolina, United States
Jeanne Birely
Operations Analyst
High Point, NC, US
Keli Bucci
Director, Client Services and Office Administration
North Carolina, United States
Derek Prillaman
Relationship Advisor
North Carolina, United States
John Igharas
Director and Trust Officer
Greensboro, NC, US
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