Danny Smith Email & Phone Number
Financial Planner @ Abacus Wealth Partners
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Danny Smith Location
- Denver, CO, US
Danny Smith Work
- Financial Planner @ (July 2022 - Present)
- High Net Worth Financial Advisor @ (July 2021 - July 2022)
- Financial Advisor @ (August 2020 - August 2021)
- Financial Advisor Development Program (FADP) Participant @ (June 2019 - August 2021)
- Sales Specialist @ (January 2020 - August 2020)
- Portfolio Implementation Associate @ (September 2019 - January 2020)
- Client Relationship Associate @ (June 2019 - September 2019)
- C2C Advice Intern @ (May 2018 - August 2018)
- Security @ (December 2016 - May 2018)
- Student Assistant Manager @ (February 2016 - December 2016)
Danny Smith Education
- Kansas State University
Master's in Personal Financial Planning (Financial Therapy and Advanced Financial Planning)
2020-2023 - Virginia Tech - Pamplin College of Business
Bachelor of Business (Finance (CFP® Track))
2015-2019
Danny Smith Skills
- Personal Financial Planning
- Customer Service
- Microsoft Excel
- Customer Relationship Management (CRM)
- Microsoft PowerPoint
- Management
- Leadership
- Public Speaking
- Communication
- Teamwork
- Time Value of Money
- Budget Management
- Certified Financial Planner
- Equity Compensation
- Holistic Financial Planning
- PFP
Danny Smith Summary
- Danny Smith, based in Denver, CO, US, is currently a Financial Planner at Abacus Wealth Partners. Danny Smith brings experience from previous roles at Vanguard. Danny Smith holds a 2020 - 2023 Master's in Personal Financial Planning in Financial Therapy and Advanced Financial Planning @ Kansas State University. With a robust skill set that includes Personal Financial Planning, Customer Service, Microsoft Excel, Customer Relationship Management (CRM), Microsoft PowerPoint and more. Danny Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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