Dante Smith Email & Phone Number
Chief Investment Strategist @ WealthPlan Group
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Dante Smith Location
- Texas, United States
Dante Smith Work
- 2025 -now Chief Investment Strategist @
- 2024 -2025 Portfolio Manager @
- 2022 -2024 Senior Investment Analyst @ WealthSource Partners, LLC
- 2021 -2022 Investment Specialist @ WealthSource Partners, LLC
- 2019 -2021 Private Wealth Advisor @ WealthSource Partners, LLC
- 2017 -2019 Portfolio Analyst @ American Financial Network Advisory Services, LLC.
- 2014 -2017 Client Services Assistant @ American Financial Network Advisory Services, LLC.
Dante Smith Education
- Naveen Jindal School of Management, UT Dallas
Master of Business Administration (M.B.A.) (Finance)
2016-2020 - University of Texas at Dallas - Naveen Jindal School of Management
Bachelor’s Degree (Finance, General)
2015-2016
Dante Smith Summary
- Dante Smith, based in Texas, United States, is currently a Chief Investment Strategist at WealthPlan Group. Dante Smith brings experience from previous roles at Triad Partners and WealthSource Partners, LLC. Dante Smith holds a 2016 - 2020 Master of Business Administration (M.B.A.) in Finance @ Naveen Jindal School of Management, UT Dallas. Dante Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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