David Smith Email & Phone Number
Client Relationship Manager @ Victory Hill
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David Smith Location
- Toronto, ON, CA
David Smith Work
- 2021 -now Client Relationship Manager @
- 2021 -2024 Director of Communications and Sales, Private Wealth @
- 2021 -2024 Director of Communication, Private Wealth @
- 2017 -now Senior Consultant Financial Services @ D-S Financial
- 2014 -2017 Business Development Manager @
- 2009 -2014 Vice President @
- 2007 -2008 Regional Vice- President, Business Development @ Jov Funds
- 2003 -2008 Regional Sales Director @
- 1999 -2003 Investment Representative, Head of Educational Seminar Team, Manager-Dealer Distribution @
David Smith Education
- Cal-State University - Northridge
- Los Angeles Pierce College
David Smith Skills
- Strategic Financial Planning
- Asset Management
- Investments
- Strategic Planning
- Portfolio Management
- Business Planning
- Business Strategy
- New Business Development
- Real Estate
- Due Diligence
- Financial Planning
- Wealth Management
- Investment Strategies
- Financial Services
- Business Development
- Alternative Investments
- Financial Modeling
- Private Equity
- Insurance
- Account Management
- Start-ups
- Negotiation
- Customer Service
- Contract Negotiation
- Entrepreneurship
- Budgets
- Financial Risk
- Institutional Investments
- Institutional Sales
- Sales Process
- Sales Presentations
- Sales Management
- Finance
- Customer Relations
- Customer Engagement
- Client Services
- Client Relations
- Client Presentation
- Client Education
- Public Speaking
- Social Networking
- Marketing Communications
- Conference Speaking
- Investment Advisory
- Newsletters
- Mutual Funds
- Management
- Sales
- Relationship Management
- Microsoft Office
- Start Ups
- Financial Analysis
- Team Building
- Research
- Leadership
David Smith Summary
- David Smith, based in Toronto, ON, CA, is currently a Client Relationship Manager at Victory Hill Capital. David Smith brings experience from previous roles at Victory Hill Capital, D-S Financial and MacNicol & Associates Asset Management. David Smith holds a Cal-State University - Northridge. With a robust skill set that includes Strategic Financial Planning, Asset Management, Investments, Strategic Planning, Portfolio Management and more. David Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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