David Smith Email & Phone Number
Financial Advisor @ IHT Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Smith Location
- Chicago, IL, US
David Smith Work
- Financial Advisor @ (February 2022 - Present)
- Financial Consultant @ Independent Contractor (August 2019 - August 2021)
- Client Advisor - J.P. Morgan Private Bank @ (July 2015 - May 2019)
- Analyst - J.P. Morgan Private Bank @ (July 2012 - June 2015)
- Summer Analyst @ (June 2011 - August 2011)
- Wealth Management Intern @ (September 2010 - May 2011)
- Founder and President @ All Your Odd Jobs (June 2009 - August 2010)
David Smith Education
- Emory University - Goizueta Business School
Bachelor of Business Administration (BBA) (Finance, General)
2008-2012
David Smith Skills
- Asset Allocation
- Asset Management
- Banking
- Brokerage
- Business Strategy
- Cash Management
- Charitable Giving Strategy
- Communication
- Data Analysis
- Data Science
- Finance
- Financial Planning
- Fixed Income
- Investments
- Machine Learning
- Microsoft Excel
- Mutual Funds
- Object-Oriented Programming (OOP)
- Pandas (Software)
- Philanthropy
- Portfolio Management
- Private Banking
- Python
- Retirement Planning
- SQL
- Scikit-Learn
- Seaborn
- Wealth Management
- Wealth Planning
David Smith Summary
- David Smith, based in Chicago, IL, US, is currently a Financial Advisor at IHT Wealth Management. David Smith brings experience from previous roles at Independent Contractor and J.P. Morgan. David Smith holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Finance, General @ Emory University - Goizueta Business School. With a robust skill set that includes Asset Allocation, Asset Management, Banking, Brokerage, Business Strategy and more. David Smith has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Smith?
Find contact details for 700 million professionals.
Others Named David Smith
David Smith
President - Active Adult Lifestyle Communities
Jacksonville, FL, US
David Smith
President and CEO
Torrance, CA, US
David Smith
President and Chief Executive Officer
Saint Johns, FL, US
Top IHT Wealth Management Employees
Vivian Li
Director of Operations
Chicago, IL, US
Denzil Dias
Senior Vice President
Red Bank, NJ, US
Corianne Leyton
Chief Operations Officer
Chicago, IL, US
Darla Douglas
Director of Compliance
Boulder, CO, US
Jeffrey Kocis
Senior Vice President and Managing Director
Naperville, IL, US
Eric Hoffman
Managing Director, Private Wealth Advisor
Chicago, IL, US
Richard Rohlfing
Financial Advisor, Senior Vice President
St. Charles, IL, US
Mike Glavin
Financial Advisor, Vice President
Batavia, IL, US
Michael Masalehdani
Vice President Financial Advisor and Portfolio Manager
Los Angeles, CA, US
Molly Pasman
Director Of Business Development
Chicago, IL, US
David Smith
Financial Advisor
Chicago, IL, US
Catarina Edwards
Chief Development Officer (CDO)
Chicago, IL, US
Matt Hilding
President
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co