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Deirdre Smith Location
New York, NY, US
Deirdre Smith Work
Founder and Lead Advisor @ Sparrow Wealth (June 2026 - Present)
Founder @ Elodie Wealth (April 2021 - June 2025)
Sales Operations Specialist @ (May 2019 - February 2021)
Business Analysis Associate @ (August 2015 - May 2019)
EA @ Siemer & Associates (June 2014 - August 2015)
Program Manager @ UHNW Family Office (December 2009 - June 2014)
Deirdre Smith Education
Columbia University in the City of New York
Master's degree (Wealth Management)
2020-2021
John Cabot University
B.A. cum laude (Art History)
2007-2009
University of Mary Washington 2005-2007
Deirdre Smith Skills
Leadership
Microsoft Office
Data Analysis
Project Management
PowerPoint
Research
Microsoft Excel
Social Networking
International Relations
Social Media
Event Management
Training
Editing
Microstrategy
Executive Reporting
Tableau
Fundraising
Recruiting
Sales
SQL
Deirdre Smith Summary
Deirdre Smith, based in New York, NY, US, is currently a Founder and Lead Advisor at Sparrow Wealth. Deirdre Smith brings experience from previous roles at Elodie Wealth, Capital Group and Siemer & Associates. Deirdre Smith holds a 2020 - 2021 Master's degree in Wealth Management @ Columbia University in the City of New York. With a robust skill set that includes Leadership, Microsoft Office, Data Analysis, Project Management, PowerPoint and more. Deirdre Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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