2026 -now Founder and Lead Advisor @ Sparrow Wealth
2021 -2025 Founder @ Elodie Wealth
2019 -2021 Sales Operations Specialist @
2015 -2019 Business Analysis Associate @
2014 -2015 EA @ Siemer & Associates
2009 -2014 Program Manager @ UHNW Family Office
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 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.