Delaszo Smith Email
Director of Financial Planning @ J.L. Hicks Financial Group
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Delaszo Smith Location
- Annapolis, MD, US
Delaszo Smith Work
- Director of Financial Planning @ (December 2024 - Present)
- Paraplanner @ (February 2022 - March 2025)
- Paraplanner @ (April 2021 - January 2022)
- Client Services Representative @ (December 2019 - February 2021)
- Select Client Services @ (October 2019 - February 2021)
- Assistant Boy’s Basketball Coach @ St. Mary’s High School of Annapolis (November 2018 - October 2019)
- Registered Representative @ (April 2018 - October 2019)
- Assistant Varsity BasketballCoach @ (November 2017 - August 2018)
- Financial Consultant @ (January 2018 - March 2018)
- Financial Professional @ (May 2017 - January 2018)
Delaszo Smith Education
- St. Mary's College of Maryland
Bachelor of Arts (Economics)
2014-2017
Delaszo Smith Skills
- Account Portfolio Management
- Basketball Coaching
- Budget Tracking
- Cash Flow Statements
- Cash Reporting
- Client Issue Resolution
- Client Services
- College Basketball
- Economics Education
- Financial Advisory
- Financial Monitoring
- Financial Planning
- Financial Planning Software
- Financial Project Management
- Financial Regulations
- Financial Services
- Manage client expectations
- Microsoft Excel
- Political Science
- Salesforce CRM Analytics
Delaszo Smith Summary
- Delaszo Smith, based in Annapolis, MD, US, is currently a Director of Financial Planning at J.L. Hicks Financial Group. Delaszo Smith brings experience from previous roles at J.L. Hicks Financial Group, Ameriprise Financial Services, LLC and T. Rowe Price. Delaszo Smith holds a 2014 - 2017 Bachelor of Arts in Economics @ St. Mary's College of Maryland. With a robust skill set that includes Account Portfolio Management, Basketball Coaching, Budget Tracking, Cash Flow Statements, Cash Reporting and more. Delaszo Smith has 1 emails on RocketReach.
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Delaszo Smith
Director of Financial Planning
Annapolis, MD, US
Top J.L. Hicks Financial Group Employees
Delaszo Smith
Director of Financial Planning
Annapolis, MD, US
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