Edward Smith Email & Phone Number
Chairman Of The Board, Private Wealth Manager @ Integrated Equity Management
Edward Smith's Location
Minneapolis, MN, US
Edward Smith's Work
- Chairman Of The Board, Private Wealth Manager @ Integrated Equity Management
- Co-Founder, CEO and President, Private Wealth Manager @ Integrated Equity Management
- President, Private Wealth Manager @ Integrated Equity Management
Edward Smith's Education
- The American College of Financial Services
CLU, ChFC
- University of Minnesota-Twin Cities
Bachelor of Business Administration (B.B.A.) (Business Marketing and Finance)
Edward Smith's Skills
- Portfolio Management
- Strategic Financial Planning
- Investments
- Equity Management
- Retirement
- Investment Advisory
- Financial Analysis
- Insurance
- Asset Allocation
- Series 7
Edward Smith's Summary
Edward Smith, based in Minneapolis, MN, US, is currently a Chairman Of The Board, Private Wealth Manager at Integrated Equity Management, bringing experience from previous roles at Integrated Equity Management. Edward Smith holds a CLU, ChFC @ The American College of Financial Services. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Investments, Equity Management, Retirement and more, Edward Smith contributes valuable insights to the industry. Edward Smith has 1 email on RocketReach.
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