Elyse Smith Email & Phone Number
VP Relationship Management at Fidelity Investments @ Fidelity Investments
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Elyse Smith Location
- Texas, United States
Elyse Smith Work
- VP Relationship Management at Fidelity Investments @ (May 2023 - Present)
- Managing Director of Advisor Services and Business Transitions @ (May 2021 - May 2023)
- Managing Director, Schwab Advisor Services @ (August 2020 - May 2021)
- Director Business Transition Services @ (December 2018 - July 2020)
- Director-Advisor Relations (Emerging Advisors) @ (November 2017 - December 2018)
- Senior Manager Advisor Relations @ (February 2013 - November 2017)
- Business Transition Services On-boarding @ (May 2012 - February 2013)
- Sales Representative @ (July 2010 - May 2012)
- Senior Relationship Mgr @ (June 2007 - June 2010)
Elyse Smith Education
- Binghamton University
BA (Psychology)
2001-2005
Elyse Smith Skills
- 401k
- Analysis
- Asset Allocation
- Asset Management
- CRM
- Customer Service
- Equities
- Financial Services
- Investment Advisory
- Investments
- Management
- Marketing Strategy
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Salesforce.com
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
Elyse Smith Summary
- Elyse Smith, based in Texas, United States, is currently a VP Relationship Management at Fidelity Investments at Fidelity Investments. Elyse Smith brings experience from previous roles at Sowell Management, Charles Schwab and TD Ameritrade Institutional. Elyse Smith holds a 2001 - 2005 BA in Psychology @ Binghamton University. With a robust skill set that includes 401k, Analysis, Asset Allocation, Asset Management, CRM and more. Elyse Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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