Gee Smith Email & Phone Number
Head of Sequoia Sentinel Family Office @ Sequoia Financial Group
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Gee Smith Location
- Philadelphia, PA, US
Gee Smith Work
- 2024 -now Head of Sequoia Sentinel Family Office @
- 2023 -now Senior Strategic Advisor @ Sequoia Sentinel Family Office
- 2013 -now Partner @ Zeke Capital Advisors
- 2006 -2013 Chief Executive Officer @
- 2004 -2013 Managing Director @
- 2001 -2006 Regional Manager @
- 1997 -2000 Regional Director @ Prudential Securities
Gee Smith Education
- James Madison University
Master of Business Administration (MBA)
1988-1990 - University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor's degree
1980-1984
Gee Smith Skills
- Investments
- Equities
- Capital
- Private Equity
- Hedge Funds
- Alternative Investments
- Investment Advisory
- Private Banking
- Private Wealth Management
- Trust Services
- Asset Allocation
- Family Office
- Banking
- Venture Capital
- Wealth Management
- Asset Management
- Series 7
- Investment Management
- Options
- Portfolio Management
- Wealth Management Services
- Management
- Financial Services
- Derivatives
- Capital Markets
- Fixed Income
- Securities
- Investment Banking
- Emerging Markets
- Investment Strategies
- Mutual Funds
- Bonds
- Series 63
- ETFs
- Bloomberg
- Financial Markets
- Team Building
- Public Speaking
- Microsoft Office
- Training
Gee Smith Summary
- Gee Smith, based in Philadelphia, PA, US, is currently a Head of Sequoia Sentinel Family Office at Sequoia Financial Group. Gee Smith brings experience from previous roles at Sequoia Sentinel Family Office, Zeke Capital Advisors, Goldman Sachs Trust Company and Goldman Sachs. Gee Smith holds a 1988 - 1990 Master of Business Administration (MBA) @ James Madison University. With a robust skill set that includes Investments, Equities, Capital, Private Equity, Hedge Funds and more. Gee Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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