George Smith Email & Phone Number
Portfolio Strategist Vice President @ LPL Financial
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George Smith Location
- Coronado, CA, US
George Smith Work
- 2025 -now Portfolio Strategist Vice President @
- 2022 -2025 Portfolio Strategist, Assistant Vice President @
- 2019 -2022 Senior Research Analyst @
- 2013 -2019 Manager - Overlay Portfolio Management Group @
- 2011 -2013 Assistant Fund Manager - Asset Allocation - Index Funds @
- 2010 -2011 Senior Analyst - Equity and Currency Portfolio Control and Analysis @
- 2007 -2010 Analyst - Trade Management @
- 2006 -2007 Internship - Investment Manager Liaison Group @
George Smith Education
- University of Bristol
Bachelor of Science (BSc) (Mathematics)
2002-2005 - CFA Society of San Diego
George Smith Summary
- George Smith, based in Coronado, CA, US, is currently a Portfolio Strategist Vice President at LPL Financial. George Smith brings experience from previous roles at LPL Financial and Legal & General Investment Management. George Smith holds a 2002 - 2005 Bachelor of Science (BSc) in Mathematics @ University of Bristol. George Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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