George Smith Email & Phone Number
Portfolio Strategist Vice President @ LPL Financial
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George Smith Location
- Coronado, CA, US
George Smith Work
- Portfolio Strategist Vice President @ (September 2025 - Present)
- Portfolio Strategist, Assistant Vice President @ (May 2022 - September 2025)
- Senior Research Analyst @ (March 2019 - May 2022)
- Manager - Overlay Portfolio Management Group @ (December 2013 - March 2019)
- Assistant Fund Manager - Asset Allocation - Index Funds @ (July 2011 - May 2013)
- Senior Analyst - Equity and Currency Portfolio Control and Analysis @ (February 2010 - July 2011)
- Analyst - Trade Management @ (February 2007 - February 2010)
- Internship - Investment Manager Liaison Group @ (October 2006 - January 2007)
George Smith Education
- University of Bristol
Bachelor of Science (BSc) (Mathematics)
2002-2005 - CFA Society of San Diego
George Smith Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Business Relationship Management
- Communication
- Customer Engagement
- Data Analysis
- Derivatives
- English
- Equities
- Equity Derivatives
- Finance
- Financial Advisory
- Financial Analysis
- Football Coaching
- Investment Management
- Investment Products
- Investments
- Managing Accounts (Accounting)
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Mutual Funds
- Pension Funds
- Portfolio Management
- Qualitative Data
- Quantitative Models
- Sales Presentations
- Separately Managed Accounts
- Skilled Multi-tasker
- Soccer Coaching
- Strategic Thinking
- Team Building
- Trading
- Transferable Skills
- White Papers
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. With a robust skill set that includes Asset Allocation, Asset Management, Asset Managment, Bloomberg, Business Relationship Management and more. George Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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