George Smith Email & Phone Number

Portfolio Strategist Vice President @ LPL Financial

5 free lookup(s).

George Smith Location

Coronado, CA, US

George Smith Work

2025 - now Portfolio Strategist Vice President @ LPL Financial
2022 - 2025 Portfolio Strategist, Assistant Vice President @ LPL Financial
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2019 - 2022 Senior Research Analyst @ LPL Financial
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2013 - 2019 Manager - Overlay Portfolio Management Group @ LPL Financial
2011 - 2013 Assistant Fund Manager - Asset Allocation - Index Funds @ L&G – Asset Management
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2010 - 2011 Senior Analyst - Equity and Currency Portfolio Control and Analysis @ Goldman Sachs
2007 - 2010 Analyst - Trade Management @ Goldman Sachs
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2006 - 2007 Internship - Investment Manager Liaison Group @ Northern Trust Corporation
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see less

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.

George Smith Emails

Found 1 emails

@lpl.com

George Smith Phone Numbers

Found 2 phone numbers

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