Halie Smith Location
Wichita, KS, US
Halie Smith Work
- 2023 - now Compliance @ The Wealth Consulting Group
- 2019 - now Chief Compliance Officer and Senior Vice President @ IMA Wealth, Inc.
- 2016 - now Compliance and Oversite @ Truenorth
- 2016 - now Compliance @ IMA Wealth, Inc.
- 2013 - 2015 Senior Wealth Banker @ INTRUST Bank
- 2009 - 2013 Wealth Management Banker @ Bank of America Merrill Lynch
- 2006 - 2009 Premier Banker @ Bank of America
- 2005 - 2009 Adjunct Business Instructor @ Bethel College-North Newton
- 2003 - 2006 Registered Sales Assistant and Financial Advisor @ Bank of America
Halie Smith Education
- Staples High School2014
- Wichita State University
Master of Business Administration
2002 - 2004 - Bethel College
Bachelor of Applied Science (Commerce, Business)
1998 - 2002
Halie Smith Skills
- Strategic Financial Planning
- Security Clearance
- Teaching
- Series 63
- Persuasion
- Elementary Education
- Aid
- Coordinated
- Portfolio Management
- Economics
Halie Smith Summary
Halie Smith, based in Wichita, KS, US, is currently a Compliance at The Wealth Consulting Group. Halie Smith brings experience from previous roles at Ima Wealth, Inc., Truenorth and Intrust Bank. Halie Smith holds a Staples High School. With a robust skill set that includes Strategic Financial Planning, Security Clearance, Teaching, Series 63, Persuasion and more. Halie Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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