Helen Smith Email & Phone Number
Financial Advisor, Financial Planner, Financial Services @ Creative Financial Network
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Helen Smith Location
- Florida, United States
Helen Smith Work
- Financial Advisor, Financial Planner, Financial Services @ (April 2026 - Present)
- Financial Advisor, Financial Planner, CA Insurance License @ (April 2026 - Present)
- Financial Advisor, Financial Planner, Financial Services Representative @ (October 2016 - December 2025)
- Investment Adviser Represenatative, Financial Planner, Team Leader @ (July 2016 - December 2025)
- Financial Services Representative, Financial Advisor @ (May 2014 - June 2016)
- Vice President @ BNI (January 2015 - January 2016)
- Director of Business Development @ Dienman International (January 2011 - November 2012)
- Vice President @ (December 2010 - September 2011)
- VP, Business Development @ ActForex (September 2001 - September 2007)
Helen Smith Education
- Babson College
BS (Finance, Quantitative Methods)
1982-1986
Helen Smith Skills
- Business
- Foreign Exchange (FX) Trading
- Sales
- Sales Presentations
- Investment Strategies
- Financial Planning
- Financial Markets
- Financial Analysis
- Connectivity
- Mutual Funds
- Public Speaking
- Investments
- Portfolio Management
- Trading
- Finance
- Financial Services
- Entrepreneurship
- Business Development
- Asset Management
Helen Smith Summary
- Helen Smith, based in Florida, United States, is currently a Financial Advisor, Financial Planner, Financial Services at Creative Financial Network. Helen Smith brings experience from previous roles at Creative Financial Network, Coastal Wealth, a MassMutual firm and MetLife. Helen Smith holds a 1982 - 1986 BS in Finance, Quantitative Methods @ Babson College. With a robust skill set that includes Business, Foreign Exchange (FX) Trading, Sales, Sales Presentations, Investment Strategies and more. Helen Smith has 3 emails and 4 mobile phone numbers on RocketReach.
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