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
- 2026 -now Financial Advisor, Financial Planner, Financial Services @
- 2026 -now Financial Advisor, Financial Planner, CA Insurance License @
- 2016 -2025 Financial Advisor, Financial Planner, Financial Services Representative @
- 2016 -2025 Investment Adviser Represenatative, Financial Planner, Team Leader @
- 2014 -2016 Financial Services Representative, Financial Advisor @
- 2015 -2016 Vice President @ BNI
- 2011 -2012 Director of Business Development @ Dienman International
- 2010 -2011 Vice President @
- 2001 -2007 VP, Business Development @ ActForex
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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