Jeffrey Smith Email & Phone Number
Senior Vice President and Complex Director @ Janney Montgomery Scott LLC
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Jeffrey Smith Location
- Cockeysville, MD, US
Jeffrey Smith Work
- 2021 -now Senior Vice President and Complex Director @
- 2016 -now Director of Recruiting and Business Development @
- 2012 -2016 Senior Vice President and Branch Manager @
- 1999 -2012 Senior Vice President and Branch Manager @ Morgan Stanley Smith Barney
- 2005 -2007 Branch Manager @ Legg Mason
Jeffrey Smith Education
- Towson University
Bachelor's degree (Economics)
1986-1990
Jeffrey Smith Skills
- branch manger
- advisor coaching
- Marketing
- Business Development
- Investments
- Insurance
- Strategic Financial Planning
- Asset Management
- Portfolio Management
- Financial Analysis
- Banking
- Series 7
- Wealth Management
- Strategic Planning
- Retirement Planning
- Financial Services
- Management
- Financial Planning
- JavaScript
- Customer Service
- Strategy
Jeffrey Smith Summary
- Jeffrey Smith, based in Cockeysville, MD, US, is currently a Senior Vice President and Complex Director at Janney Montgomery Scott LLC. Jeffrey Smith brings experience from previous roles at Janney Montgomery Scott LLC, Janney Montgomery Scott, Morgan Stanley Smith Barney and Legg Mason. Jeffrey Smith holds a 1986 - 1990 Bachelor's degree in Economics @ Towson University. With a robust skill set that includes branch manger, advisor coaching, Marketing, Business Development, Investments and more. Jeffrey Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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