Jim Smith Location
- San Francisco, CA, US
Jim Smith Work
- 2016 - now Executive Director - Equity Sales @
- 2014 - 2016 Vice President - US Equity Sales @
- 2011 - 2014 Associate - US Equity Sales @
- 2010 - 2011 Analyst - US Equity Sales @
- 2006 - 2010 Analyst - US Equity Sales @
Jim Smith Education
- Villanova University
Bachelor’s Degree (Double Major: Spanish Language and Literature; Communication)
2002 - 2006 - Manasquan High School
Jim Smith Skills
- Strategic Planning
- Equities
- Capital Markets
- Asset Management
- Hedge Funds
- Mutual Funds
- Valuation
- Funding
- Series 63
- Pension Funds
- Securities
- Alternative Investments
- Investment Banking
- Investments
- Equity Research
- Trading
- Portfolio Management
- Fixed Income
- Financial Modeling
- Private Equity
- Financial Analysis
- Corporate Finance
- Banking
- Finance
- Sales
- Account Management
- Investment Advisory
- Financial Markets
- Strategy
- Series 7
- Business Development
- Investment Management
- Asset Allocation
- Sustainability
- Corporate Governance
- Bloomberg
- Microsoft Office
- Leadership
- Spanish-speaking
- Institutional Investments
- IPO
- Equity Capital Markets
- Program Trading
- ESG
- Family Office
- SASB Standards
- SRI
- Sustainability Accounting
Jim Smith Summary
- Jim Smith, based in San Francisco, CA, US, is currently a Executive Director - Equity Sales at J.P. Morgan. Jim Smith brings experience from previous roles at J.P. Morgan. Jim Smith holds a 2002 - 2006 Bachelor’s Degree in Double Major: Spanish Language and Literature; Communication @ Villanova University. With a robust skill set that includes Strategic Planning, Equities, Capital Markets, Asset Management, Hedge Funds and more. Jim Smith has 4 emails and 1 mobile phone numbers on RocketReach.
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Top J.P. Morgan Employees
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Caitlin Simon
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