Josh Smith Email & Phone Number
Chief Investment Officer @ Capital Wealth Planning, LLC
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Josh Smith Location
- Naples, FL, US
Josh Smith Work
- 2024 -now Chief Investment Officer @
- 2011 -2024 Lead Portfolio Manager @
- 2006 -2010 Portfolio Manager @
- 2002 -2005 Credit Underwriter @
Josh Smith Education
- Miami University
Bachelor of Science (Finance)
1999-2004
Josh Smith Skills
- Risk Management
- Equities
- Portfolio Management
- Management
- Loans
- Fixed Income
- Banking
- Strategy
- Leadership
- Investments
- Finance
- Strategic Planning
Josh Smith Summary
- Josh Smith, based in Naples, FL, US, is currently a Chief Investment Officer at Capital Wealth Planning, LLC. Josh Smith brings experience from previous roles at Capital Wealth Planning, LLC, First Financial Bank and US Bank. Josh Smith holds a 1999 - 2004 Bachelor of Science in Finance @ Miami University. With a robust skill set that includes Risk Management, Equities, Portfolio Management, Management, Loans and more. Josh Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Capital Wealth Planning, LLC Employees
Josh Smith
Chief Investment Officer
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Ryan Carney
Director of Operations and Compliance
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Dennis Meijer
Director Of Sales
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David Whittaker
Client Services Manager
Naples, FL, US
Jeff Christian
Regional Consultant - Midwest
Fort Myers, FL, US
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