K. Smith Email & Phone Number
Senior Financial Advisor, Vice President @ Merrill Lynch
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K. Smith Location
- Edina, MN, US
K. Smith Work
- Senior Financial Advisor, Vice President @ (May 2017 - Present)
- Investment Solutions Representative @ (November 2016 - May 2017)
- Financial Representative @ (August 2015 - November 2016)
- Wealth Management Analyst @ (May 2014 - August 2014)
- Head Coach @ (May 2008 - August 2013)
K. Smith Education
- Miami University Farmer School of Business
Bachelor's Degree
2011-2015 - Edina Senior High School
High School
2008-2011
K. Smith Skills
- Consultative Sales
- Customer Service
- Customizable Investment Strategies
- Customized Wealth Planning
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- Public Speaking
- Financial Modeling
- Regression Testing
- Investment Management
- Sales
- PowerPoint
- Microsoft Word
- Social Media
- Teamwork
- Lead Generation
- Regression Analysis
- Financial Services
- Services
- Project Management
- Derivatives
- Management
- Wealth Management
K. Smith Summary
- K. Smith, based in Edina, MN, US, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. K. Smith brings experience from previous roles at Fidelity Investments, Morgan Stanley Wealth Management and Edina Lacrosse Association. K. Smith holds a 2011 - 2015 Bachelor's Degree @ Miami University Farmer School of Business. With a robust skill set that includes Consultative Sales, Customer Service, Customizable Investment Strategies, Customized Wealth Planning, Investments and more. K. Smith has 2 mobile phone numbers on RocketReach.
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