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

2017 - now Senior Financial Advisor, Vice President @ Merrill Lynch
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2016 - 2017 Investment Solutions Representative @ Fidelity Investments
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2015 - 2016 Financial Representative @ Fidelity Investments
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2014 - 2014 Wealth Management Analyst @ Morgan Stanley Wealth Management
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2008 - 2013 Head Coach @ EDINA LACROSSE ASSOCIATION

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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

Financial Modeling
Leadership
Microsoft Excel

Regression Testing
Investment Management
Sales
Microsoft Office
PowerPoint
Microsoft Word
Public Speaking

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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 Financial Modeling, Leadership, Microsoft Excel, Regression Testing, Investment Management and more. K. Smith has 2 mobile phone numbers on RocketReach.

K. Smith Phone Numbers

Found 2 phone numbers

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