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 @
- 2016 -2017 Investment Solutions Representative @
- 2015 -2016 Financial Representative @
- 2014 -2014 Wealth Management Analyst @
- 2008 -2013 Head Coach @
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
- Social Media
- Teamwork
- Customer Service
- Lead Generation
- Regression Analysis
- Financial Services
- Services
- Project Management
- Derivatives
- Management
- Portfolio Management
- Investments
- Wealth Management
- Consultative Sales
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.
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