Kody Smith Email & Phone Number
Financial Planning Associate @ Blue Trust
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Kody Smith Location
- Alpharetta, GA, US
Kody Smith Work
- Financial Planning Associate @ (November 2024 - Present)
- Investment Operations Associate @ (February 2022 - August 2024)
- Key Accounts Specialist @ (December 2020 - February 2022)
- Associate Financial Advisor @ (February 2018 - December 2020)
- Compliance Analyst @ (December 2016 - January 2018)
- Financial Advisor @ (July 2016 - November 2016)
- Portfolio Management Intern @ (August 2015 - June 2016)
- President and Portfolio Manager @ Student Asset Management (August 2014 - May 2016)
- Intern-Advice and Planning, Central Advice Group @ (June 2015 - August 2015)
- Treasurer Student Government Association @ (September 2014 - May 2015)
- Personal Service Employee @ (May 2013 - May 2015)
- Personal Service Employee @ (August 2011 - March 2012)
- Associate Snowboard Instructor @ (December 2010 - March 2012)
Kody Smith Education
- Liberty University
Bachelor of Science (BS) (Financial Planning)
2013-2016
Kody Smith Summary
- Kody Smith, based in Alpharetta, GA, US, is currently a Financial Planning Associate at Blue Trust. Kody Smith brings experience from previous roles at Eventide Asset Management, Ameriprise Financial Services, Inc. and Liberty University. Kody Smith holds a 2013 - 2016 Bachelor of Science (BS) in Financial Planning @ Liberty University. Kody Smith has 2 emails on RocketReach.
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