Kody Smith Email & Phone Number
Financial Planning Associate @ Blue Trust
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Kody Smith Location
- Alpharetta, GA, US
Kody Smith Work
- 2024 -now Financial Planning Associate @
- 2022 -2024 Investment Operations Associate @
- 2020 -2022 Key Accounts Specialist @
- 2018 -2020 Associate Financial Advisor @
- 2016 -2018 Compliance Analyst @
- 2016 -2016 Financial Advisor @
- 2015 -2016 Portfolio Management Intern @
- 2014 -2016 President and Portfolio Manager @ Student Asset Management
- 2015 -2015 Intern-Advice and Planning, Central Advice Group @
- 2014 -2015 Treasurer Student Government Association @
- 2013 -2015 Personal Service Employee @
- 2011 -2012 Personal Service Employee @
- 2010 -2012 Associate Snowboard Instructor @
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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