Lora Smith's Location
San Diego, CA, US
Lora Smith's Work
- Senior Vice President, Strategic Development @ Carter Funds
- Senior Partner, Strategic Relationships @ Cetera Financial Group
- Managing Director, Sponsor Relationships and Product Marketing @ First Allied Securities, Inc.
- Vice President, Mutual Fund Product Manager @ First Allied Securities, Inc.
- Vice President, Business Strategies and Business Development @ First Allied Securities, Inc.
- Director of Product Marketing @ Commonwealth Financial Network
- Director Strategic Relationships, Mutual Fund and Variable Annuity Marketing @ AIG Broker Dealers (Now Advisor Group)
- Assistant to Financial Director @ Savory Milln International
Lora Smith's Education
- Arizona State University - W. P. Carey School of Business
Bachelor of Science - BS (Business Administration, Marketing)
Lora Smith's Skills
- Mutual Funds
- Series 7
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Wealth Management
- Alternative Investments
- Series 63
- Securities
- Retirement Planning
Lora Smith's Summary
Lora Smith, based in San Diego, CA, US, is currently a Senior Vice President, Strategic Development at Carter Funds, bringing experience from previous roles at Cetera Financial Group and First Allied Securities, Inc.. Lora Smith holds a Bachelor of Science - BS in Business Administration, Marketing @ Arizona State University - W. P. Carey School of Business. With a robust skill set that includes Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Investment Advisory and more, Lora Smith contributes valuable insights to the industry. Lora Smith has 1 mobile phone number on RocketReach.
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