Marilyn Smith's Location
Colorado Springs, CO, US
Marilyn Smith's Work
- Director Base Camp Platform Operations @ Concurrent
- Associate Director, Advisor Solutions @ Concurrent
- Branch Manager-Central Region @ Concurrent
- Senior Client Specialist @ Rw Baird Co Inc
- Region Administration Manager @ U.S. Bancorp Investments, Inc.
- Morgan Stanley @ Morgan Stanley
- Registered Sales Assistant @ LPL Financial
- Registered Sales Assistant @ RBC Wealth Management
Marilyn Smith's Education
- Harvard Extension School
Management (Business Administration and )
2015 - 2016 - Colorado State University Global
(BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
Marilyn Smith's Skills
- Series 7
- Management
- FINRA
- Retirement Planning
- Financial Planning
- Mutual Funds
- Series 63
- Wealth Management
- Investments
- Financial Services
Marilyn Smith's Summary
Marilyn Smith, based in Colorado Springs, CO, US, is currently a Director Base Camp Platform Operations at Concurrent, bringing experience from previous roles at Concurrent, Concurrent Advisors, Rw Baird Co Inc and US Bancorp Investments, Inc. Marilyn Smith holds a 2015 - 2016 Management in Business Administration and @ Harvard Extension School. With a robust skill set that includes Series 7, Management, FINRA, Retirement Planning, Financial Planning and more, Marilyn Smith contributes valuable insights to the industry. Marilyn Smith has 1 email on RocketReach.
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