Marshall Smith Email & Phone Number
Senior Registered Client Associate @ Cedar Creek Wealth Management
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Marshall Smith Location
- Issaquah, WA, US
Marshall Smith Work
- 2024 -now Senior Registered Client Associate @
- 2012 -2024 Senior Registered Client Associate - Assistant Vice President @
- 2009 -2010 Registered Broker @
- 2000 -2009 Assistant Trading and Assistant Branch Manager @
- 1996 -2000 Assistant Manager @ Loews Cineplex Entertainment
Marshall Smith Education
- University of Washington
Bachelor of Business Administration - BBA (Finance and International Business)
2012-2014 - Shoreline Community College
Associate's degree (Business transfer)
2011-2012
Marshall Smith Skills
- Leadership
- Microsoft Office
- Financial Advisory
- Securities
- PowerPoint
- Investments
- Trading
- Microsoft Excel
- Advisory
- Public Speaking
- Finance
- Customer Service
- Equities
Marshall Smith Summary
- Marshall Smith, based in Issaquah, WA, US, is currently a Senior Registered Client Associate at Cedar Creek Wealth Mangement. Marshall Smith brings experience from previous roles at Wells Fargo Advisors, StockCross and Loews Cineplex Entertainment. Marshall Smith holds a 2012 - 2014 Bachelor of Business Administration - BBA in Finance and International Business @ University of Washington. With a robust skill set that includes Leadership, Microsoft Office, Financial Advisory, Securities, PowerPoint and more. Marshall Smith has 4 emails and 3 mobile phone numbers on RocketReach.
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