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
- Senior Registered Client Associate @ (March 2024 - Present)
- Senior Registered Client Associate - Assistant Vice President @ (July 2012 - March 2024)
- Registered Broker @ (May 2009 - October 2010)
- Assistant Trading and Assistant Branch Manager @ (February 2000 - March 2009)
- Assistant Manager @ Loews Cineplex Entertainment (January 1996 - January 2000)
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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