Matthew Smith Email & Phone Number
Investment Manager, Vice President @ Citizens Private Wealth
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Matthew Smith Location
- Boston, MA, US
Matthew Smith Work
- Investment Manager, Vice President @ (September 2020 - Present)
- Portfolio Manager, Vice President @ (July 2016 - September 2020)
- Portfolio Manager, AVP @ (April 2015 - July 2016)
- Portfolio Manager Associate @ (January 2014 - April 2015)
- Senior Investment Specialist @ (October 2009 - January 2014)
- Sales Professional @ (March 2006 - March 2009)
- Supervisor @ (June 2004 - January 2006)
- Quarry Internship @ P.J. Keating Co. (June 2003 - August 2003)
- Quality Control Internship @ (June 2002 - August 2002)
Matthew Smith Education
- Virginia Tech
Mining Engineering (Engineering)
2000-2004 - Bishop Feehan 1996-2000
Matthew Smith Skills
- Sales
- Strategic Planning
- Mining
- Business Development
- Business Strategy
- Customer Service
- Engineering
- Minerals
- Financial Analysis
- Risk Management
- Microsoft Excel
- Negotiation
- Series 7
- Investments
- Portfolio Management
- Mutual Funds
- Equities
- Management
- Retirement Planning
- Finance
- Financial Services
- Analysis
- Financial Planning
- Wealth Management
- Securities
- Investment Strategies
- Asset Management
- Leadership
- Banking
- Financial Modeling
- Microsoft Office
- Trading
- Options
- Fixed Income
- Strategy
Matthew Smith Summary
- Matthew Smith, based in Boston, MA, US, is currently a Investment Manager, Vice President at Citizens Private Wealth. Matthew Smith brings experience from previous roles at Citizens Private Wealth, U.S. Trust and Merrill Edge. Matthew Smith holds a 2000 - 2004 Mining Engineering in Engineering @ Virginia Tech. With a robust skill set that includes Sales, Strategic Planning, Mining, Business Development, Business Strategy and more. Matthew Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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