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
- 2020 -now Investment Manager, Vice President @
- 2016 -2020 Portfolio Manager, Vice President @
- 2015 -2016 Portfolio Manager, AVP @
- 2014 -2015 Portfolio Manager Associate @
- 2009 -2014 Senior Investment Specialist @
- 2006 -2009 Sales Professional @
- 2004 -2006 Supervisor @
- 2003 -2003 Quarry Internship @ P.J. Keating Co.
- 2002 -2002 Quality Control Internship @
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 on RocketReach.
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Top Citizens Private Wealth Employees
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Rod Olea
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