Michelle Smith Email & Phone Number
Chief Executive Officer
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Michelle Smith Location
- New York, NY, US
Michelle Smith Work
- 2024 - now Managing Director, Financial Advisor @
- 2012 - now Chief Executive Officer @ Smith Financial Strategies Group
- 2012 - 2024 Chief Executive Officer @ Source Financial Advisors
- 2004 - 2013 Board of Advisors @ Institute for Divorce Financial Analysts
- 1989 - 1999 Financial Advisor @ Paine Webber
- 1986 - 1989 Financial Advisor @ Merrill Lynch
Michelle Smith Education
- Newburgh Free Academy 1980 - 1982
- Radford University - College of Business and Economics
Michelle Smith Skills
- PowerPoint
- Public Speaking
- C
- Windows
- Budget
- Photoshop
- Teaching
- English
- Strategic Planning
- Outlook
- HTML
- Microsoft Office
- Microsoft Word
- Program Management
- Microsoft Excel
- Marketing
- Training
- Customer Service
- C++
- Financial Reporting
- Research
Michelle Smith Summary
- Michelle Smith, based in New York, NY, US, is currently a Chief Executive Officer at Smith Financial Strategies Group . Michelle Smith brings experience from previous roles at Savant Wealth Management, Source Financial Advisors, Institute for Divorce Financial Analysts and Paine Webber. Michelle Smith holds a 1980 - 1982 Newburgh Free Academy. With a robust skill set that includes PowerPoint, Public Speaking, C, Windows, Budget and more. Michelle Smith has 1 emails on RocketReach.
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