Neill Smith Email & Phone Number
Account Review Analyst @ Morgan Stanley
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Neill Smith Location
- Sandy, UT, US
Neill Smith Work
- Account Review Analyst @ (May 2019 - Present)
- Branch Service Manager @ (July 2015 - April 2019)
- Risk Analyst @ (May 2012 - July 2015)
- Amerivest Support Representative @ (January 2012 - May 2012)
- Operations Manager @ (April 2010 - May 2011)
- Stock Plans Manager @ E*TRADE Financial / Harrisdirect, LLC (November 2003 - March 2010)
- Institutional Relationship Manager @ HarrisDirect (November 2003 - March 2006)
- Insurance Agent @ Farmers Insurance Group (January 2003 - October 2003)
- Senior Trader @ (January 1993 - November 2001)
Neill Smith Education
- University of Utah
B.S (Finance)
1985-1990
Neill Smith Skills
- Asset Allocation
- Brokerage
- Call Center
- Coaching
- Compliance
- Customer Relations
- Customer Service
- Equities
- Excel
- Financial Markets
- Fixed Income
- Investments
- Licensing
- Microsoft Office
- Mutual Funds
- Options
- Portfolio Management
- PowerPoint
- Problem Solving
- Retirement Planning
- Risk
- Risk Management
- Securities
- Series 24
- Series 4
- Series 53
- Series 66
- Series 7
- Team Building
- Trading
- Business Analysis
- Analysis
- Process Improvement
- SQL
- Sales
- Banking
Neill Smith Summary
- Neill Smith, based in Sandy, UT, US, is currently a Account Review Analyst at Morgan Stanley. Neill Smith brings experience from previous roles at Morgan Stanley, TD Ameritrade and Integrated Financial Group. Neill Smith holds a 1985 - 1990 B.S in Finance @ University of Utah. With a robust skill set that includes Asset Allocation, Brokerage, Call Center, Coaching, Compliance and more. Neill Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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