Neill Smith Email & Phone Number
Account Review Analyst @ Morgan Stanley
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Neill Smith Location
- Sandy, UT, US
Neill Smith Work
- 2019 -now Account Review Analyst @
- 2015 -2019 Branch Service Manager @
- 2012 -2015 Risk Analyst @
- 2012 -2012 Amerivest Support Representative @
- 2010 -2011 Operations Manager @
- 2003 -2010 Stock Plans Manager @ E*TRADE Financial / Harrisdirect, LLC
- 2003 -2006 Institutional Relationship Manager @ HarrisDirect
- 2003 -2003 Insurance Agent @ Farmers Insurance Group
- 1993 -2001 Senior Trader @
Neill Smith Education
- University of Utah
B.S (Finance)
1985-1990
Neill Smith Skills
- Series 24
- Trading
- Business Analysis
- Customer Service
- Excel
- Microsoft Office
- Equities
- Securities
- Retirement Planning
- Series 66
- Risk Management
- Risk
- Analysis
- Options
- PowerPoint
- Licensing
- Fixed Income
- Series 4
- Process Improvement
- Series 53
- Coaching
- Call Center
- Asset Allocation
- SQL
- Series 7
- Brokerage
- Sales
- Compliance
- Mutual Funds
- Portfolio Management
- Customer Relations
- Financial Markets
- Problem Solving
- Banking
- Team Building
- Investments
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 Series 24, Trading, Business Analysis, Customer Service, Excel and more. Neill Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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