2010 -
now Managing Director and Portfolio Specialist @
2008 -
2009 Associate Regional Sales Director - Consulting Group @
2005 -
2008 Senior Consulting Group Analyst @
2004 -
2005 Marketing Associate @
Nickolas Smith Education
Xavier University
BSBA (Finance)
2001
-
2005
Nickolas Smith Skills
Alternative Investments
Uniform Combined State Law
Portfolio Management
Series 63
Investment Strategies
ETFs
Investments
Marketing
Separately Managed Accounts
Asset Allocation
Investment Advisory
Series 7
Mutual Funds
Wealth Management
Investment Management
Nickolas Smith Summary
Nickolas Smith, based in Dallas, TX, US, is currently a Managing Director and Portfolio Specialist at Schafer Cullen Capital Management. Nickolas Smith brings experience from previous roles at Morgan Stanley Smith Barney and Smith Barney. Nickolas Smith holds a 2001 - 2005 BSBA in Finance @ Xavier University. With a robust skill set that includes Alternative Investments, Uniform Combined State Law, Portfolio Management, Series 63, Investment Strategies and more. Nickolas Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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