Nickolas Smith's Location
Dallas, TX, US
Nickolas Smith's Work
- Portfolio Specialist @ Schafer Cullen Capital Management, Inc.
- Associate Regional Sales Director - Consulting Group @ Morgan Stanley
- Senior Consulting Group Analyst @ Morgan Stanley
- Marketing Associate @ Morgan Stanley
Nickolas Smith's Education
- Xavier University
BSBA (Finance)
2001 - 2005
Nickolas Smith's Skills
- Alternative Investments
- Uniform Combined State Law
- Portfolio Management
- Series 63
- Investment Strategies
- ETFs
- Investments
- Marketing
- Separately Managed Accounts
- Asset Allocation
Nickolas Smith's Summary
Nickolas Smith, based in Dallas, TX, US, is currently a Portfolio Specialist at Schafer Cullen Capital Management, bringing experience from previous roles at Morgan Stanley 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 contributes valuable insights to the industry. Nickolas Smith has 2 emails and 1 mobile phone number on RocketReach.
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