Nickolas Smith Email & Phone Number
Managing Director and Portfolio Specialist @ Schafer Cullen Capital Management
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Nickolas Smith Location
- Dallas, TX, US
Nickolas Smith Work
- 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 3 mobile phone numbers on RocketReach.
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