Otis Smith Email & Phone Number
Vice President @ Goldman Sachs
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Otis Smith Location
- Atlanta, GA, US
Otis Smith Work
- 2016 -now Vice President @
- 2011 -2016 Portfolio Strategist @
- 2008 -2016 Senior Regional Investment Officer (GA) @
- 2005 -2008 Client Relations Officer @
- 2002 -2005 Portfolio Administrator @
- 2000 -2002 Retirement Planning Strategist @
Otis Smith Education
- University at Albany
Master's degree (Finance and Financial Management Services)
2005-2009 - Le Moyne College
Bachelor of Science (BS) (Business Administration and Management, General)
1996-2000
Otis Smith Skills
- Alternative Investments
- Equities
- Portfolio Management
- Series 63
- Securities
- Investments
- Asset Management
- Finance
- Series 65
- Asset Allocation
- Financial Analysis
- Series 7
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
Otis Smith Summary
- Otis Smith, based in Atlanta, GA, US, is currently a Vice President at Goldman Sachs. Otis Smith brings experience from previous roles at Goldman Sachs. Otis Smith holds a 2005 - 2009 Master's degree in Finance and Financial Management Services @ University at Albany. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Series 63, Securities and more. Otis Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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