Patrick Smith Email

Director of Wealth and Asset Management Solutions @ Charles Schwab

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Patrick Smith Location

Omaha, NE, US

Patrick Smith Work

2025 - now Director of Wealth and Asset Management Solutions @ Charles Schwab
2024 - 2025 Senior Product Manager - Client Satisfaction and Retention @ TradeStation
2021 - 2024 Director of Product and Segmentation Marketing @ Charles Schwab

2015 - 2021 Senior Manager - Marketing Strategy and Planning @ TD Ameritrade
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2011 - 2015 Program Manager and Senior Marketing Specialist @ TD Ameritrade
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2009 - 2011 New Client Development and Sales @ TD Ameritrade
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2008 - 2009 Financial Consultant @ Securities America Inc.
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2006 - 2008 Insurance Wholesaler @ FB Advisors

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Patrick Smith Education

Creighton University
Master of Business Administration (MBA) (Financial Services)
2009 - 2013
Creighton University
Master of Science (MS) (Securities Analysis and Portfolio Management)
2009 - 2013
Bellevue University
BS-Marketing Management (Business)
2000 - 2004

Patrick Smith Summary

Patrick Smith, based in Omaha, NE, US, is currently a Director of Wealth and Asset Management Solutions at Charles Schwab. Patrick Smith brings experience from previous roles at TradeStation, Charles Schwab and TD Ameritrade. Patrick Smith holds a 2009 - 2013 Master of Business Administration (MBA) in Financial Services @ Creighton University. Patrick Smith has 2 emails on RocketReach.

Patrick Smith Emails

Found 2 emails

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Patrick Smith

Director of Wealth and Asset Management Solutions at Charles Schwab

Omaha, NE, US
2
- schwab.com
- schwab.com.hk

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