Phil Smith's Location
Berea, OH, US
Phil Smith's Work
- Senior Investment Analyst @ KeyBank
- Manager of Operations @ Prima Capital
- Financial Advisor @ New York Fitness
- Director of Fee-Based Investment Products - Vice President @ McDonald Investments
- Separately Managed Accounts Product Line Manager - Vice President @ McDonald Investments
- UMA Modeled Investment Product Manager - Vice President @ McDonald Investments
- Manager of Wrap Program Due Diligence - Vice President @ McDonald Investments
- Senior Separately Managed Account Due Diligence Analyst - Associate Vice President @ McDonald Investments
- Separately Managed Accounts Financial Analyst @ McDonald Investments
Phil Smith's Education
- Case Western Reserve University School of Law
J.D. (Criminal Law and Taxation)
1991 - 1994 - Baldwin Wallace University
B.A. (Dual: Business Admin & Economics)
1986 - 1990 - Upper Arlington High School
High School Diploma
1983 - 1986
Phil Smith's Skills
- Leadership
- Analysts
- Institutional
- Research
- Alternative Investments
- CRM
- Due Diligence
- Sales
- Portfolio Management
- Services
Phil Smith's Summary
Phil Smith, based in Berea, OH, US, is currently a Senior Investment Analyst at Key Bank, bringing experience from previous roles at Prima Capital, UBS Wealth Management and McDonald Investments. Phil Smith holds a 1991 - 1994 J.D. in Criminal Law and Taxation @ Case Western Reserve University School of Law. With a robust skill set that includes Leadership, Analysts, Institutional, Research, Alternative Investments and more, Phil Smith contributes valuable insights to the industry. Phil Smith has 2 emails on RocketReach.
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