Regan Smith Email & Phone Number
Wealth Advisor @ Focus Partners Wealth
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Regan Smith Location
- Denver, CO, US
Regan Smith Work
- 2025 -now Wealth Advisor @
- 2017 -2025 Wealth Advisor @
- 2015 -2017 Financial Planning Associate @
- 2014 -2015 Financial Planning Specialist @
- 2014 -2014 Client Service Manager @
Regan Smith Education
- Marquette University High School
- University of Wisconsin-Madison
Bachelor of Science (Personal Finance)
Regan Smith Skills
- Business Ethics
- Estate Planning
- PowerPoint
- Salesforce.com
- Insurance
- Sales
- Financial Planning
- Investments
- Communication Skills
- Money Guide Pro
- Financial Services
- Life Insurance
- Mutual Funds
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Time Management
- Customer Service
- Financial Analysis
- Teamwork
- Personal Finance
- Efficiency
- Analysis
Regan Smith Summary
- Regan Smith, based in Denver, CO, US, is currently a Wealth Advisor at Focus Partners Wealth. Regan Smith brings experience from previous roles at Adero Partners, LLC and Annex Wealth Management. Regan Smith holds a Marquette University High School. With a robust skill set that includes Business Ethics, Estate Planning, PowerPoint, Salesforce.com, Insurance and more. Regan Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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