Rhonda Smith Email & Phone Number
Senior Vice President and Investments - Stifel @ Stifel Financial Corp.
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Rhonda Smith Location
- Kirkland, WA, US
Rhonda Smith Work
- 2019 -now Senior Vice President and Investments - Stifel @
- 2009 -2019 Financial Advisor @ RBC WM
- 1999 -2009 Private Client Advisor @
- 1986 -1999 Banker @
Rhonda Smith Skills
- Estate Planning
- Accounting
- Fixed Income
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Mortgage Lending
- Asset Allocation
- Investment Advisory
- Asset Managment
- Wealth Management
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Microsoft Excel
- Credit
- Customer Service
- Management
- Project Management
- Research
- Private Banking
- Series 7
- Trust Services
Rhonda Smith Summary
- Rhonda Smith, based in Kirkland, WA, US, is currently a Senior Vice President and Investments - Stifel at Stifel Financial Corp.. Rhonda Smith brings experience from previous roles at RBC WM and Bank of America. With a robust skill set that includes Estate Planning, Accounting, Fixed Income, Retirement Planning, Wealth Management Services and more. Rhonda Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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