Roger Smith Email & Phone Number
Actively Pursuing New Opportunity @ Fischer Investment Group
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Roger Smith Location
- Denver, CO, US
Roger Smith Work
- 2026 - now Actively Pursuing New Opportunity @
- 2023 - 2026 Regional Advisor Consultant @
- 2019 - 2022 Vice-President, Insurance and Annuity Consultant- West Division @
- 2017 - 2019 Managing Partner, Senior Vice-President, Wealth Advisor @ Bloomfield Investment Group-Colorado
- 2014 - 2017 Senior Vice-President, Wealth Advisor @
- 2013 - 2014 Vice-President, Regional Sales Manager CO and NM and AZ Markets @
- 2011 - 2013 Director of Business Development @
Roger Smith Education
- University of Iowa
- The Wharton School
Roger Smith Skills
- Sales Presentations
- Strategic Hiring
- Sales Trainings
- Sales Leadership Training
- Territory Management
- Residential Mortgages
- Marketing
- Estate Planning
- Annuity Strategies
- Annuity Sales
- Insurance Planning
- Long Term Care Insurance
- Term Life Insurance
- Whole Life Insurance
- Sales
- Project Management
- Finance
- Life Insurance
- Annuities
- Financial Analysis
- Account Management
- Wealth Management
- Financial Planning
- Retirement Planning
- Asset Management
- Investments
- Financial Advisory
- Portfolio Management
- Mutual Funds
- Alternative Investments
- Insurance
- Sales Management
- Business Development
- Consulting
- Investment Management
- Investment Advisory
- Financial Services
- Series 63
- Fixed Annuities
- Wealth Management Services
- Certified Investment Management Analyst
- Seperate Managed Accounts
- Variable Annuities
- Unified Managed Accounts
- 401k
- Asset Allocation
- Strategic Financial Planning
- New Business Development
- Separately Managed Accounts
- Certified Financial Planner
- Client Retention
- Retirement
- Series 65
- Client Acquisition
- Series 7
Roger Smith Summary
- Roger Smith, based in Denver, CO, US, is currently a Actively Pursuing New Opportunity at None. Roger Smith brings experience from previous roles at Independent Financial Group, LLC, RBC Wealth Management, Bloomfield Investment Group-Colorado and Vectra Bank Colorado. Roger Smith holds a University of Iowa. With a robust skill set that includes Sales Presentations, Strategic Hiring, Sales Trainings, Sales Leadership Training, Territory Management and more. Roger Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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Roger Smith
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