Scottie Smith Email & Phone Number
Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
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Scottie Smith Location
- Brentwood, TN, US
Scottie Smith Work
- 2026 -now Wealth Management Advisor @
- 2022 -2026 Wealth Management Advisor @
- 2016 -2022 Financial Advisor @
Scottie Smith Education
- Yale School of Management
Investment Managment Theory and Practice
2020-2021 - East Tennessee State University
Bachelor's Degree
1994-1999
Scottie Smith Skills
- Series 63
- Banking
- Loan Origination
- Portfolio Management
- Mortgage Banking
- Investments
- Relationship Management
- Mortgage Lending
- Credit Risk
- Series 6
- Finance
- Strategic Planning
- Commercial Banking
- Wealth Management
- Underwriting
- Microsoft Office
- Risk Management
- Credit
- Consumer Lending
- Customer Service
- Financial Analysis
- Series 7
- Credit Analysis
- Retail Banking
- Life And Health Insurance Licenses
- Small Business Lending
- Loans
- Commercial Lending
- Team Building
- Consulting
- Client Contact
- Professional Network
- Sound
- Insurance
- Mortgage Brokers
- Conventional
- Sales
- Community
- Customer Retention
- Mentoring
- Adjustments
- Minded
- Solicitation
- Westlaw
- Genuine
- Goldmine
- Construction
- Legal
- Assessment
- Management
- Modification
- Financial Statements
- Coaching
- Feasibility Studies
- Hsbc
- Contractors
- Funding
- FHA
- CRM
- Resolve
- Loan Servicing
- Wellness
- Qualifying Prospects
- Profit
- Settlement
- Customer Satisfaction
- Cell
- Business Services
- Copies
- Institutional Investments
- Cultivate
- Supervision
- Branding
- Sales Promotion
- Acquisitions
- Property
- Affluent
- Training
- Policy
- Subject Matter Expert
- Business Management
- Loss Mitigation
- Quality Control
- Results Driven
- Locating
- Capital
- Commercial Real Estate
- Analysis
- Campaigns
- Marketing Research
- Workout
- Direct Lending
- Yahoo
- Evaluations
- Birmingham
- Secondary Market
- Discretion
- Referral Network
- Business Expansion
- Communication
- Negotiation
- Operations
- Exceptions
- Marketing
- Project
- Small Business
- Credit Unions
- Loan Modifications
- Evaluation Tools
- HAMP
- Sales Presentations
- Income
- Responsibility
- Policies and Procedures
- Regulations
- Rapport
- To $1
- Obtain
- Portfolio
- HFC
- Reviews
- Juris
- Guidelines
- Signing
- Validating
- Referrals
- Financial Services
- Compliance
- Interest Rates
- Financial Companies
- Key Accounts
- Budgets
- Financial Transactions
- Risk
- Wells Fargo
- Consumer
- Selling
- Strategy
- Leadership
- Start Ups
- Product Development
- Business Development
- Strategic Partnerships
- Sales Management
- Public Speaking
- Competitive Analysis
- Business Planning
- New Business Development
- Agriculture
- Soil
- Entrepreneurship
- Project Planning
- Executive Management
- Business Strategy
- Marketing Strategy
- Program Management
- Cross Functional Team Leadership
- Fertilizers
- Operations Management
- Manufacturing
- Agribusiness
- Fundraising
- Market Research
- Supply Chain
- Procurement
- Sustainability
- Logistics
- Management Consulting
- Market Analysis
- Process Improvement
- Mergers and Acquisitions
- Education
- Long Term Customer Relationships
- Retention Management
Scottie Smith Summary
- Scottie Smith, based in Brentwood, TN, US, is currently a Wealth Management Advisor at U.S. Bancorp Advisors. Scottie Smith brings experience from previous roles at U.S. Bancorp Investments and Merrill Lynch Wealth Management. Scottie Smith holds a 2020 - 2021 Investment Managment Theory and Practice @ Yale School of Management. With a robust skill set that includes Series 63, Banking, Loan Origination, Portfolio Management, Mortgage Banking and more. Scottie Smith has 4 emails and 5 mobile phone numbers on RocketReach.
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