Shannon Smith Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Shannon Smith Location
- Seattle, WA, US
Shannon Smith Work
- Wealth Management Advisor, Senior Vice President @ (September 2004 - Present)
Shannon Smith Education
- Pepperdine University
Bachelor's Degree
2000-2004
Shannon Smith Skills
- IRA's
- Estate Planning
- Strategic Financial Planning
- IRAs
- Microsoft Office
- Project Management
- Marketing
- Microsoft Excel
- 401k
- Customer Service
- Financial Analysis
- Retirement Planning
- Equities
- Financial Planning
Shannon Smith Summary
- Shannon Smith, based in Seattle, WA, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Shannon Smith holds a 2000 - 2004 Bachelor's Degree @ Pepperdine University. With a robust skill set that includes IRA's, Estate Planning, Strategic Financial Planning, IRAs, Microsoft Office and more. Shannon Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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