Steven Smith Email & Phone Number
Client Service Associate @ TFC Financial Management, Inc.
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Steven Smith Location
- Burlington, MA, US
Steven Smith Work
- 2016 -now Client Service Associate @
- 2016 -now Senior Client Service Associate @
- 2006 -2016 Senior Associate @
- 1999 -2006 Client Service Rep and Bank Operations @
Steven Smith Education
- University of Phoenix
Bachelor's degree (Accounting)
2009-2013 - Minuteman Regional High School
Retail / Banking Administation (Banking / Accounting)
1999-2001
Steven Smith Skills
- Portfolio Management
- Financial Modeling
- Management
- Series 63
- Banking
- Planning
- Accounting
- Credit
- Investment Management
- Series 7
- Account Reconciliation
- Financial Planning
- Administartion
Steven Smith Summary
- Steven Smith, based in Burlington, MA, US, is currently a Client Service Associate at TFC Financial Management. Steven Smith brings experience from previous roles at TFC Financial Management, Canaccord Genuity Inc. and Cambridge Savings Bank. Steven Smith holds a 2009 - 2013 Bachelor's degree in Accounting @ University of Phoenix. With a robust skill set that includes Portfolio Management, Financial Modeling, Management, Series 63, Banking and more. Steven Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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