Susan Smith Email & Phone Number
Vice President | Financial Planning Specialist | Financial Advisor
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Susan Smith Location
- Atlanta, GA, US
Susan Smith Work
- 2001 - now Vice President | Financial Planning Specialist | Financial Advisor @ Morgan Stanley
- 1972 - 2001 Last Position was Senior Vice President and Team Leader in the Private Bank - @ Bank of America
Susan Smith Education
- Salem College, Winston-Salem, NC
BA (History)
1968 - 1972 - The Westminster Schools, Atlanta,Ga
High School (High School)
1961 - 1968
Susan Smith Skills
- Management
- Project Management
- Microsoft Excel
- Planning
- Credit
- Financial Analysis
- Financial Planning
- Equity Research
- Mergers and Acquisitions
- Investor Relations
- Asset Managment
- Asset Management
- Strategy
- Start Ups
- Due Diligence
- Investments
- Private Equity
- Sales
- Equities
- Hedge Funds
- Real Estate
- Bloomberg
- Marketing
- Series 7
- Marketing Strategy
- Public Relations
- Salesforce.com
- Digital Communication Strategy
- SEO
- Social Media Marketing
- Investor Reporting
- Fundraising
- Alternative Investments
- Venture Capital
- Competitive Analysis
- Corporate Finance
- Emerging Markets
- Equity Valuation
- Entrepreneurship
- Financial Services
- Investment Strategies
- Corporate Development
- Investment Management
Susan Smith Summary
- Susan Smith, based in Atlanta, GA, US, is currently a Vice President | Financial Planning Specialist | Financial Advisor at Morgan Stanley. Susan Smith brings experience from previous roles at Bank of America. Susan Smith holds a 1968 - 1972 BA in History @ Salem College, Winston-Salem, NC. With a robust skill set that includes Management, Project Management, Microsoft Excel, Planning, Credit and more.
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