Ted Smith Email & Phone Number
Registered Representative @ Innovation Partners, LLC
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Ted Smith Location
- Bethesda, MD, US
Ted Smith Work
- Director Wealth Strategy and Advisory @ (March 2021 - Present)
- Member @ (July 2025 - Present)
- Registered Representative @ (January 2021 - Present)
- Vice President Of Business Development @ (September 2014 - March 2021)
- Investor @ (March 2009 - February 2021)
- External Practice Management Consultant @ Fortigent, LLC (February 2013 - August 2014)
- Sales Associate @ Fortigent, LLC (August 2011 - February 2013)
- Assistant Varsity Coach and JV Offensive Coordinator @ Montgomery High School (August 2009 - August 2011)
- Energy Analyst - Assistant Trader @ Black Oak Energy (August 2008 - February 2009)
- hedge fund analyst @ Tapestry Asset Management (December 2007 - January 2008)
Ted Smith Education
- Lehigh University College of Business
BS (Finance)
2004-2008 - Montgomery High School 2000-2004
Ted Smith Skills
- Asset Management
- Portfolio Management
- Investments
- New Business Development
- Cold Calling
- Prospect Research
- Market Opportunity Analysis
- Alternative Investments
- Alternative Investment Strategies
- Microsoft Excel
- Asset Managment
- Fixed Income
- Derivatives
- Financial Services
- Mutual Funds
- Microsoft Office
- C++
- Management
- Project Management
- Services
- RIA
- Coaching
- Business Analysis
- Financial Analysis
Ted Smith Summary
- Ted Smith, based in Bethesda, MD, US, is currently a Registered Representative at Innovation Partners, LLC. Ted Smith brings experience from previous roles at Next Capital Management LLC, The Post, Mount Yale Capital Group and Game Plan. Ted Smith holds a 2004 - 2008 BS in Finance @ Lehigh University College of Business. With a robust skill set that includes Asset Management, Portfolio Management, Investments, New Business Development, Cold Calling and more. Ted Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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