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Ted Smith Location
Bethesda, MD, US
Ted Smith Work
2021 -now Wealth Advisor @
2025 -now Member @
2021 -now Registered Representative @
2014 -2021 Vice President Of Business Development @
2009 -2021 Investor @
2013 -2014 External Practice Management Consultant @ Fortigent, LLC
2011 -2013 Sales Associate @ Fortigent, LLC
2009 -2011 Assistant Varsity Coach and JV Offensive Coordinator @ Montgomery High School
2008 -2009 Energy Analyst - Assistant Trader @ Black Oak Energy
2007 -2008 hedge fund analyst @ Tapestry Asset Management
Ted Smith Education
Lehigh University College of Business 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 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 3 mobile phone numbers on RocketReach.
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