Assistant Vice President Associate Client Advisor @ (January 2024 - December 2025)
Private Wealth Analyst @ (November 2021 - September 2023)
Private Wealth Analyst @ (June 2020 - November 2021)
Associate Wealth Advisor @ (January 2019 - June 2020)
Internal Wholesaler @ (September 2015 - December 2018)
Summer Analyst @ (June 2014 - August 2014)
Teddy Smith Education
University of New Hampshire
Bachelor of Science (BS) (Finance, General)
2012-2015
High Point University 2012-2013
Teddy Smith Summary
Teddy Smith, based in Portland, ME, US, is currently a Vice President, Client Advisor at R.M. Davis. Teddy Smith brings experience from previous roles at R.M. Davis, Morgan Stanley, Merrill Lynch and The Colony Group. Teddy Smith holds a 2012 - 2015 Bachelor of Science (BS) in Finance, General @ University of New Hampshire. Teddy Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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