Teri Smith Email & Phone Number
Managing Director - Institutional Sales @ Principal Global Investors
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Teri Smith Location
- Los Angeles, CA, US
Teri Smith Work
- Managing Director - Institutional Sales @ (May 2019 - Present)
- Managing Director - Institutional @ (May 2019 - November 2024)
- Senior Relationship Manager @ (September 2005 - April 2019)
- Vice President - Relationship Manager @ Capital Guardian Trust Company (September 1993 - August 2005)
- Senior Associate @ Scudder Investments (January 1993 - January 1995)
Teri Smith Education
- San Diego State University
B.A. (Speech Communication)
1984-1988 - UC Irvine
PFP (Personal Financial Planning)
- The Wharton School
AIMSE Investment Institute
Teri Smith Skills
- Asset Allocation
- Series 7
- Financial Services
- Alternative Investments
- Institutional Sales
- Asset Management
- Sales
- Equities
- Client Services
- Separately Managed Accounts
- Investment Management
- Asset Managment
- Mutual Funds
- Fixed Income
- Institutional Investments
- Capital Markets
- Portfolio Management
- Hedge Funds
- Wellness
- Development
- Business Development
- Education
- SAN
- Separately Managed
- Institutional
Teri Smith Summary
- Teri Smith, based in Los Angeles, CA, US, is currently a Managing Director - Institutional Sales at Principal Asset Management. Teri Smith brings experience from previous roles at Principal Asset Management, Aberdeen Asset Management, Capital Guardian Trust Company and Scudder Investments. Teri Smith holds a 1984 - 1988 B.A. in Speech Communication @ San Diego State University. With a robust skill set that includes Asset Allocation, Series 7, Financial Services, Alternative Investments, Institutional Sales and more. Teri Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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