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Teri Smith Location
Los Angeles, CA, US
Teri Smith Work
2019 -now Managing Director - Institutional Sales @
2019 -2024 Managing Director - Institutional @
2005 -2019 Senior Relationship Manager @
1993 -2005 Vice President - Relationship Manager @ Capital Guardian Trust Company
1993 -1995 Senior Associate @ Scudder Investments
Teri Smith Education
San Diego State University-California State University
B.A. (Dean's List, Gamma Phi Beta Sorority)
1984-1988
University of California, Irvine
PFP (Personal Financial Planning)
Wharton School, University of Pennsylvania
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 Dean's List, Gamma Phi Beta Sorority @ San Diego State University-California State University. With a robust skill set that includes Asset Allocation, Series 7, Financial Services, Alternative Investments, Institutional Sales and more. Teri Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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