Timothy Morton-Smith's Location
Santa Barbara, CA, US
Timothy Morton-Smith's Work
- Chief Executive Officer, Founder @ Home Savi
- Partner, Co-Founder @ Pacific Pointe Advisors
- Equity and Fixed Income Trader @ Union Bank
Timothy Morton-Smith's Education
- CFA Institute2018 - 2018
- University of Southern California - Marshall School of Business
Bachelor of Science (Business Administration, Management, Business Administration and Management, Entrepreneurship)
2001 - 2005
Timothy Morton-Smith's Skills
- Investments
- Equities
- Entrepreneurship
- Financial Modeling
- Management
- Fixed Income
- Wealth Management
- Financial Analysis
- Valuation
- Hedge Funds
Timothy Morton-Smith's Summary
Timothy Morton-Smith, based in Santa Barbara, CA, US, is currently a Chief Executive Officer, Founder at Home Savi, bringing experience from previous roles at Pacific Pointe Advisors and Union Bank. Timothy Morton-Smith holds a 2018 - 2018 CFA Institute. With a robust skill set that includes Investments, Equities, Entrepreneurship, Financial Modeling, Management and more, Timothy Morton-Smith contributes valuable insights to the industry. Timothy Morton-Smith has 3 emails and 1 mobile phone number on RocketReach.
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