Todd Smithpeter Email & Phone Number
Director, Retirement Plan Consulting and Senior Financial Advisor @ Cedar Mountain Advisors, LLC.
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Todd Smithpeter Location
- West Linn, OR, US
Todd Smithpeter Work
- 2010 -now Director, Retirement Plan Consulting and Senior Financial Advisor @
- 2007 -2010 Senior Investment Advisor @
- 2006 -2007 Director of Advisory Services @ MasterPlan Advisors - Dougherty Petroff & Associates
- 2000 -2006 Vice President and Relationship Manager @ Union Bank of California
- 1995 -2000 Senior Account Manager and Director of Operations @ Copper Mountain Trust
- 1993 -1995 Investor Services and 401(k) Operations Supervisor @ Crabbe Huson
Todd Smithpeter Education
- Oregon State University
Bachelor's of Science (Finance, General)
1987-2002 - Oregon State University
Bachelor of Science (BS) Finance (Minor, Economics)
1988-1992
Todd Smithpeter Skills
- Retirement Planning
- Investment Advisory
- Asset Management
- Pensions
- 401(k) Retirement Savings Plans
- Mutual Funds
- Investments
- Wealth Management
- Financial Services
- Securities
- Financial Advisory
- Investment Management
- Finance
- Asset Allocation
- 401 Retirement Savings Plans
Todd Smithpeter Summary
- Todd Smithpeter, based in West Linn, OR, US, is currently a Director, Retirement Plan Consulting and Senior Financial Advisor at Cedar Mountain Advisors, LLC.. Todd Smithpeter brings experience from previous roles at The Standard, MasterPlan Advisors - Dougherty Petroff & Associates, Union Bank of California and Copper Mountain Trust. Todd Smithpeter holds a 1987 - 2002 Bachelor's of Science in Finance, General @ Oregon State University. With a robust skill set that includes Retirement Planning, Investment Advisory, Asset Management, Pensions, 401(k) Retirement Savings Plans and more. Todd Smithpeter has 2 emails and 1 mobile phone numbers on RocketReach.
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Todd Smithpeter
Senior Investment Advisor
West Linn, OR, US
Top Cedar Mountain Advisors, LLC. Employees
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