Todd Smithpeter Email & Phone Number

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Director, Retirement Plan Consulting and Senior Financial Advisor @ (June 2010 - Present)
Senior Investment Advisor @ (July 2007 - June 2010)
Director of Advisory Services @ MasterPlan Advisors - Dougherty Petroff & Associates (March 2006 - July 2007)
Vice President and Relationship Manager @ Union Bank of California (January 2000 - January 2006)
Senior Account Manager and Director of Operations @ Copper Mountain Trust (June 1995 - January 2000)
Investor Services and 401(k) Operations Supervisor @ Crabbe Huson (January 1993 - June 1995)

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, 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.