Todd Smurl Email & Phone Number
Founder and Portfolio Manager @ Integrity Financial Planning
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Todd Smurl Location
- United States
Todd Smurl Work
- 2021 -now Founder and Portfolio Manager @
- 2007 -now Principal Consultant @ Consilium Wealth Consulting
- 2021 -now Business Consultant @
- 2015 -2016 Wealth Advisor @
- 2010 -2014 President and Chief Investment Officer @
- 2010 -2011 Management Consultant @
- 2010 -2010 Management Consultant @
- 2007 -2009 Head of Advisory Services @
- 2003 -2006 Executive Vice President @
- 2000 -2003 Director, Alternative Investments Group @
- 1996 -1999 Sr. Portfolio Manager @
Todd Smurl Education
- University of Arkansas at Little Rock
MBA (Finance)
1991-1994 - University of Central Arkansas
BBA (Marketing)
1987-1991
Todd Smurl Skills
- Portfolio Management
- Alternative Investments
- Wealth Management
- Investments
- Asset Management
- Investment Management
- Mutual Funds
- Financial Services
- Hedge Funds
- Fixed Income
- Equities
- Risk Management
- Investment Strategies
- Financial Analysis
- Asset Managment
- Financial Modeling
- Banking
- Finance
- Financial Advisory
- Strategy
- Due Diligence
- Research
- Financial Planning
- Equity Research
- Strategic Financial Planning
- Bonds
- Options
- Private Banking
- Investment Banking
- Structured Products
- 401k
- Pension Funds
- Hedging
- Human Resources (HR)
- Trading
- Hiring
- Marketing
- Investment Advisory
- Business Development
- Insurance
- Bloomberg
- Wealth Management Services
- High Net Worth Individuals
- ETFs
- Separately Managed Accounts
- Fixed Income Portfolio Management
- Fund Of Funds
- Chartered Financial Analyst
- Series 63
- Social Media
- Sales
- Strategic Planning
- Program Management
- Event Management
- Community Management
- Brand Strategy
- Design
- Project Management
Todd Smurl Summary
- Todd Smurl, based in United States, is currently a Founder and Portfolio Manager at Integrity Financial Planning, LLC. Todd Smurl brings experience from previous roles at Consilium Wealth Consulting, F2 Strategy, The Ayco Company, L.P., a Goldman Sachs Company and Ascendant Advisors. Todd Smurl holds a 1991 - 1994 MBA in Finance @ University of Arkansas at Little Rock. With a robust skill set that includes Portfolio Management, Alternative Investments, Wealth Management, Investments, Asset Management and more. Todd Smurl has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Integrity Financial Planning Employees
Todd Smurl
Founder and Portfolio Manager
United States
Ryan Firth
CPA Financial Planner
Bellaire, TX, US
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