Todd Smurl Email & Phone Number
Founder and Portfolio Manager @ Integrity Financial Planning
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Todd Smurl Location
- United States
Todd Smurl Work
- Founder and Portfolio Manager @ (January 2021 - Present)
- Principal Consultant @ Consilium Wealth Consulting (January 2007 - Present)
- Business Consultant @ (January 2021 - December 2023)
- Wealth Advisor @ (January 2015 - November 2016)
- President and Chief Investment Officer @ (December 2010 - April 2014)
- Management Consultant @ (November 2010 - April 2011)
- Management Consultant @ (June 2010 - December 2010)
- Head of Advisory Services @ (February 2007 - May 2009)
- Executive Vice President @ (June 2003 - December 2006)
- Director, Alternative Investments Group @ (January 2000 - June 2003)
- Sr. Portfolio Manager @ (June 1996 - December 1999)
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 2 mobile phone numbers on RocketReach.
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