Tricia Smith Email
Retirement Plan Specialist @ Muncaster Financial Group
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Tricia Smith Location
- Greenville, SC, US
Tricia Smith Work
- 2015 -now Retirement Plan Specialist @
- 2013 -2015 Vice President - Investor Relations @ Serrus Capital Partners
- 2012 -2013 Client Manager and Analyst @ NFP-CBA
- 2002 -2012 Managing Director and Analyst @ Centillion Partners/Elliott Davis Investment Advisors
- 1993 -2002 Analyst @ The Robinson-Humphrey Company/Salomon Smith Barney
Tricia Smith Education
- Davidson College
Bachelor of Arts (B.A.) (Economics)
Tricia Smith Skills
- Portfolio Management
- Management
- Performance Reporting
- Investments
- 401K Participant Education
- Public Speaking
- Apparel
- Investment Management
- Mergers and Acquisitions
- Fiduciary Education
- Mutual Fund Analysis
- Investor Relations
- RFP
- CRM
- Mutual Funds
- Client Relationship Management
- Investment Policy Statement Design
- Equity Research
- 401 Participant Education
Tricia Smith Summary
- Tricia Smith, based in Greenville, SC, US, is currently a Retirement Plan Specialist at Muncaster Financial Group. Tricia Smith brings experience from previous roles at Serrus Capital Partners, NFP-CBA, Centillion Partners/Elliott Davis Investment Advisors and The Robinson-Humphrey Company/Salomon Smith Barney. Tricia Smith holds a Bachelor of Arts (B.A.) in Economics @ Davidson College. With a robust skill set that includes Portfolio Management, Management, Performance Reporting, Investments, 401K Participant Education and more. Tricia Smith has 1 emails on RocketReach.
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