If you need more lookups,
subscriptions start at $34 USD/month.
Tristan Smith Location
Colorado Springs, CO, US
Tristan Smith Work
Principal Advisor, Capital and Wealth @ (July 2024 - Present)
Workplace Planning Consultant II @ (August 2023 - July 2024)
Workplace Planning Consultant @ (June 2022 - August 2023)
High Net Worth Service Associate @ (January 2022 - June 2022)
Customer Relationship Advocate @ (March 2021 - January 2022)
Co-Founder @ (March 2018 - March 2021)
Internship @ (March 2018 - March 2021)
Tristan Smith Education
University of Colorado Colorado Springs
Bachelors (Business and Personal/Financial Services Marketing Operations)
2016-2020
Front Range Community College
Associate of Arts - AA (Business)
2015-2017
Tristan Smith Summary
Tristan Smith, based in Colorado Springs, CO, US, is currently a Principal Advisor, Capital and Wealth at Bauer Heitzmann. Tristan Smith brings experience from previous roles at Fidelity Investments. Tristan Smith holds a 2016 - 2020 Bachelors in Business and Personal/Financial Services Marketing Operations @ University of Colorado Colorado Springs. Tristan Smith has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Tristan Smith?
Find contact details for 700 million professionals.