William Smith Email
Director of Model Portfolio Solutions @ ETF Action
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William Smith Location
- Denver, CO, US
William Smith Work
- Director of Model Portfolio Solutions @ (January 2024 - Present)
- Senior Research Analyst and Portfolio Consultant @ (July 2021 - January 2024)
- Senior Investment Analyst, ETF Portfolio Management and Research @ (February 2020 - July 2021)
- Investment Analyst, ETF Portfolio Management and Research @ (December 2017 - February 2020)
- Intermediary Analyst @ (July 2016 - December 2017)
- Fund Accountant @ (June 2015 - July 2016)
- Accounting Assistant @ (June 2014 - August 2014)
- Finance Intern @ (May 2013 - August 2013)
William Smith Education
- University of Denver - Daniels College of Business
Master of Business Administration - MBA (Finance Concentration)
2020-2022 - Auburn University
Bachelor's of Science in Business Administration (Finance)
2011-2015
William Smith Skills
- Management
- Leadership
- Microsoft Office
- Research
- Finance
- Portfolio Management
- Financial Analysis
- Equity Research
- Equity Trading
- Mutual Funds
- Trading
- Data Analysis
- Financial Markets
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Bloomberg
- Leadership Development
- Teamwork
- Product Control
- ETFs
- Trading Strategies
- Morningstar
- FactSet
William Smith Summary
- William Smith, based in Denver, CO, US, is currently a Director of Model Portfolio Solutions at ETF Action. William Smith brings experience from previous roles at ETF Action and ALPS, A DST Company. William Smith holds a 2020 - 2022 Master of Business Administration - MBA in Finance Concentration @ University of Denver - Daniels College of Business. With a robust skill set that includes Management, Leadership, Microsoft Office, Research, Finance and more. William Smith has 3 emails on RocketReach.
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