William Smith Email
Director of Model Portfolio Solutions @ ETF Action
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William Smith Location
- Denver, CO, US
William Smith Work
- 2024 -now Director of Model Portfolio Solutions @
- 2021 -2024 Senior Research Analyst and Portfolio Consultant @
- 2020 -2021 Senior Investment Analyst, ETF Portfolio Management and Research @
- 2017 -2020 Investment Analyst, ETF Portfolio Management and Research @
- 2016 -2017 Intermediary Analyst @
- 2015 -2016 Fund Accountant @
- 2014 -2014 Accounting Assistant @
- 2013 -2013 Finance Intern @
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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