William Smith Location
Denver, CO, US
William Smith Work
- 2024 - now Director of Model Portfolio Solutions @ ETF Action
- 2021 - 2024 Senior Research Analyst and Portfolio Consultant @ ETF Action
- 2020 - 2021 Senior Investment Analyst, ETF Portfolio Management and Research @ SS&C Registered Fund Services
- 2017 - 2020 Investment Analyst, ETF Portfolio Management and Research @ SS&C Registered Fund Services
- 2016 - 2017 Intermediary Analyst @ SS&C Registered Fund Services
- 2015 - 2016 Fund Accountant @ SS&C Registered Fund Services
- 2014 - 2014 Accounting Assistant @ LK Shields
- 2013 - 2013 Finance Intern @ Westerra Credit Union
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
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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3
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