William Smith Email & Phone Number
Senior Vice President, Managing Director of Pension Services @ Girard, a Univest Wealth Division
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William Smith Location
- Philadelphia, PA, US
William Smith Work
- 2025 -now Senior Vice President, Managing Director of Pension Services @
- 2024 -2025 Senior Vice President - Senior Investment Advisor @
- 2014 -now Principal, Business Development and Relationship Management @ DuPont Capital Management
- 2019 -2024 Managing Director Business Development and Relationship Mangement @ DuPont Capital Management
- 2004 -2014 Marketing Executive @
- 2000 -2004 Senior Investment Analyst @
- 1997 -1999 Relationship Manager @
- 1991 -1997 Investment Officer @ CoreStates Bank
William Smith Education
- Columbia Business School
Executive Education (Private Equity: Invest with Confidence)
2020-2020 - Rutgers University - Camden
MBA (Finance)
1995-1997 - University of Lynchburg
BA (Economics)
1986-1990 - Cherry Hill High School East 1982-1986
William Smith Skills
- Financial Services
- Investment Management
- Series 7
- Asset Allocation
- Asset Management
- Investments
- Finance
- Business Analysis
- Equities
- Investment Strategies
- Mutual Funds
- Bonds
- Series 63
- SQL
- Pensions
- Retirement Planning
- Retirement
- Financial Markets
- Equity Research
- Bloomberg
- Business Relationship Management
- Investment Advisory
- Alternative Investments
- Portfolio Management
- Sales
- Asset Managment
- Financial Analysis
- Fixed Income
- Capital Markets
- Securities
- Relationship Management
- Series 6
William Smith Summary
- William Smith, based in Philadelphia, PA, US, is currently a Senior Vice President, Managing Director of Pension Services at Girard, a Univest Wealth Division. William Smith brings experience from previous roles at Girard, a Univest Wealth Division, DuPont Capital Management and Vanguard. William Smith holds a 2020 - 2020 Executive Education in Private Equity: Invest with Confidence @ Columbia Business School. With a robust skill set that includes Financial Services, Investment Management, Series 7, Asset Allocation, Asset Management and more. William Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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William Smith
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Philadelphia, PA, US
David Geibel
President
Philadelphia, PA, US
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