William Smith Email
Chartered Wealth Manager | Chartered Financial Manager @ TriCapital Wealth Management
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William Smith Location
- Charlotte, NC, US
William Smith Work
- Chartered Wealth Manager | Chartered Financial Manager @ (March 2024 - Present)
- Chief Financial Officer @ WillCar Investments, LLC (March 2024 - Present)
- Tax Accountant @ Z.V Smith & Company, CPA's (June 2017 - Present)
- Wealth Management Associate @ (December 2023 - February 2024)
- Tax Lead | Tax Staff @ (December 2020 - December 2023)
- Staff Tax Accountant @ (December 2016 - June 2017)
- Audit Intern @ (January 2015 - March 2015)
- Tax Intern @ (May 2012 - May 2014)
- Assembly Line Worker @ (May 2011 - August 2011)
William Smith Education
- Appalachian State University
Master’s Degree (Accounting)
2015-2016 - Appalachian State University
Bachelor's degree (Accounting)
2011-2015
William Smith Summary
- William Smith, based in Charlotte, NC, US, is currently a Chartered Wealth Manager | Chartered Financial Manager at TriCapital Wealth Management. William Smith brings experience from previous roles at WillCar Investments, LLC , Z.V Smith & Company, CPA's, Destination Wealth Advisors and BGW CPA, PLLC. William Smith holds a 2015 - 2016 Master’s Degree in Accounting @ Appalachian State University. William Smith has 1 emails on RocketReach.
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