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Zan Smith Location
Boston, MA, US
Zan Smith Work
Associate Creative Director @ (April 2024 - Present)
Senior Copywriter @ (December 2022 - April 2024)
Copywriter @ (October 2021 - December 2022)
Copywriter @ (April 2020 - October 2021)
Junior Copywriter @ (October 2018 - April 2020)
Copywriting Intern @ (September 2018 - October 2018)
Financial Advisor @ Insight Advisors (January 2015 - December 2015)
Financial Advisor @ (May 2011 - December 2014)
Intern @ (June 2010 - August 2010)
Zan Smith Education
Wake Forest University
Bachelor of Science (B.S.) (Business and Enterprise Management-Marketing)
2007-2011
St. John's Prep 2004-2007
Zan Smith Skills
Wealth Management
Estate Planning
Portfolio Management
Strategic Financial Planning
Cash Management
Investments
Risk Management
Financial Planners
Asset Management
Federal Benefits
Finance
Retirement Planning
Comprehensive Planning
Federal Law
Securities
Mutual Funds
Group Presentations
Zan Smith Summary
Zan Smith, based in Boston, MA, US, is currently a Associate Creative Director at Allen & Gerritsen. Zan Smith brings experience from previous roles at Allen & Gerritsen and AMP Agency. Zan Smith holds a 2007 - 2011 Bachelor of Science (B.S.) in Business and Enterprise Management-Marketing @ Wake Forest University. With a robust skill set that includes Wealth Management, Estate Planning, Portfolio Management, Strategic Financial Planning, Cash Management and more. Zan Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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