Brooks R Smith

Senior Vice President, Portfolio Manager

Brooks R Smith has been working as a Senior Vice President, Portfolio Manager in Happy State Bank since 2018. Furthermore, Brooks R Smith has an employment history at more than six companies in the relevant field. Brooks has a total work experience of 27+ years. Brooks R Smith studied at the University of Oklahoma. Brooks learned English. Brooks has the following certificates: Chartered Financial Analyst. Currently the person lives in Dallas, Texas region. You can find this person's actual phone number and email with SoftwareOfficial search.
Name variants:
Brooks Smith
Last updated Jul 05, 2024

Contact Information

Last Update
Jul 2, 2022
Email
br**@ustrust.com
Location
Dallas, TX

Workplace

Happy State Bank
Senior Vice President, Portfolio Manager

Industry

Banking

Work History

Senior Vice President, Portfolio Manager

Texas
from Aug 2018

Senior Vice President and Portfolio Manager

300 east Whaley St, Longview, TX 75601
Oct 2017 — Aug 2018

Private Investor

Mar 2016 — Sep 2017

Senior Vice President, Portfolio Manager Iii

Sep 1998 — Feb 2016

Regional Account Representative

211 Main St, San Francisco, CA 94105
Feb 1994 — Aug 1998

Portfolio Manager

Sep 1991 — Feb 1994

Occupations

Executive
Senior Vice President
Financial Broker
Portfolio Manager
Vice President
Chief Executive
Investment Analyst
Financial Analyst

Skills

Wealth Management
Portfolio Management
Investments
Investment Management
Wealth Management Services
Investment Strategies
Equities
Investment Advisory
Finance
Asset Management
High Net Worth Individuals
Fixed Income
Mutual Funds
Hedge Funds
Asset Managment
Sales&Marketing
Corporate Bonds
Municipal Bonds
Business Development
Account Management
Sales
Team Building
Leadership
Asset Allocation
Alternative Investments
Financial Advisory
Management
Risk Management
Private Banking
Financial Services
Securities
Retirement Planning
Trading

FAQs about Brooks R Smith

What is the main profession of Brooks R Smith?

This professional's job is Senior Vice President, Portfolio Manager

What jobs is Brooks proficient at at?

Brooks R Smith is proficient at Executive and Senior Vice President jobs.

Where does Brooks R Smith live?

The professional lives in Dallas, Texas.

Does Brooks R Smith have the email address?

br**@ustrust.com is The expert's email address.

How many companies did Brooks R Smith work at?

The professional worked at six jobs.

Where has Brooks R Smith studied?

Brooks studied at the University of Oklahoma.

Are there any certifications Brooks R Smith has?

Brooks R Smith received the following certifications: Chartered Financial Analyst.

What languages does Brooks R Smith speak?

Brooks R Smith speaks English.
Login