We found the following information about Dan Smith at Trust Company of America, where the professional has worked as a Director, Advisor Governance since 2019. Dan's total work experience is over 23 years, during which time this expert had at least six jobs at different places to develop skills. Dan studied at the Carleton College. Dan Smith can be found in Littleton, Colorado – where this professional currently lives. You can search for the person's contacts. We can also provide you with additional contact information upon request.
Name variants:
Daniel Smith
Last updated May 02, 2024
Contact Information
Last Update
Jul 1, 2022
Email
he**@gmail.com, he**@gmail.com
Location
Littleton, CO
Company
Workplace
Colleagues
Work History
Director, Advisor Governance
7103 south Revere Pkwy, Centennial, CO
Working to support E Trade's Advisor Services offer!!
from Aug 2019
Advisory Board Member
Assisting medical device start-up company in financial modeling, strategic planning, and contract negotiations.
Mar 2016 — Mar 2019
Treasurer
Served as Treasurer for a local political candidate running for office in the Colorado Legislature:
Ensured timely and accurate filing of expense/contribution data to the CO Secretary of S...
Jul 2018 — Nov 2018
Corporate Finance Professional
211 Main St, San Francisco, CA 94105
Mar 2002 — Dec 2015
Product Manager and Business Analyst
1919 north Lynn St, Arlington, VA 22209
Conducted research on a wide variety of banking and technology topics.
1992 — 1998
Manila Fellow
18-month fellowship sponsored by the corporate foundation of David Bradley (38-year CEO of the Health Care Advisory Board; current owner of The Atlantic magazine):
Helped establish SouthEa...
Jul 1996 — Dec 1997
Education
Occupations
Executive
Director
Advisor
Accountant
Finance and Accounting Specialist
Board Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Management Team Executive
Skills
Finance
Corporate Finance
Analysis
Financial Modeling
Financial Planning
Financial Analysis
Strategic Financial Planning
Financial Services
Investments
Budgets
Management
Financial Reporting
Securities
Analytical Skills
Project Finance
Brokerage
Investment Advisory
Alternative Investments
Microsoft Office
Microsoft Excel
Data Analysis
Strategic Data Analysis
Forecasting
Microsoft Powerpoint
Project Management
Strategic Planning
Spreadsheets
Microsoft Access
Soft Skills
Sports
Accounting
FAQs about Dan Smith
What's the main profession of Dan Smith?
This professional's job is Director, Advisor Governance
What are the main profession of Dan?
These person's professions are Executive and Director
Where is Dan Smith currently located?
The expert is located in Littleton, Colorado.
Does the expert have the email address?
he**@gmail.com and he**@gmail.com is Dan Smith's email address.
Where did Dan Smith work?
The professional worked at Trust Company of America, Canary Sound Design.
What education does Dan Smith have?
Dan studied at the Carleton College.
What is professional industry that Dan Smith is connected to?
This person works in Financial Services industry.
What are special skills of Dan Smith?
Dan has the following skills: Finance, Corporate Finance, Analysis, Financial Modeling, Financial Planning, Financial Analysis, Strategic Financial Planning, and Financial Services.