Halie Smith

Chief Compliance Officer and Senior Vice President

Halie Smith is a high-level professional, working in Ima Wealth, Inc main office of which is in 507. as a Chief Compliance Officer and Senior Vice President since 2019. This person gained professional experience in more than seven positions at various companies. Halie Smith went to the Staples High School and received education to 2014. Boston, Massachusetts is the city, where this expert was known to be situated. The professional's email address and phone can be easily accessed through this website on demand.
Name variants:
Halie Smith
Last updated May 19, 2024

Contact Information

Last Update
Jul 3, 2022
Email
ha**@imawealth.com, ha**@tufts.edu, ha**@intrustbank.com
Location
Boston, MA
Company
Ima Wealth, Inc.

Workplace

Chief Compliance Officer and Senior Vice President

Work History

Chief Compliance Officer and Senior Vice President

8200 east 32Nd St north SUITE 100, Wichita, KS 67226
from Dec 2019

Compliance and Oversite

from Feb 2016

Senior Wealth Banker

105 north Main St, Wichita, KS 67202
Oct 1, 2013 — Dec 2015

Wealth Management Banker

100 north Tryon St, Charlotte, NC 28202
Sep 2009 — Oct 2013

Premier Banker

100 north Tryon St, Charlotte, NC 28202
Aug 2006 — Sep 2009

Adjunct Business Instructor

300 east 27Th St, North Newton, KS 67117
Aug 2005 — May 2009

Registered Sales Assistant and Financial Advisor

100 north Tryon St, Charlotte, NC 28202
Jan 2003 — Aug 2006

Occupations

Executive
Director of Quality Control
Senior Vice President
Accountant
Finance and Accounting Specialist
Compliance Manager
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Mathematics
Administrative Assistance
Air Force
Disparities
Chemistry
Location
Infectious Diseases
Cost
Credit Risk
Finance
Turf
Savings
Weapon Systems
Road
Strategic Financial Planning
Procurement
Delta
German
Private Banking
Contractors
Regression Analysis
Votebuilder
Aid
Series 63
Cash Management
Boston
Defense
Westport
Profit
Relationship Management
Professors
Elementary Education
Dogs
Persuasion
Product Placement
Microsoft Office
Acquisitions
Transportation
Peace
Conferences
Canvassing
Research
Conflict Resolution
Commercial Real Estate
Loans
Analysis
Campaigns
Home Staging
Aircraft
Cut
Economics
C
Data Analysis
Gis
Credit
Foreign Languages
Congressional
Project Planning
Security Clearance
Expires
Contractual Agreements
France
Analytics
Bronze
Dod
Grammar
Banking
Art
Biology
Curriculum Design
Teaching
Investments
Academic
Mortgage Lending
Jets
Financial Services
Stata
Rate
Tutoring
Financial Analysis
Reading Comprehension
Credit Analysis
Spare Parts
Econometrics
Cost Benefit
Meetings
Recruiting
Series 7
Coordinated
Databases
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