Adam Smith
Director-Sports + Entertainment + Private Equity
- Role
- Director- Sports Entertainment Private Equity at BMO Wealth Management - U.S.
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Adam Smith
Adam is a seasoned wealth management director specializing in the unique financial needs…
Experience
Director- Sports Entertainment Private Equity
Sep 2023 — Present · Los Angeles, CA, US
Education
University of California, Los Angeles - School of Law
J.D.
UCLA
B.A.
Skills
- Private Banking
- Mortgage Banking
- Banking
- Series 63
- Investment Advisory
- Series 66
- Investment Management
- Credit
- Portfolio Management
- Loans
- Mortgage Lending
- Finance
- Series 7
- Alternative Investments
- Insurance
- Wealth Management Services
- Real Estate
- Securities
- Estate Planning
- Wealth Management
- Loan Origination
- Investments
- Uniform Combined State Law
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