Connor Smith
Financial Planning Specialist with Cardinal Pointe Financial Group
- Role
- Financial Planning Specialist at Cardinal Pointe Financial Group, A Private Wealth Advisory Practice Of Ameriprise Financial Services
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Connor Smith
Experienced Financial Planning Specialist with a demonstrated history of working in the…
Experience
Financial Planning Specialist
Cardinal Pointe Financial Group, A Private Wealth Advisory Practice Of Ameriprise Financial Services
Jan 2023 — Present · Chicago, IL, US
Education
University of Kentucky
Bachelor’s Degree
2013 — 2017
Skills
- Retirement Planning
- Client Relations
- Microsoft Excel
- Financial Planning
- Financial Analysis
- Microsoft Word
- Microsoft Office
- Teamwork
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