Gee Smith
Head of Sequoia Sentinel Family Office
- Role
- Head of Sequoia Sentinel Family Office at Sequoia Financial Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Gee Smith
Veteran Executive of Wealth Management Industry across multiple platforms; retail…
Experience
Head of Sequoia Sentinel Family Office
Apr 2024 — Present · Berwyn, PA, US
Education
UNC Kenan-Flagler Business School
Bachelor's degree, Business Administration and Management, General
1980 — 1984
James Madison University
Master of Business Administration (MBA), Finance, General
1988 — 1990
Skills
- Asset Allocation
- Banking
- Mutual Funds
- Portfolio Management
- Derivatives
- Trust Services
- Capital Markets
- Series 7
- Equities
- Options
- Financial Services
- Investment Strategies
- Alternative Investments
- Private Equity
- Etfs
- Bonds
- Wealth Management
- Capital
- Hedge Funds
- Bloomberg
- Private Banking
- Fixed Income
- Investment Management
- Financial Markets
- Investments
- Asset Management
- Investment Banking
- Wealth Management Services
- Venture Capital
- Securities
- Management
- Investment Advisory
- Private Wealth Management
- Series 63
- Family Office
- Emerging Markets
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