Gerald Smith
Financial Services Professional
- Role
- Financial Professional at Capital Strategies, Beyond Wealth
- Location
- Richmond, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Gerald Smith
Preparing for the next step in life isn’t always easy and knowledge is the key to a…
Experience
Financial Professional
Capital Strategies, Beyond Wealth
Oct 2020 — Present · Austin, TX, US
Skills
- Strategy
- Series 7
- Investment Strategies
- Strategic Planning
- Securities
- Asset Allocation
- Mutual Funds
- Management
- Customized Wealth Strategies
- Financial Services
- Leadership
- Wealth Management
- Financial Advisory
- Investment Advisory
- Microsoft Office
- Portfolio Management
- Customized Investment Strategies
- Asset Management
- Finance
- Investments
- Financial Planning
- Retirement Planning
- Customer Service
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