Gerald Smith
Financial Professional @Capital Strategies, Beyond Wealth
Richmond, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2020 — Present
Financial Professional @Capital Strategies, Beyond Wealth
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Austin, TX, US
SKILLS
StrategySeries 7Investment StrategiesStrategic PlanningSecuritiesAsset AllocationMutual FundsManagementCustomized Wealth StrategiesFinancial ServicesLeadershipWealth ManagementFinancial AdvisoryInvestment AdvisoryMicrosoft OfficePortfolio ManagementCustomized Investment StrategiesAsset ManagementFinanceInvestmentsFinancial PlanningRetirement PlanningCustomer Service
ABOUT GERALD SMITH
Preparing for the next step in life isn’t always easy and knowledge is the key to a…
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