Russell Smith
Senior Financial Advisor, Senior Portfolio Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Beaumont, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Russell Smith
Stress increases the likelihood of making irrational decisions, while Anxiety leads to…
Experience
Senior Financial Advisor
Nov 2021 — Present
Skills
- Alternative Investments
- Separately Managed Accounts
- Key Account Management
- Asset Allocation
- Mutual Funds
- Rias
- Strategic Planning
- Series 3
- Investments
- National Sales Training
- Unified Managed Accounts
- P&L Responsibility
- Ctas
- Product Development
- Territory Management
- Finra
- Family Office
- Major Wirehouses
- Ric's
- Series 7
- Product Marketing
- Series 63
- Securities
- Independent B/D
- Investment Management
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