Benjamin Smits Email and Phone Number
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Ben has been in the finance and investment business since he joined Morgan Stanley as part of their London office in 1998. Since then, he spent over a decade in South East Asia building a portfolio of businesses including a health spa franchise, financial management consultancy and commercial real estate development. He now lives in Los Angeles, California, where he served as an advisor for both Morgan Stanley and Merrill Lynch prior to joining Fidelity. His expertise covers a range of disciplines including fixed income trading, portfolio management and comprehensive financial planning and advice.Outside of work, Ben loves a round of golf with his single handicapper wife and son and while it's still daylight, likes to spend as much free time as possible outdoors, either gardening or just enjoying nature. In the evenings, while he loves to watch a good movie with the family, his guilty pleasure is the pursuit of knowledge across multiple disciplines, including mathematics, science, law and economics.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Retirement PlannerFidelity Investments Jul 2024 - PresentLos Angeles, California, United States
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Investment Solutions Representative IiFidelity Investments Jan 2023 - Jul 2024
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Fixed Income SpecialistFidelity Investments Jun 2022 - Jul 2024Fixed income retail sales & trading, including government, corporate and municipal bonds.
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Investment Solutions RepresentativeFidelity Investments Sep 2021 - Jun 2022RemoteInvestment advice & financial planning, guidance & consolidation.
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Financial Solutions AdvisorBank Of America Merrill Lynch Nov 2018 - Sep 2021Greater Los Angeles AreaAssistant Vice President responsible at branch level for developing retail banking clients into investment clients through education and focus on aligning goals to investment strategy. Worked with partners across multiple lines of business to drive overall revenue growth over broad range of investment and banking solutions. -
Financial AdvisorMorgan Stanley Mar 2017 - Sep 2018Irvine, CaliforniaCreated financial plans to solve for multiple goals using firm model portfolios and insurance based asset management in addition to creating personalized asset allocations yielding returns above market averages. -
Financial AdvisorIndependent Capital Management Aug 2016 - Dec 2016Newport Beach, CaliforniaSpecializing in creating tailored strategies for income and tax aware retirement planning including portfolio management, estate planning and asset protection. -
DirectorOlango Paradise Island Resort 2013 - 2015Olango Island, Cebu, PhilippinesConverted neglected family beach house property into native styled island resort, in order to host Miss Earth International 2014 contestants. Following increased popularity of resort, oversaw negotiations for sale of business.
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PresidentSeroid Realty And Development Corporation 2010 - 2015Cebu, PhilippinesManaged real estate and other corporate assets. Handled multiparty negotiations, dealt with complex legal and administrative issues.
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PresidentSawadee Health Spa Corporation 2004 - 2008Cebu, PhilippinesLaunched a series of Thai inspired health spas, which we franchised to a diverse group of investors. Directly involved in all areas of the business, including concept and design, customer relationship management and franchise marketing and administration.
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Business ConsultantBmc, Inc 1999 - 2003Manila, PhilippinesProvided financial reports and projected analyses for clients on an ongoing basis for asset management strategy decisions. Moved into sales and negotiation, transformed revenue streams, promoted to VP for account management.
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Financial AnalystMorgan Stanley 1998 - 1999London, United KingdomAnalyzed transactions for the Private Wealth Management group dealing primarily with high net worth individuals. Created reports for daily meetings and developed MS Excel based financial models as well as creating research programs on in house system software.
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Financial AuditorPwc 1996 - 1998London, United KingdomAudited balance sheet, cash flows, profit & loss for major banking and capital markets clients including J.P. Morgan, Union Bank of Switzerland and Nomura Securities.
Benjamin Smits Skills
Benjamin Smits Education Details
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Modern Chinese With Japanese -
Finance
Frequently Asked Questions about Benjamin Smits
What company does Benjamin Smits work for?
Benjamin Smits works for Fidelity Investments
What is Benjamin Smits's role at the current company?
Benjamin Smits's current role is Retirement Planner.
What is Benjamin Smits's email address?
Benjamin Smits's email address is be****@****dge.com
What is Benjamin Smits's direct phone number?
Benjamin Smits's direct phone number is +171430*****
What schools did Benjamin Smits attend?
Benjamin Smits attended Durham University, Birkbeck, University Of London, Augment.
What skills is Benjamin Smits known for?
Benjamin Smits has skills like Risk Management, Financial Planning, Portfolio Management, Investment Management, Cash Management, Retirement Planning, Estate Planning.
Who are Benjamin Smits's colleagues?
Benjamin Smits's colleagues are Geoff Boulton, Yogesh P, Ed Cady, Dinesh Vishwakarma, Nathaniel Roberts, Kelly Uber, Frank T..
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Benjamin Smits
Greater Minneapolis-St. Paul Area
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