Financial Planning Assistant
Current
D.M. Brenner & Associates
Nov 2012 - Present
AeroLeads people directory · profile
Callan Smith Email & Phone Number
Financial Planner
at
D.M. Brenner & Associates
1 work email found
@dmbrenner.com
2 phones found area 425
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
D.M. Brenner & Associates
Role
Financial Planner
Location
San Diego, California, United States
Who is Callan Smith? Overview
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Quick answer
Callan Smith is listed as Financial Planner at D.M. Brenner & Associates, based in San Diego, California, United States. AeroLeads shows a work email signal at dmbrenner.com, phone signal with area code 425, and a matched LinkedIn profile for Callan Smith.
Callan Smith previously worked as Financial Planning Assistant at D.M. Brenner & Associates and Project Manager / Director of Development at United States Rugby Football Foundation. Callan Smith holds Executive Financial Planner Advanced Certificate from San Diego State University-California State University.
Company email context
Email format at D.M. Brenner & Associates
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{first}@dmbrenner.com
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Profile bio
About Callan Smith
Hold Series 7 and Series 66 licenses. Excellent Sales and Customer Service skills. Results oriented, self-starter, and analytical decision-maker with strong business acumen. Exceptional verbal and written communications with strong interpersonal skills. Team player capable of performing independently while supporting organizational goals. Persistent, resourceful and committed to the highest standards of ethical conduct.
Listed skills include Social Media, Customer Service, Investments, Finance, and 24 others.
Current workplace
Callan Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
D.M. Brenner & Associates
5 roles · 15 years
Callan Smith work experience
A career timeline built from the work history available for this profile.
Project Manager / Director Of Development
United States Rugby Football Foundation
Execute strategic plans to obtain grant funding and private donations in support of a 501c3 organization promoting amateur Rugby for children and adults throughout the United States.Research and write private and federal grant proposals and application submissions. Maintain and update donor database to ensure a strong pipeline of active individual.
Apr 2010 - Dec 2012
Assistant To Chairman
Rw Smith & Associates, Inc., Interdealer Broker
2011 - 2012
~1 yr
Sales And Trading Assistant
Rw Smith Fixed Income
Assisted the Trader/Salesperson on Fixed Income Trading Desk. Identified Cusips, coordinated client contact information, and resolved trade problems. Responsible for new account set-up with home office. Fixed-Income products included Gov’t Agencies, Investment Grade and High Yield Corporate Bonds and Tax-Exempt Municipals. Ran portfolio reports for mailing.
Jun 2007 - Aug 2007
Sales And Trading Assistant
Rw Smith Fixed Income
Assisted the Trader/Salesperson on Fixed Income Trading Desk. Identified Cusips, coordinated client contact information, and resolved trade problems. Responsible for new account set-up with home office. Fixed-Income products included Gov’t Agencies, Investment Grade and High Yield Corporate Bonds and Tax-Exempt Municipals. Ran portfolio reports for mailing.
Jun 2006 - Aug 2006
3 education records
Callan Smith education
Executive Financial Planner Advanced Certificate
B.A, Politics
Saint Mary’S College Of California
Education record
Redmond High School
FAQ
Frequently asked questions about Callan Smith
Quick answers generated from the profile data available on this page.
What company does Callan Smith work for?
Callan Smith works for D.M. Brenner & Associates.
What is Callan Smith's role at D.M. Brenner & Associates?
Callan Smith is listed as Financial Planner at D.M. Brenner & Associates.
What is Callan Smith's email address?
AeroLeads has found 1 work email signal at @dmbrenner.com for Callan Smith at D.M. Brenner & Associates.
What is Callan Smith's phone number?
AeroLeads has found 2 phone signal(s) with area code 425 for Callan Smith at D.M. Brenner & Associates.
Where is Callan Smith based?
Callan Smith is based in San Diego, California, United States while working with D.M. Brenner & Associates.
What companies has Callan Smith worked for?
Callan Smith has worked for D.M. Brenner & Associates, United States Rugby Football Foundation, Rw Smith & Associates, Inc., Interdealer Broker, and Rw Smith Fixed Income.
How can I contact Callan Smith?
You can use AeroLeads to view verified contact signals for Callan Smith at D.M. Brenner & Associates, including work email, phone, and LinkedIn data when available.
What schools did Callan Smith attend?
Callan Smith holds Executive Financial Planner Advanced Certificate from San Diego State University-California State University.
What skills is Callan Smith known for?
Callan Smith is listed with skills including Social Media, Customer Service, Investments, Finance, Grant Writing, Research, Microsoft Office, and Analysis.
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