Chris Smith, Cfa

Chris Smith, Cfa Email and Phone Number

Financial Consultant at Fidelity Investments @ Fidelity Investments
Chris Smith, Cfa's Location
Washington DC-Baltimore Area, United States, United States
About Chris Smith, Cfa

Chris Smith, Cfa is a Financial Consultant at Fidelity Investments at Fidelity Investments.

Chris Smith, Cfa's Current Company Details
Fidelity Investments

Fidelity Investments

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Financial Consultant at Fidelity Investments
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Chris Smith, Cfa Work Experience Details
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Jan 2022 - Present
    Boston, Ma, Us
    View
  • Proshares
    Regional Vice President
    Proshares Jun 2018 - Jan 2022
  • Amundi Pioneer
    Regional Sales Specialist
    Amundi Pioneer Feb 2017 - Jun 2018
    Boston , Ma, Us
    View
  • Amundi Pioneer
    Divisional Sales Associate
    Amundi Pioneer Jul 2016 - Feb 2017
    Boston , Ma, Us
    Assisted Internal and External Wholesalers with the sale of Pioneer Mutual Funds. Worked closely with advisors to run custom reports and put together suitable hypothetical portfolios for their clients. Used thorough knowledge of products across bond and equity spectrum to best assist advisors.
    View
  • Masferrer & Associates
    Legal Intern
    Masferrer & Associates Feb 2015 - May 2015
    Conducted case research on a variety of legal issues related to criminal defense and immigration. Drafted Memorandum of Laws on a number of suppression related legal issues.
  • K Sports And Entertainment
    Legal Intern
    K Sports And Entertainment Aug 2014 - Nov 2014
    Drafted various legal documents including Appearance Agreements, Assignment of License Agreements and Non Compete/ Non Solicitation Agreements. Researched and drafted Memorandum of Laws on various legal issues for an assortment of sports related issues.
  • Greater Boston Legal Services
    Legal Intern
    Greater Boston Legal Services May 2013 - Aug 2013
    Conducted client interviews and managed client relationships. Completed complex legal research and drafted relevant legal memoranda. Provided written advocacy on behalf of clients and even orally advocated for clients before an Administrative Law Judge.

Chris Smith, Cfa Education Details

  • Northeastern University School Of Law
    Northeastern University School Of Law
    Law
  • Dickinson College
    Dickinson College
    Political Science And Government

Frequently Asked Questions about Chris Smith, Cfa

What company does Chris Smith, Cfa work for?

Chris Smith, Cfa works for Fidelity Investments

What is Chris Smith, Cfa's role at the current company?

Chris Smith, Cfa's current role is Financial Consultant at Fidelity Investments.

What schools did Chris Smith, Cfa attend?

Chris Smith, Cfa attended Northeastern University School Of Law, Dickinson College.

Who are Chris Smith, Cfa's colleagues?

Chris Smith, Cfa's colleagues are Tim Sheridan, Brian Bolger, Beth Adler, John Hayes, Cfp®, Jack Benenson, Liam Coffey, Skylar Gallemore, Cfp®.

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