AeroLeads people directory · profile
Daveon Smith, Msf Email & Phone Number
Institutional Consultant Relations - AO and Client Relations
at
AllianceBernstein
1 work email found
@abglobal.com
2 phones found area 213
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Institutional Consultant Relations - AO and Client Relations
Location
San Antonio, Texas, United States
Company size
Who is Daveon Smith, Msf? Overview
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Quick answer
Daveon Smith, Msf is listed as Institutional Consultant Relations - AO and Client Relations at AllianceBernstein, a with 5100 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at abglobal.com, phone signal with area code 213, and a matched LinkedIn profile for Daveon Smith, Msf.
Daveon Smith, Msf previously worked as Institutional Consultant Relations - AO/Client Manager at Alliancebernstein and Institutional Client Manager (Consultant Relations) at Alliancebernstein. Daveon Smith, Msf holds Master Of Science - Ms, Finance, General from The University Of Texas At San Antonio.
Company email context
Email format at AllianceBernstein
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*@abglobal.com
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AeroLeads found 1 current-domain work email signal for Daveon Smith, Msf. Compare company email patterns before reaching out.
Profile bio
About Daveon Smith, Msf
I am a Client Manager at AllianceBernstein, one of the leading global investment firms, where I work with institutional consultants and clients to provide them with tailored solutions and services that meet their investment objectives and needs. I collaborate with internal teams and external partners to deliver high-quality reports, presentations, and proposals, and to ensure client satisfaction and retention.With a strong background in client relationship management, business development, and business process improvement, I have contributed to increasing sales pipeline, generating new leads, and enhancing operational efficiency. I have also completed multiple certifications and licenses in the investment management industry, such as the Certified Mutual Fund Specialist and the Series 7. Additionally, I have my Master of Science degree in Finance from The University of Texas at San Antonio, where I have expanded my knowledge and skills in financial analysis, modeling, and valuation. I am motivated by the opportunity to learn from and support the best in the industry, and to create value for our clients and stakeholders.
Listed skills include Social Media, Sports, Powerpoint, Community Outreach, and 41 others.
Current workplace
Daveon Smith, Msf's current company
Company context helps verify the profile and gives searchers a useful next step.
Alliancebernstein
8 roles
Daveon Smith, Msf work experience
A career timeline built from the work history available for this profile.
Institutional Consultant Relations - Ao/Client Manager
Current- Supports Consultant Relations Directors in building and maintaining relationships with institutional investment consultants.- Provides high-quality service by responding to consultant requests promptly and addressing outstanding issues.- Prepares for meetings by conducting research, coordinating with internal teams, and finalizing materials; manage post-meeting follow-ups.- Collaborates with internal teams on proposals, questionnaires, and scheduling while maintaining consultant records in Salesforce.
Aug 2021 - Present
Institutional Client Manager (Consultant Relations)
Dec 2019 - Aug 2021
Institutional Client Relations Analyst
Dec 2018 - Dec 2019
Sales Support Coordinator
- Prospected and sold meetings for wholesalers in the Orange County (CA), FC Chicago & Arizona territories, which contributed to 2.7 Billion Dollars in combined sales last year- Piloted a strategic realignment of the Cross-Channel Arizona Territory based on market data and geographic landscape - Exceeded metrics for scheduling activity, outbound calls and scheduled meetings during first year in role- Presented original sales pitch based on data from one of the company’s international funds to senior management
Dec 2016 - Nov 2018
Senior Client Services Representative
- Led team meetings that provided updates on industry acumen and best business practices on a monthly basis - Presented original sales pitch based on company’s value proposition to senior management
Aug 2016 - Dec 2016
Advisor Marketing Representative
- Implemented a department wide challenge aimed at increasing sales leads and distribution of marketing material- Recognized by manager and peers for submitting marketing and business process improvements- Conducted hypothetical analysis for advisors based on company’s fund lineup using the consultative service approach
Feb 2016 - Dec 2016
Client Service Representative
- Executed transactions for American Funds' advisors and investors - Provided accurate information and educated callers on American Fund policies and website offerings- Exceeded high call standards conducive to the guidelines set by American Funds/Capital Group
Jul 2015 - Aug 2016
Team & coworkers
Colleagues at AllianceBernstein
Other employees you can reach at abglobal.com. View company contacts for 5100 employees →
MB
Matthew Bauder
Colleague at AlliancebernsteinGreenwich, Connecticut, United States
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AD
Antonio De La Fuente Santana
Colleague at AlliancebernsteinGreater Madrid Metropolitan Area, Spain
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KB
Kimberly Bean
Colleague at AlliancebernsteinSan Antonio, Texas, United States
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MR
Mohit Rathi
Colleague at AlliancebernsteinPune, Maharashtra, India
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JE
Junjun Espiritu
Colleague at AlliancebernsteinPhilippines
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JI
James Illig
Colleague at AlliancebernsteinCopiague, New York, United States
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杜
杜小龙
Colleague at AlliancebernsteinYunnan, China
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NA
Nadine Al Malki
Colleague at AlliancebernsteinUnited Kingdom
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JL
Joe Lin
Colleague at AlliancebernsteinNew York City Metropolitan Area, United States
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DT
Desmond Tan
Colleague at AlliancebernsteinSingapore
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Matthew Bauder
Colleague at AlliancebernsteinGreenwich, Connecticut, United States
View →
AD
Antonio De La Fuente Santana
Colleague at AlliancebernsteinGreater Madrid Metropolitan Area, Spain
View →
KB
Kimberly Bean
Colleague at AlliancebernsteinSan Antonio, Texas, United States
View →
MR
Mohit Rathi
Colleague at AlliancebernsteinPune, Maharashtra, India
View →
JE
Junjun Espiritu
Colleague at AlliancebernsteinPhilippines
View →
JI
James Illig
Colleague at AlliancebernsteinCopiague, New York, United States
View →
杜
杜小龙
Colleague at AlliancebernsteinYunnan, China
View →
NA
Nadine Al Malki
Colleague at AlliancebernsteinUnited Kingdom
View →
JL
Joe Lin
Colleague at AlliancebernsteinNew York City Metropolitan Area, United States
View →
DT
Desmond Tan
Colleague at AlliancebernsteinSingapore
View →
4 education records
Daveon Smith, Msf education
Master Of Science - Ms, Finance, General
The University Of Texas At San Antonio
Bachelor Of Arts (B.A.), Sociology
Dartmouth College
Riordan Scholars Program
Ucla Anderson School Of Management
Education record
View Park Preparatory High School
FAQ
Frequently asked questions about Daveon Smith, Msf
Quick answers generated from the profile data available on this page.
What company does Daveon Smith, Msf work for?
Daveon Smith, Msf works for AllianceBernstein.
What is Daveon Smith, Msf's role at AllianceBernstein?
Daveon Smith, Msf is listed as Institutional Consultant Relations - AO and Client Relations at AllianceBernstein.
What is Daveon Smith, Msf's email address?
AeroLeads has found 1 work email signal at @abglobal.com for Daveon Smith, Msf at AllianceBernstein.
What is Daveon Smith, Msf's phone number?
AeroLeads has found 2 phone signal(s) with area code 213 for Daveon Smith, Msf at AllianceBernstein.
Where is Daveon Smith, Msf based?
Daveon Smith, Msf is based in San Antonio, Texas, United States while working with AllianceBernstein.
What companies has Daveon Smith, Msf worked for?
Daveon Smith, Msf has worked for Alliancebernstein and Capital Group | American Funds.
Who are Daveon Smith, Msf's colleagues at AllianceBernstein?
Daveon Smith, Msf's colleagues at AllianceBernstein include Matthew Bauder, Antonio De La Fuente Santana, Kimberly Bean, Mohit Rathi, and Junjun Espiritu.
How can I contact Daveon Smith, Msf?
You can use AeroLeads to view verified contact signals for Daveon Smith, Msf at AllianceBernstein, including work email, phone, and LinkedIn data when available.
What schools did Daveon Smith, Msf attend?
Daveon Smith, Msf holds Master Of Science - Ms, Finance, General from The University Of Texas At San Antonio.
What skills is Daveon Smith, Msf known for?
Daveon Smith, Msf is listed with skills including Social Media, Sports, Powerpoint, Community Outreach, Public Speaking, Event Planning, Sports Marketing, and Dj.
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