D. Bruce Smith
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D. Bruce Smith Email & Phone Number

Director, Financial Planning at Edelman Financial Engines
Location: Federal Way, Washington, United States 6 work roles 1 school
2 work emails found @etrade.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email b****@etrade.com
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Current company
Edelman Financial Engines
Role
Director, Financial Planning
Location
Federal Way, Washington, United States
Company size
1029 employees

Who is D. Bruce Smith? Overview

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Quick answer

D. Bruce Smith is listed as Director, Financial Planning at Edelman Financial Engines, a company with 1029 employees, based in Federal Way, Washington, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for D. Bruce Smith.

D. Bruce Smith previously worked as Corporate Services Financial Consultant at E*Trade and Financial Sales Consultant at E*Trade From Morgan Stanley. D. Bruce Smith holds Business/Computer Science Coursework from Eastern Washington University.

Company email context

Email format at Edelman Financial Engines

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*@etrade.com
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AeroLeads found 2 current-domain work email signals for D. Bruce Smith. Compare company email patterns before reaching out.

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Profile bio

About D. Bruce Smith

I am a well-rounded collaborator who works skillfully with others to identify opportunities for better investor outcomes. My broad knowledge of mutual funds, separate accounts, 401K, and ETF sales has earned me industry recognition, and my consultative approach to building relationships with advisors has helped them grow their business. I was born and raised in the Pacific Northwest, where I spent ten years as an Assistant High School Wrestling Coach and built a career as a Financial Consultant and External Wholesaler with Merrill Lynch, WM Financial, OppenheimerFunds, American Beacon Advisors, and E*Trade from Morgan Stanley, amongst others. When I am not helping clients succeed financially, you can find me golfing, traveling, wine tasting, attending wrestling and sporting events, or spending time with family.

Listed skills include Account Management, Business Development, Client Education, and Series 65.

Current workplace

D. Bruce Smith's current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Director, Financial Planning
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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6 roles

D. Bruce Smith work experience

A career timeline built from the work history available for this profile.

Corporate Services Financial Consultant

E*Trade

Portland, Oregon Area

- Retain and grow assets of existing practice of high net worth clients- Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation- Grow the practice through proactive calls and face-to-face meetings with prospects and referrals- Collect.

Sep 2012 - Oct 2022

Financial Sales Consultant

E*Trade From Morgan Stanley

United States

  • Key Highlights:
  • 22% increase in annual sales generated by creating strategies to develop and expand existing customer sales; qualified for Circle of Excellence.
  • Exceeded managed account sales goal by 250%+ by monitoring market conditions, product innovations, and competitor activity, and adjusting the account sales approach to address the latest market developments.
  • On target to surpass financial advisor referrals by 133% by sharing business-building ideas and strategies with financial advisors. Deepen client relationships by providing investment guidance and advice and grow the.
Sep 2012 - Oct 2022

Regional Vice President

American Beacon Advisors

Seattle, Washington, United States

  • Key Highlights:
  • Seven-figure wirehouse channel sales expansion earned by presenting mutual fund products and services to top producers and consultants in the Wirehouse, RIA, Independent, and Retirement channels. Developed business.
Mar 2009 - Jan 2012

Regional Vice President/Pacific Northwest

Dreyfus

Portland, Oregon, United States

  • Key Highlights:
  • 230% territory expansion earned by collaborating on deal strategy with the sales team, providing competitive analysis, and assisting in pricing decisions.
  • Annual sales lift reached by functioning as a subject matter expert to the financial advisor and registered investment advisor community; prospected, built, and managed relationships to increase referrals, sales, and.
  • 48% sales growth within the first 12-months captured by developing and strengthening a business plan to maximize market share, assets, and profitability. Served as the primary driving force for revenue growth of a.
Jan 2007 - Nov 2008

Regional Vice President/Pacific Northwest

Oppenheimerfunds
  • Engineered record growth of 5-state territory from $111 million to over $380 million in annual sales. Conducted individual visits to financial advisories, banks and wire houses throughout territory to promote.
  • Fueled dramatic business turnaround during Tech Bubble Crash of 2000-2003 through frequent meetings with financial advisors and aggressive client education initiatives.
  • Drove annual growth rate of approximately 22%, retained nearly all clients and expanded product lineup despite challenging market conditions.
Jun 2000 - Jan 2007
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

RC Ram C. Ram C. Colleague at Edelman Financial Engines Phoenix, Arizona, United States, United States View → VT Vinayak Telkar Vinayak Telkar Colleague at Edelman Financial Engines Bengaluru, Karnataka, India, India View → EH Eric Hendley Eric Hendley Colleague at Edelman Financial Engines Birmingham, Alabama, United States, United States View → AM Alaine Macdougall, Cfp® Alaine Macdougall, Cfp® Colleague at Edelman Financial Engines United States, United States View → YW Yolanda W. Yolanda W. Colleague at Edelman Financial Engines Greater Philadelphia, United States View → SP Sara P. Sara P. Colleague at Edelman Financial Engines Dayton Metropolitan Area, United States View → IC Isabel Cooper Isabel Cooper Colleague at Edelman Financial Engines Reston, Virginia, United States, United States View → NB Nancy Brzozowski Nancy Brzozowski Colleague at Edelman Financial Engines Red Bank, New Jersey, United States, United States View → JR John-Michael Rey John-Michael Rey Colleague at Edelman Financial Engines Wilkes-Barre, Pennsylvania, United States, United States View → JD Jason Dixon Jason Dixon Colleague at Edelman Financial Engines Oklahoma City, Oklahoma, United States, United States View →
1 education record

D. Bruce Smith education

FAQ

Frequently asked questions about D. Bruce Smith

Quick answers generated from the profile data available on this page.

What company does D. Bruce Smith work for?

D. Bruce Smith works for Edelman Financial Engines.

What is D. Bruce Smith's role at Edelman Financial Engines?

D. Bruce Smith is listed as Director, Financial Planning at Edelman Financial Engines.

What is D. Bruce Smith's email address?

AeroLeads has found 2 work email signals at @etrade.com for D. Bruce Smith at Edelman Financial Engines.

Where is D. Bruce Smith based?

D. Bruce Smith is based in Federal Way, Washington, United States while working with Edelman Financial Engines.

What companies has D. Bruce Smith worked for?

D. Bruce Smith has worked for Edelman Financial Engines, E*Trade, E*Trade From Morgan Stanley, American Beacon Advisors, and Dreyfus.

Who are D. Bruce Smith's colleagues at Edelman Financial Engines?

D. Bruce Smith's colleagues at Edelman Financial Engines include Ram C., Vinayak Telkar, Eric Hendley, Alaine Macdougall, Cfp®, and Yolanda W..

How can I contact D. Bruce Smith?

You can use AeroLeads to view verified contact signals for D. Bruce Smith at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did D. Bruce Smith attend?

D. Bruce Smith holds Business/Computer Science Coursework from Eastern Washington University.

What skills is D. Bruce Smith known for?

D. Bruce Smith is listed with skills including Account Management, Business Development, Client Education, and Series 65.

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