Manager Private Wealth New Accounts Team
Current
Sep 2023 - Present
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Eldridge Smith Email & Phone Number
Manager Private Wealth New Accounts Team at AllianceBernstein
at
AllianceBernstein
LinkedIn matched
3 data sources
Profile completeness 100%
Current company
Role
Manager Private Wealth New Accounts Team at AllianceBernstein
Location
Nashville Metropolitan Area, United States, United States
Company size
Who is Eldridge Smith? Overview
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Quick answer
Eldridge Smith is listed as Manager Private Wealth New Accounts Team at AllianceBernstein at AllianceBernstein, a company with 4615 employees, based in Nashville Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Eldridge Smith.
Eldridge Smith previously worked as Manager Private Wealth New Accounts Team at Alliancebernstein and Sr. Private Wealth Client Specialist at Alliancebernstein. Eldridge Smith holds Bachelor Of Business Administration - Bba, Economics from Middle Tennessee State University (Mtsu).
Company email context
Email format at AllianceBernstein
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AllianceBernstein
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Profile bio
About Eldridge Smith
Experienced Client Services Manager with a demonstrated history of working in the investment services industry. Skilled in Microsoft Word, Databases, Employee Training, Leadership, and Microsoft Excel. Strong support professional with a Bachelor of Business Administration - BBA focused in Economics from Middle Tennessee State University (MTSU).
Listed skills include Customer Service, Leadership, Customer Satisfaction, Microsoft Access, and 19 others.
Current workplace
Eldridge Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Alliancebernstein
6 roles
Eldridge Smith work experience
A career timeline built from the work history available for this profile.
Sr. Private Wealth Client Specialist
Jan 2020 - Sep 2023
Client Services Manager, Team Lead For The Wells Fargo Team
Lead a team of five Client Managers for the Wells Fargo team. Managed over 90,000 accounts and over $100 billion of reported assets under management across three separate Wells Fargo entities. Hold weekly meetings with the client to address any concerns and worked closely with Development, Data Management, and IT to develop and implement process.
Aug 2017 - Jan 2020
Client Services Specialist For The Wells Fargo Team
Informa Investment Solutions
Provided timely and accurate service request resolutions based on client specific needs. Used multiple computer software systems and tools such as Excel, Access, and Sequel, to provide accurate client data.
May 2016 - Sep 2017
Team Lead
Assisted supervisor with daily tasks and projects, attended business meetings throughout the shift,and assigned associates to specific tasks to help meet projected daily and monthly goals.
Oct 2015 - May 2016
Outbound Problem Solver/ Pick Process Assistant (Pa)
Amazon Logistics
Led a team of associates to fulfill tasks within a given time frame, obtained ownership of a process path, and was expected to reach precise goals every shift. Resolved issues with customer orders in an efficient and timely manner from the initial complaint to the resolution.
Jul 2013 - Oct 2015
Team & coworkers
Colleagues at AllianceBernstein
Other employees you can reach at abglobal.com. View company contacts for 4615 employees →
CD
Christian Diclementi
Colleague at Alliancebernstein
Brooklyn, New York, United States, United States
View →
LR
Lauren Ricca, Cfp®
Colleague at Alliancebernstein
New York City Metropolitan Area, United States
View →
AV
Amal Vsp
Colleague at Alliancebernstein
Chengalpattu, Tamil Nadu, India, India
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AB
April Browne
Colleague at Alliancebernstein
New York, New York, United States, United States
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DK
Danielle Kahn (Belson)
Colleague at Alliancebernstein
Summit, New Jersey, United States, United States
View →
AC
Amy Coultress
Colleague at Alliancebernstein
San Antonio, Texas, United States, United States
View →
CH
Cindy Huang
Colleague at Alliancebernstein
Taipei City, Taipei City, Taiwan, Taiwan, Province Of China
View →
AN
Amy Nelson
Colleague at Alliancebernstein
San Antonio, Texas, United States, United States
View →
RA
Raviraj Ambar
Colleague at Alliancebernstein
Pune, Maharashtra, India, India
View →
TK
Tomas Kukla
Colleague at Alliancebernstein
New York City Metropolitan Area, United States
View →
Christian Diclementi
Colleague at Alliancebernstein
Brooklyn, New York, United States, United States
View →
LR
Lauren Ricca, Cfp®
Colleague at Alliancebernstein
New York City Metropolitan Area, United States
View →
AV
Amal Vsp
Colleague at Alliancebernstein
Chengalpattu, Tamil Nadu, India, India
View →
AB
April Browne
Colleague at Alliancebernstein
New York, New York, United States, United States
View →
DK
Danielle Kahn (Belson)
Colleague at Alliancebernstein
Summit, New Jersey, United States, United States
View →
AC
Amy Coultress
Colleague at Alliancebernstein
San Antonio, Texas, United States, United States
View →
CH
Cindy Huang
Colleague at Alliancebernstein
Taipei City, Taipei City, Taiwan, Taiwan, Province Of China
View →
AN
Amy Nelson
Colleague at Alliancebernstein
San Antonio, Texas, United States, United States
View →
RA
Raviraj Ambar
Colleague at Alliancebernstein
Pune, Maharashtra, India, India
View →
TK
Tomas Kukla
Colleague at Alliancebernstein
New York City Metropolitan Area, United States
View →
2 education records
Eldridge Smith education
Bachelor Of Business Administration - Bba, Economics
Economics
FAQ
Frequently asked questions about Eldridge Smith
Quick answers generated from the profile data available on this page.
What company does Eldridge Smith work for?
Eldridge Smith works for AllianceBernstein.
What is Eldridge Smith's role at AllianceBernstein?
Eldridge Smith is listed as Manager Private Wealth New Accounts Team at AllianceBernstein at AllianceBernstein.
Where is Eldridge Smith based?
Eldridge Smith is based in Nashville Metropolitan Area, United States, United States while working with AllianceBernstein.
What companies has Eldridge Smith worked for?
Eldridge Smith has worked for Alliancebernstein, Informa Investment Solutions, Under Armour, and Amazon Logistics.
Who are Eldridge Smith's colleagues at AllianceBernstein?
Eldridge Smith's colleagues at AllianceBernstein include Christian Diclementi, Lauren Ricca, Cfp®, Amal Vsp, April Browne, and Danielle Kahn (Belson).
How can I contact Eldridge Smith?
You can use AeroLeads to view verified contact signals for Eldridge Smith at AllianceBernstein, including work email, phone, and LinkedIn data when available.
What schools did Eldridge Smith attend?
Eldridge Smith holds Bachelor Of Business Administration - Bba, Economics from Middle Tennessee State University (Mtsu).
What skills is Eldridge Smith known for?
Eldridge Smith is listed with skills including Customer Service, Leadership, Customer Satisfaction, Microsoft Access, Microsoft Word, Microsoft Excel, Time Management, and Team Management.
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