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Joe Smith, Cfa Email & Phone Number
Vice President
at
Preferred Capital Advisors
1 work email found
@prefcap.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President
Location
Greater Sacramento, United States, United States
Company size
Who is Joe Smith, Cfa? Overview
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Quick answer
Joe Smith, Cfa is listed as Vice President at Preferred Capital Advisors, a company with 15 employees, based in Greater Sacramento, United States, United States. AeroLeads shows a work email signal at prefcap.com and a matched LinkedIn profile for Joe Smith, Cfa.
Joe Smith, Cfa previously worked as Managing Member at Jps Gse Jps Mgr Llc and Institutional Fixed Income Sales, MBS & Securitized Products at Merrill Lynch. Joe Smith, Cfa holds Bachelor Of Arts, Major In Economics, Minor In Managerial Economics from Uc Davis.
Company email context
Email format at Preferred Capital Advisors
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*@prefcap.com
71% confidence
AeroLeads found 1 current-domain work email signal for Joe Smith, Cfa. Compare company email patterns before reaching out.
Profile bio
About Joe Smith, Cfa
Joe Smith, Cfa is a Vice President at Preferred Capital Advisors. He possess expertise in bloomberg, fixed income, microsoft excel, structured products, powerpoint.
Listed skills include Bloomberg, Fixed Income, Microsoft Excel, Structured Products, and 1 others.
Current workplace
Joe Smith, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Preferred Capital Advisors
8 roles · 13 years
Joe Smith, Cfa work experience
A career timeline built from the work history available for this profile.
Managing Member
Current
Jps Gse Jps Mgr Llc
Single strategy esoteric special situation.
May 2023 - Present
Vice President
Current
Mar 2017 - Present
Institutional Fixed Income Sales, Mbs & Securitized Products
2013 - 2016
~3 yrs
Institutional Fixed Income Sales, Investment Grade Credit
Oct 2009 - Jun 2013
Middle Office Associte
Citco Fund Services
-Independent daily pricing of hedge fund portfolio securities-Daily P&L analysis-Monthly NAV calculations-Reconciled trades and positions
Jan 2008 - Oct 2009
Currency Fund Accountant, Intern
State Street
Performed final daily accounting on currency funds and kept physical record as well as electronic daily NAV's.
Jun 2007 - Aug 2007
Branch Manager
College Works Painting
-Ran a small paint business from the ground up completed over $75,000 of contracted work. -Door to door marketing in Woodland to provide estimates and contract paint jobs.-Hired trained and managed painters.
Dec 2005 - Aug 2006
2 education records
Joe Smith, Cfa education
Bachelor Of Arts, Major In Economics, Minor In Managerial Economics
Uc Davis
Education record
Uc Berkeley
FAQ
Frequently asked questions about Joe Smith, Cfa
Quick answers generated from the profile data available on this page.
What company does Joe Smith, Cfa work for?
Joe Smith, Cfa works for Preferred Capital Advisors.
What is Joe Smith, Cfa's role at Preferred Capital Advisors?
Joe Smith, Cfa is listed as Vice President at Preferred Capital Advisors.
What is Joe Smith, Cfa's email address?
AeroLeads has found 1 work email signal at @prefcap.com for Joe Smith, Cfa at Preferred Capital Advisors.
Where is Joe Smith, Cfa based?
Joe Smith, Cfa is based in Greater Sacramento, United States, United States while working with Preferred Capital Advisors.
What companies has Joe Smith, Cfa worked for?
Joe Smith, Cfa has worked for Preferred Capital Advisors, Jps Gse Jps Mgr Llc, Merrill Lynch, Citco Fund Services, and State Street.
Who are Joe Smith, Cfa's colleagues at Preferred Capital Advisors?
Joe Smith, Cfa's colleagues at Preferred Capital Advisors include Ben Corfee and Matthew M..
How can I contact Joe Smith, Cfa?
You can use AeroLeads to view verified contact signals for Joe Smith, Cfa at Preferred Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Joe Smith, Cfa attend?
Joe Smith, Cfa holds Bachelor Of Arts, Major In Economics, Minor In Managerial Economics from Uc Davis.
What skills is Joe Smith, Cfa known for?
Joe Smith, Cfa is listed with skills including Bloomberg, Fixed Income, Microsoft Excel, Structured Products, and Powerpoint.
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