Kody Smith

Kody Smith Email and Phone Number

Financial Planning Associate at Blue Trust @ Blue Trust
Kody Smith's Location
Alpharetta, Georgia, United States, United States
Kody Smith's Contact Details

Kody Smith work email

Kody Smith personal email

n/a
About Kody Smith

Kody Smith is a Financial Planning Associate at Blue Trust at Blue Trust. They possess expertise in microsoft office, customer service, public speaking, naviplan financial planning software, money guide pro and 18 more skills.

Kody Smith's Current Company Details
Blue Trust

Blue Trust

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Financial Planning Associate at Blue Trust
Kody Smith Work Experience Details
  • Blue Trust
    Financial Planning Associate
    Blue Trust Nov 2024 - Present
    Alpharetta, Georgia, United States
    View
  • Eventide Asset Management
    Investment Operations Associate
    Eventide Asset Management Feb 2022 - Aug 2024
    Boston, Massachusetts
    View
  • Eventide Asset Management
    Key Accounts Specialist
    Eventide Asset Management Dec 2020 - Feb 2022
    Boston, Massachusetts, United States
    View
  • Ameriprise Financial Services, Inc.
    Associate Financial Advisor
    Ameriprise Financial Services, Inc. Feb 2018 - Dec 2020
    Charleston, South Carolina Area
    View
  • Liberty University
    Compliance Analyst
    Liberty University Dec 2016 - Jan 2018
    Lynchburg, Virginia, United States
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2016 - Nov 2016
    Rockville, Maryland
    View
  • Yorktown Funds
    Portfolio Management Intern
    Yorktown Funds Aug 2015 - Jun 2016
    Lynchburg, Va
    View
  • Student Asset Management
    President And Portfolio Manager
    Student Asset Management Aug 2014 - May 2016
    Liberty University
  • Tiaa-Cref
    Intern-Advice & Planning, Central Advice Group
    Tiaa-Cref Jun 2015 - Aug 2015
    Charlotte, North Carolina Area
    View
  • Liberty University
    Treasurer Student Government Association
    Liberty University Sep 2014 - May 2015
    Lynchburg, Virginia Area
    View
  • Lehigh Country Club
    Personal Service Employee
    Lehigh Country Club May 2013 - May 2015
    Allentown, Pa
    View
  • Brookside Country Club Of Allentown
    Personal Service Employee
    Brookside Country Club Of Allentown Aug 2011 - Mar 2012
    Macungie, Pa
    View
  • Bear Creek Mountain Resort And Conference Center
    Associate Snowboard Instructor
    Bear Creek Mountain Resort And Conference Center Dec 2010 - Mar 2012
    Macungie, Pa
    View

Kody Smith Skills

Microsoft Office Customer Service Public Speaking Naviplan Financial Planning Software Money Guide Pro Leadership Time Management Social Media Social Networking Microsoft Excel Powerpoint Microsoft Word Facebook Adobe Photoshop Event Planning Research Outlook Event Management Finance Financial Planning Teamwork Management Critical Thinking

Kody Smith Education Details

Frequently Asked Questions about Kody Smith

What company does Kody Smith work for?

Kody Smith works for Blue Trust

What is Kody Smith's role at the current company?

Kody Smith's current role is Financial Planning Associate at Blue Trust.

What is Kody Smith's email address?

Kody Smith's email address is ko****@****ise.com

What schools did Kody Smith attend?

Kody Smith attended Liberty University.

What skills is Kody Smith known for?

Kody Smith has skills like Microsoft Office, Customer Service, Public Speaking, Naviplan Financial Planning Software, Money Guide Pro, Leadership, Time Management, Social Media, Social Networking, Microsoft Excel, Powerpoint, Microsoft Word.

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