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Rebecca Smith, Cfa Email & Phone Number

Senior Vice President at Aristotle
Location: Parker, Colorado, United States 8 work roles 2 schools
1 work email found @aristotlecap.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email r****@aristotlecap.com
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Current company
Aristotle
Role
Senior Vice President
Location
Parker, Colorado, United States
Company size
133 employees

Who is Rebecca Smith, Cfa? Overview

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Quick answer

Rebecca Smith, Cfa is listed as Senior Vice President at Aristotle, a with 133 employees, based in Parker, Colorado, United States. AeroLeads shows a work email signal at aristotlecap.com and a matched LinkedIn profile for Rebecca Smith, Cfa.

Rebecca Smith, Cfa previously worked as Client Portfolio Manager at Pacific Life and Client Portfolio Manager at Pacific Life. Rebecca Smith, Cfa holds Bachelor Of Arts (B.A.), Philosophy from Indiana University Bloomington.

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Email format at Aristotle

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*@aristotlecap.com
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Profile bio

About Rebecca Smith, Cfa

Rebecca Smith, Cfa is a Senior Vice President at Aristotle.

Current workplace

Rebecca Smith, Cfa's current company

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Aristotle
Aristotle
Senior Vice President
los angeles, california, united states
Website
aristotlecap.com
Employees
133
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8 roles

Rebecca Smith, Cfa work experience

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

Senior Vice President

Current
Aristotle
Apr 2023 - Present

Client Portfolio Manager

Pacific Life

Newport Beach, Ca

Pacific Funds• Key link between portfolio management and the sales team in communicating portfolio positioning, capital market views, and deep insights on the asset classes we invest in• Daily participation on investment team calls to be informed of changes in investment views and portfolio holdings• Primarily supporting the Pacific Funds retail distribution efforts in partnership with the Retirement Solutions Division of Pacific Life

Oct 2018 - Apr 2023

Client Portfolio Manager

Pacific Life

Newport Beach

Pacific Life Fund Advisors• Responsible for interfacing between investment team and both internal and external clients by communicating investment strategy, views, and rationales for specific positions.• Produced thought-leadership articles and videos on products and industry topics• Analyzed portfolios and provided customized reports and solutions to current and potential clients• Created and delivered large-scale presentations to internal, advisor, gatekeeper, and retail audiences• Generated complete marketing and educational campaign for new liquid alternative product

Nov 2015 - Sep 2018

Senior Regional Business Consultant

Curian Capital

Greater Los Angeles Area

• Responsible for distribution and relationship management of turnkey investment platform that pioneered fractional share ownership of equities• Provided capital markets updates and a review of portfolio results quarterly in 30-50 person setting• Rebuilt territory from bottom to top performer

Aug 2013 - Sep 2015

Regional Vice President

Jackson National Life

Greater Los Angeles Area

• Responsible for sales of annuity products through retail advisor channel• Developed consultative sales approach for identifying opportunities and positioning new variable annuity product• Awarded for sales achievement with newly-launched variable annuity

Aug 2011 - Aug 2013

Business Development Consultant

Jackson National Life

Denver, Colorado

• Responsible for hybrid and video-based distribution of annuities for retail advisors• Led training for colleagues on both effective systems and virtual meeting techniques • Awarded BDC of the year for 2010

Jan 2010 - Aug 2011

Internal Wholesaler

Jackson National Life

Denver, Colorado

• Responsible for internal sales coverage (prospecting, inbound, scheduling) of annuity products in with retail advisors in California• Pioneered analysis of advisor data to target opportunities on an individual advisor-by advisor basis to improve the quality of prospects• Awarded IW of the quarter three times and IW of the year in 2009 for the west region

Mar 2008 - Jan 2010

Research Analyst

Fiserv Lending Solutions

Boulder, Colorado

• Coordinated valuation and underwriting products for Wall Street clients in the mortgage finance industry• Developed proficient skills in data analysis in excel

Aug 2007 - Feb 2008
Team & coworkers

Colleagues at Aristotle

Other employees you can reach at aristotlecap.com. View company contacts for 133 employees →

SC Sona Chandwani Sona Chandwani Colleague at AristotleLos Angeles Metropolitan Area, United States View → MG Melat Gemechu Melat Gemechu Colleague at AristotleAddis Ababa, Ethiopia View → NS Nancy Scarlett Nancy Scarlett Colleague at AristotleLos Angeles, California, United States View → MR Marianna Ramirez, Phr Marianna Ramirez, Phr Colleague at AristotleOrange County, California, United States View → CH Christine Harris Christine Harris Colleague at AristotleLos Angeles Metropolitan Area, United States View → FF Fannie Fang, Cfa, Cipm Fannie Fang, Cfa, Cipm Colleague at AristotleOrange County, California, United States View → VV Viviana Velazquez Viviana Velazquez Colleague at AristotleHuntington Park, California, United States View → JG Jake Gilden Jake Gilden Colleague at AristotleNewport Beach, California, United States View → GS Gregory Schroer Gregory Schroer Colleague at AristotleGreater Chicago Area, United States View → KP Kenneth Pickering Kenneth Pickering Colleague at AristotleDallas-Fort Worth Metroplex, United States View →
2 education records

Rebecca Smith, Cfa education

Milan, Italy

Ies Abroad

Semester of overseas study with courses in Italian

FAQ

Frequently asked questions about Rebecca Smith, Cfa

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

What company does Rebecca Smith, Cfa work for?

Rebecca Smith, Cfa works for Aristotle.

What is Rebecca Smith, Cfa's role at Aristotle?

Rebecca Smith, Cfa is listed as Senior Vice President at Aristotle.

What is Rebecca Smith, Cfa's email address?

AeroLeads has found 1 work email signal at @aristotlecap.com for Rebecca Smith, Cfa at Aristotle.

Where is Rebecca Smith, Cfa based?

Rebecca Smith, Cfa is based in Parker, Colorado, United States while working with Aristotle.

What companies has Rebecca Smith, Cfa worked for?

Rebecca Smith, Cfa has worked for Aristotle, Pacific Life, Curian Capital, Jackson National Life, and Fiserv Lending Solutions.

Who are Rebecca Smith, Cfa's colleagues at Aristotle?

Rebecca Smith, Cfa's colleagues at Aristotle include Sona Chandwani, Melat Gemechu, Nancy Scarlett, Marianna Ramirez, Phr, and Christine Harris.

How can I contact Rebecca Smith, Cfa?

You can use AeroLeads to view verified contact signals for Rebecca Smith, Cfa at Aristotle, including work email, phone, and LinkedIn data when available.

What schools did Rebecca Smith, Cfa attend?

Rebecca Smith, Cfa holds Bachelor Of Arts (B.A.), Philosophy from Indiana University Bloomington.

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