Tristan Smith

Tristan Smith Email and Phone Number

Wealth Management Advisor @ Bauer Heitzmann
Tristan Smith's Location
Colorado Springs, Colorado, United States, United States
Tristan Smith's Contact Details

Tristan Smith work email

Tristan Smith personal email

n/a
About Tristan Smith

I’m an accomplished financial advisor with a deep understanding of financial markets and a strong focus on emerging technologies and investment innovations. Throughout my career, including successful portfolio management for high-net-worth clients at Fidelity Investments, I’ve developed a track record of crafting tailored investment strategies that align with unique financial goals and risk profiles.I blend traditional investment principles with a forward-thinking approach, embracing technological advancements that are reshaping the financial industry. I specialize in navigating complex market landscapes and capitalizing on emerging trends like fintech, blockchain technology, and sustainable investing.Outside of finance, I’m passionate about staying at the cutting edge of technology and investment strategies, continually exploring how they intersect to drive success for my clients. In my free time, I enjoy maintaining a balanced lifestyle, staying active through outdoor activities, and taking in the natural beauty of Colorado’s landscapes.

Tristan Smith's Current Company Details
Bauer Heitzmann

Bauer Heitzmann

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Wealth Management Advisor
Tristan Smith Work Experience Details
  • Bauer Heitzmann
    Wealth Advisor
    Bauer Heitzmann Jul 2024 - Present
    Colorado Springs
  • Fidelity Investments
    Workplace Planning Consultant Ii
    Fidelity Investments Aug 2023 - Jul 2024
  • Fidelity Investments
    Workplace Planning Consultant
    Fidelity Investments Jun 2022 - Aug 2023
  • Fidelity Investments
    High Net Worth Service Associate
    Fidelity Investments Jan 2022 - Jun 2022
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Mar 2021 - Jan 2022
    Denver, Colorado
  • Tokenspark
    Co-Founder
    Tokenspark Mar 2018 - Mar 2021
  • Bauer Wealth Management, Inc
    Internship
    Bauer Wealth Management, Inc Mar 2018 - Mar 2021
    Colorado, United States

Tristan Smith Skills

Microsoft Office Referee Investor Bartender Customer Service Social Media

Tristan Smith Education Details

Frequently Asked Questions about Tristan Smith

What company does Tristan Smith work for?

Tristan Smith works for Bauer Heitzmann

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

Tristan Smith's current role is Wealth Management Advisor.

What is Tristan Smith's email address?

Tristan Smith's email address is tr****@****fmr.com

What schools did Tristan Smith attend?

Tristan Smith attended University Of Colorado Colorado Springs, Front Range Community College.

What skills is Tristan Smith known for?

Tristan Smith has skills like Microsoft Office, Referee, Investor, Bartender, Customer Service, Social Media.

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