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William Smith Email & Phone Number
Associate Wealth Advisor
at
Calamos Wealth Management
1 work email found
@calamos.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Advisor
Location
Chicago, Illinois, United States
Company size
Who is William Smith? Overview
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Quick answer
William Smith is listed as Associate Wealth Advisor at Calamos Wealth Management, a company with 49 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at calamos.com and a matched LinkedIn profile for William Smith.
William Smith previously worked as Client Service Specialist at Calamos Wealth Management and Sr. Analyst - Asset Management Fixed Income at Northern Trust Corporation. William Smith holds Bachelor Of Business Administration (B.B.A.), Finance, General from Ohio University.
Company email context
Email format at Calamos Wealth Management
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{first_initial}{last}@calamos.com
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AeroLeads found 1 current-domain work email signal for William Smith. Compare company email patterns before reaching out.
Profile bio
About William Smith
William Smith is a Associate Wealth Advisor at Calamos Wealth Management. He possess expertise in management, social media, public speaking, marketing, microsoft excel and 5 more skills.
Listed skills include Management, Social Media, Public Speaking, Marketing, and 6 others.
Current workplace
William Smith's current company
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Calamos Wealth Management
7 roles
William Smith work experience
A career timeline built from the work history available for this profile.
Client Service Specialist
Current
May 2022 - Present
Sr. Analyst - Asset Management Fixed Income
As a Senior Analyst on the Fixed Income trading desk, I serve as the primary day-to-day support for Fixed Income Portfolio Managers and Traders. I am the liaison between the Portfolio Management teams and outsourced teams to resolve any data or processing issues.On a daily basis, I monitor trading done by the Front Office to ensure timely matching.
Mar 2020 - May 2022
Technical Coordinator
As a Technical Coordinator I am responsible for a team that creates daily Net Asset Valuations and fund reports for multi-million/billion dollar mutual funds used by fund managers to make daily investment decisions. I ensure accuracy and timeliness of these reports as I am the last set of eyes before these reports are delivered to fund managers and.
Mar 2018 - Mar 2020
Senior Accountant
As a Senior Accountant I continued to derive Net Asset Valuations for various high profile client and also served as a second reviewer of valuations on a daily basis. I sent clients monthly and daily reporting files which they used in order to invest in different mutual and hedge funds that Northern Trust oversees. I continued to keep contact with various.
Jul 2017 - Mar 2018
Associate Accountant
As an Associate Accountant my job was to derive Net Asset Values for various tax transparent mutual funds and deliver valuation reports to various clients. On a daily basis I investigated and resolved cash and positioning exceptions within each fund to ensure reporting was accurate. I also created monthly expense summaries that compare accrued expenses and.
Jun 2016 - Jul 2017
Finance Intern
CSS is a multi-million dollar firm that sells security software for mobile devices for transactions between consumers and Fortune 500 companies. During my time there I worked directly under the CFO on daily cash flow and financial models to predict future cash flows in order for the company to obtain a new line of credit. I also created a pricing matrix to.
Jun 2015 - Sep 2015
Team & coworkers
Colleagues at Calamos Wealth Management
Other employees you can reach at calamoswealthmanagement.com. View company contacts for 49 employees →
ES
Elizabeth Szafranski- Zubb
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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KO
Kevin Oneal
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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SP
Stephen Perl, Cima®
Colleague at Calamos Wealth ManagementNew York City Metropolitan Area, United States
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JC
John Campbell, Jd, Clu
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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NK
Nicholas Korompilas
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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BC
Breanna Coffey, Cfp®
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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JG
Jerry Garcia
Colleague at Calamos Wealth ManagementFort Lauderdale, Florida, United States, United States
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SC
Sarah Coates, J.D.
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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JM
James Maher
Colleague at Calamos Wealth ManagementUnited States, United States
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CG
Christopher Gruchacz
Colleague at Calamos Wealth ManagementPompano Beach, Florida, United States, United States
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Elizabeth Szafranski- Zubb
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
View →
KO
Kevin Oneal
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
View →
SP
Stephen Perl, Cima®
Colleague at Calamos Wealth ManagementNew York City Metropolitan Area, United States
View →
JC
John Campbell, Jd, Clu
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
View →
NK
Nicholas Korompilas
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
View →
BC
Breanna Coffey, Cfp®
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
View →
JG
Jerry Garcia
Colleague at Calamos Wealth ManagementFort Lauderdale, Florida, United States, United States
View →
SC
Sarah Coates, J.D.
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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JM
James Maher
Colleague at Calamos Wealth ManagementUnited States, United States
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CG
Christopher Gruchacz
Colleague at Calamos Wealth ManagementPompano Beach, Florida, United States, United States
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1 education record
William Smith education
FAQ
Frequently asked questions about William Smith
Quick answers generated from the profile data available on this page.
What company does William Smith work for?
William Smith works for Calamos Wealth Management.
What is William Smith's role at Calamos Wealth Management?
William Smith is listed as Associate Wealth Advisor at Calamos Wealth Management.
What is William Smith's email address?
AeroLeads has found 1 work email signal at @calamos.com for William Smith at Calamos Wealth Management.
Where is William Smith based?
William Smith is based in Chicago, Illinois, United States while working with Calamos Wealth Management.
What companies has William Smith worked for?
William Smith has worked for Calamos Wealth Management, Northern Trust Corporation, and Certified Security Solutions.
Who are William Smith's colleagues at Calamos Wealth Management?
William Smith's colleagues at Calamos Wealth Management include Elizabeth Szafranski- Zubb, Kevin Oneal, Stephen Perl, Cima®, John Campbell, Jd, Clu, and Nicholas Korompilas.
How can I contact William Smith?
You can use AeroLeads to view verified contact signals for William Smith at Calamos Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did William Smith attend?
William Smith holds Bachelor Of Business Administration (B.B.A.), Finance, General from Ohio University.
What skills is William Smith known for?
William Smith is listed with skills including Management, Social Media, Public Speaking, Marketing, Microsoft Excel, Sales, Customer Service, and Powerpoint.
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