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Beverly Smith

Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Waddell &amp; Reed</span>
Intro Book
Seasoned financial leader with 55+ years of experience in wealth management and leadership.
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Location
Independence, Missouri, United States...
Languages
  • English -
Skills
  • Customer Service
  • Financial Services
  • Leadership
  • Wealth Management
  • Finance
  • Show all
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Bio

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Topline AI
Beverly Smith is a seasoned financial professional with 55 years of experience in leadership and wealth management, serving as Director at Waddell & Reed. She holds a Bachelor of Arts degree in Business Management from Ottawa University and is certified in FINA Series 6, 26, 7, 24, and 53.

Credentials

  • FINA Series 6, 26, 7, 24, and 53
    -

Experience

Education

  • Ottawa University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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