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Heather Smith
BOA at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Edward Jones</span>
Seasoned finance leader with 10+ years of experience in leadership, portfolio management, and financial services.
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Location
Tyler, Texas, United States, US
Skills
- Leadership
- Portfolio Management
- Iras
- Investments
- Finance
- Show all
Bio
Generated by
Topline AI
Heather Smith is a seasoned finance professional with 10+ years of experience in leadership, portfolio management, and financial services. She has a strong background in investments, retirement planning, and asset allocation, with expertise in Iras and insurance. Heather has held leadership positions at Edward Jones and Kirkland's, where she managed teams and developed financial strategies.
With a strong educational foundation, Heather has a deep understanding of the finance industry and a proven track record of delivering results.
Experience
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BOA
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Jan 2014 - Present
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Kirkland's
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Tyler, Texas
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Store Manager
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Oct 2007 - Jan 2014
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Tyler, Texas
Store Manager
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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