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Jill Smith

Intermediate Investment Analyst at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Aegon Asset Management</span>
Intro Book
Finance professional with 6+ years of experience in investment analysis and financial planning.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Powerpoint
  • Microsoft Office
  • Budgets
  • Customer Service
  • Outlook
  • Show all
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Bio

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Jill Smith is a seasoned finance professional with 6+ years of experience in investment analysis, financial planning, and customer service. She holds a Bachelor of Business Administration (BBA) in Finance from Mount Mercy University. Jill is proficient in financial analysis, budgeting, and strategic planning, with expertise in Microsoft Office and English. She has worked as an Intermediate Investment Analyst at Aegon Asset Management and a Financial Planning Associate at Basepoint Wealth.

Experience

  • Aegon Asset Management
    • Cedar Rapids, Iowa
    • Intermediate Investment Analyst
      • Mar 2018 - Present
      • Cedar Rapids, Iowa
  • Basepoint Wealth, LLC
    • Cedar Rapids, Iowa
    • Financial Planning Associate
      • Mar 2017 - Mar 2018
      • Cedar Rapids, Iowa

      Exciting day Today! The amazing group I work with, started their own company. As of today, the group known as The Wallace Group, is now Basepoint Wealth. I couldn't be more proud of our team.

  • Compass Financial Partners, LLC
    • Registered Assistant
      • May 2016 - Mar 2017

      Series 7 & 66 Life and Health. Agent with Kansas City Life.

  • Merrill Lynch
    • Financial Advisor Trainee
      • Sep 2015 - Mar 2016

Education

  • 2009 - 2014
    Mount Mercy University

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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