Stephen R. Smith
Managing Director Business Development at CAPLINX®- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Miami, Florida, United States, US
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Experience
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CAPLINX®
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United States
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Banking
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1 - 100 Employee
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Managing Director Business Development
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Dec 2022 - Present
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Managing Director at Ohana Capital
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Jan 2018 - Present
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Managing Principal & CEO
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Jun 2016 - Present
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Wealth400
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Miami, Florida, United States
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Senior Vice President
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Sep 2012 - May 2016
Senior Business Development Officer/ Chief Financial Officer/ Senior Credit Officer/ Lead Underwriter Senior Business Development Officer/ Chief Financial Officer/ Senior Credit Officer/ Lead Underwriter
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BBVA in the USA
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United States
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Banking
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700 & Above Employee
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Senior Vice President
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Sep 2012 - Apr 2016
Senior Relationship Manager and banker for UHNW family office team. Senior Relationship Manager and banker for UHNW family office team.
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The Colony Group
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United States
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Financial Services
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200 - 300 Employee
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Managing Director
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Jan 2008 - Jan 2012
Business Development/ investment Advisory Business Development/ investment Advisory
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U.S. Trust
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Financial Services
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700 & Above Employee
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Vice President/ Business Development Officer/ Senior Lender
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Jan 1992 - Jan 2008
Business Development/ Senior Lender/ Financial Advisory Business Development/ Senior Lender/ Financial Advisory
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Education
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1979 - 1983
Colgate University
Bachelor of Arts, Economics
Community
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