Courtney Smith
Geen lopende functies
Profiel
Ms. Smith joined Appropriate Balance in July 2009.
Prior ti that, she was a Client Service Associate for Coldstream Capital Management.
She began her career in financial services as a registered representative for HarrisDirect, where she obtained her series 7, 63 and 65 licenses.
Ms. Smith graduated from Washington State University and currently resides in Sammamish, WA with her husband and two young daughters.
Eerdere bekende functies van Courtney Smith
| Bedrijven | Functie | Einde |
|---|---|---|
Appropriate Balance Financial Services, Inc.
 Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Finance |
