![Thomas C. Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Thomas C.
Smith, CPA CFP, is a Director-Wealth Strategist at Covenant Multifamily Offices LLC.
Prior to joining Covenant in 2012, he founded Bridge Wealth Management in Tyler and managed the firm from 2000 through 2012.
Before Bridge Wealth, he was a public accountant at Arthur Andersen's Dallas office and one of the first jointly credentialed CPA/CFP practitioners in the industry.
Mr. Smith graduated with a Bachelor of Science in Accounting from Oklahoma State University in 1988.
He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER and a Chartered Life Underwriter.
Eerdere bekende functies van Thomas C. Smith
| Bedrijven | Functie | Einde |
|---|---|---|
Bridge Wealth Management LLC
 Bridge Wealth Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31-12-2011 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Covenant Multifamily Offices LLC
 Covenant Multifamily Offices LLC Investment ManagersFinance Covenant utilizes different methods of security analysis and investment strategies when implementing investment advice given to clients. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Thomas C. Smith
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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86
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Oklahoma State University
 Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant utilizes different methods of security analysis and investment strategies when implementing investment advice given to clients. | Finance |
Bridge Wealth Management LLC
Bridge Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
