Courtney Smith
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Profil
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.
Ehemalige bekannte Positionen von Courtney Smith
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
