Greg J. Smith
Keine laufenden Positionen mehr
Profil
Mr. Greg J.
Smith is a Director at Mission Wealth Management LLC.
In 2003, he joined Mission Wealth Management.
Mr. Smith began his financial career in 1979 as a tax accountant with the international firm of Ernst & Young.
Over the past 14 years, he has been affiliated with numerous tax and financial services firms including New York Life, SunAmerica Securities, and Centaurus Financial Inc.
Mr. Smith received his undergraduate degree from the University of California, Santa Barbara.
Ehemalige bekannte Positionen von Greg J. Smith
Unternehmen | Position | Ende |
---|---|---|
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
George J. Harris & Associates
George J. Harris & Associates Insurance Brokers/ServicesFinance George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY. | Corporate Officer/Principal | - |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Corporate Officer/Principal | - |
Ausbildung von Greg J. Smith
University of California, Santa Barbara | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
George J. Harris & Associates
George J. Harris & Associates Insurance Brokers/ServicesFinance George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY. | Finance |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Finance |