I’m interested in mentoring people from:

    Alan Smith

    Charlotte, North Carolina

    Vice President, Institutional Sales/Retirement Services

    Folio Institutional

    Specialties

    Investments

    Corporate Finance

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked
    F

    Jul 2007 – Present

    Vice President, Institutional Sales/Retirement Services

    Folio Institutional
    F

    Jul 2007 – Sep 2019

    Vice President - Institutional Sales (Southeast) and National Retirement Consultant

    Folio Institutional
    B

    Oct 2006 – Feb 2007

    Director of Institutional Sales

    BroadView Trading

    Jul 1997 – Jul 2006

    Vice President, Senior Relationship Manager

    Bank of Montreal, Harrisdirect
    C

    Jun 1998 – Jul 2000

    Senior Compliance Analyst

    Credit Suisse First Boston, CSFBdirect
    M

    Sep 1996 – Jul 1997

    Account Executive

    M.S. Farrell and Company
    Where I've Studied

    1996

    BA, Political Science and Business Administration

    University of South Carolina

    Ask Me for a Referral

    Folio Institutional

    In the Media

    Social Media