Profilo
Ms. Rachele F.
Smith is Client Administrator & Trader at Capital Management Associates LLC (Florida).
Prior to joining Capital Management Associates, Ms. Smith was a Portfolio Specialist for SunTrust, Personal Asset Management.
She began her career in financial services in 1996 while employed at First Lenders Indemnity Corporation.
In 1997, she joined The Investment Counsel Company first as a Portfolio Administrator then as a Portfolio Analyst specializing in performance calculations and proxy voting.
She then joined SunTrust in 2003 where she assisted several Portfolio Managers and assumed the role of proxy voting for the Personal Asset Management Investment Committee.
Ms. Smith earned her bachelors degree from Florida State University in 1995.
She is based in the Orlando, Florida headquarters.
Precedenti posizioni note di Rachele F. Smith
Società | Posizione | Fine |
---|---|---|
SunTrust Bank, Central Florida NA (Orlando) | Corporate Officer/Principal | - |
Investment Counsel Co. | Corporate Officer/Principal | - |
Capital Management Associates LLC
Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Trading-Equity | - |
Formazione di Rachele F. Smith
Florida State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Capital Management Associates LLC
Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Finance |
SunTrust Bank, Central Florida NA (Orlando) | Finance |
Investment Counsel Co. | Finance |
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