Carlina Smith is a qualified professional, that works in Virtus Partners main office of which is in 1314. as a Senior Director since 2020. Carlina Smith gained professional experience in more than five positions at various companies. Carlina Smith went to the Santa Clara University and was studying from 2003 to 2007. Austin, Texas is the city, where the professional was lastly known to live. Carlina Smith's phone and email are accessed through Connexy on demand.
Name variants:
Carlina Smith
Contact Information
Workplace
Colleagues
Work History
Investor Relations Supervisor
Experienced great success with building and maintaining relationships with multiple hedge fund and asset management clients. Streamlined and implemented new procedures for investor relations...
Jan 2013 — Sep 2013
Senior Investor Relations Associate
Manage client relationships and contribute to the firm’s global investor relations initiatives. First point of contact for queries from investors and clients. Processed transactions and cash...
Jan 2011 — Dec 2012
Client Service Specialist
203 Redwood Shores Pkwy SUITE 550, Redwood City, CA 94065
Responsible for client service of both high net worth individuals and institutional clients. Assisted financial advisors with daily reporting and ad hoc requests.
Aug 2007 — Dec 2008
Education
2003 — 2007
Occupations
Executive
Senior Director
Accountant
Finance and Accounting Specialist
Investor
Supervisor
Managers
Senior Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Hedge Funds
Portfolio Management
Investor Relations
Fixed Income
Microsoft Excel
Client Services
Mutual Funds
Crm
Equities
Crm Software
Excel
Investment Management
Wealth Management
Asset Managment
Bloomberg
Private Client Services
Financial Advisory
FAQs about Carlina Smith
What's the main profession of Carlina Smith?
The expert is a Senior Director.
What jobs is Carlina a professional at?
Carlina is a professional Executive and Senior Director jobs.
Where does Carlina Smith live?
Austin, Texas is the place where Carlina Smith lives
What is the expert's email?
Carlina Smith's email is ca**@virtusllc.com.
How many companies did Carlina Smith work at?
The professional worked at five jobs.
What education does Carlina Smith have?
Carlina studied at the Santa Clara University from 2003 to 2007.
What is professional industry that Carlina Smith is connected to?
Carlina works in Financial Services industry.
Are there any professional skills, that Carlina Smith has?
This professional has the following skills: Hedge Funds, Portfolio Management, Investor Relations, Fixed Income, Microsoft Excel, Client Services, Mutual Funds, Crm, Equities, Crm Software, and Excel.