Lisa M Smith

Regional Manager of Wealth Management

Lisa M Smith is a eficient expert, working in IBA Securities main office of which is in 78. on the position of Vice President - Business Development since 2012. This expert gained professional experience in more than six positions at different companies. Lisa M Smith went to the Drake University and received education from 1992 to 1994. West Des Moines, Iowa is the area, where the professional was known to be settled. This expert's email address and number can be accessed through this website by request.
Name variants:
Alice Smith, Elisa Smith, Elizabeth Smith, Melissa Smith

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Contact Information

Last Update
Jul 1, 2022
Email
ls**@bdfs.com
Location
West Des Moines, IA
Company
IBA Securities

Workplace

Vice President - Business Development

Work History

Vice President - Business Development

West Des Moines, IA
Since 1984, IBA Securities has been providing investment brokerage services to banks. IBA Securities expands the menu of investment products and services community banks provide to their cu...
from Jul 2012

Vice President - Product Manager

West Des Moines, IA
Market Index Certificate Services, a Division of Bankers Financial Services, LLC partnered with CUNA Mutual out of Madison, WI to provide sales and operational support to assist Credit Union...
from Jul 2007

Vice President - Product Manager

West Des Moines, IA
Bankers Financial Services, LLC (BFS) is a premier provider of comprehensive services relating to the structure analysis and issuances of FDIC Insured, Market-Linked Certificate of Deposits ...
from Oct 2001

Vice President - Registered Representative

West Des Moines, IA
Broker Dealer Financial Services was originally incorporated and registered in 1979. The company was acquired in 1991 and has become a premier regional financial service firm offering clien...
from Oct 2001

Vice Present - Investment Advisor Representative

West Des Moines, IA
Established in 1996, Investment Advisors Corp. specializes in comprehensive asset management to corporations, endowments and foundations in addition to high net-worth investors. Investment ...
from Oct 2001

Vice President

Des Moines, IA
I was responsible for relationship management for public fund and institutional investment clients.
May 1985 — Aug 2001

Occupations

Executive
Manager
Vice President
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Produce Manager
Operations Manager
Chief Executive
Sales Representative
Accounting Bookkeeper
Bookkeeper
Production Manager

Skills

Investments
Series 7
Financial Services
Asset Management
Banking
Equities
Mutual Funds
Financial Analysis
Strategic Financial Planning
Securities
Finance
Investment Advisory
Trading
Credit
Financial Planning
Sales Management
Credit Analysis
Asset Managment
Financial Planners
Structured Products
Registered Representative
Index
Accounting
Equity Derivatives
Registered Investment Advisor
Treasury Services
Investment Banking
Market Linked Cds
Index Cds
Otc Options
Distribution
Relationship Development
Insurance Planning
Series 24
Series 65
Life and Health Insurance Licenses

FAQs about Lisa M Smith

What is the profession of Lisa M Smith?

This professional's job is Regional Manager of Wealth Management

What are the profession of Lisa M Smith?

These person's professions are Executive and Manager

Where is Lisa M Smith located?

The professional is located in West Des Moines, Iowa.

What is Lisa M Smith's email?

Lisa M Smith's email is ls**@bdfs.com.

How many companies did Lisa M Smith work at?

Lisa M Smith worked at six jobs.

Does Lisa M Smith have personal website or blog?

The professional`s website is http://www.marketindexcd.com.

Where has Lisa M Smith studied?

Lisa studied at the Drake University from 1992 to 1994.

Are there any professional industries Lisa M Smith is connected to?

Lisa works in Financial Services industry.
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