Greg J. Smith
Plus aucun poste en cours
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.
Anciens postes connus de Greg J. Smith
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Greg J. Smith
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
