Profil
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.
Anciens postes connus de Rachele F. Smith
| Sociétés | Poste | Fin |
|---|---|---|
| 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 | - |
Formation de Rachele F. Smith
| Florida State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
| Investment Counsel Co. | Finance |
| SunTrust Bank, Central Florida NA (Orlando) | Finance |
