
Charlie Smith Cfa
Experienced banker focused on providing holistic financial services to private equity firms and their affiliates. /*********/ Stifel Financial Corp. and... | Orange County, California, United States
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Charlie Smith Cfa’s Emails sm****@sa****.org
Charlie Smith Cfa’s Phone Numbers No phone number available.
Social Media
Charlie Smith Cfa’s Location Orange County, California, United States
Charlie Smith Cfa’s Expertise Experienced banker focused on providing holistic financial services to private equity firms and their affiliates. /*********/ Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the holding company of Stifel Bank & Trust, NMLS# 375103, Equal Housing Lender and Member FDIC http://www.stifelmortgage.com/PageContent.aspx?PageID=52. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Stifel is not responsible for any defamatory statements and/or statements made by its employees on their social media pages that infringe on copyright or other legal rights. Any such statement is outside the scope of that person’s scope of employment and such actions can result in disciplinary action, including termination. All content provided on this social media site is informational. It is not financial or tax advice.
Charlie Smith Cfa’s Current Industry City Of San Clemente
Charlie
Smith Cfa’s Prior Industry
Us Army 3rd Ranger Battalion
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Merrill Lynch
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Axa Financial
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Trillium
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Citi Alternative Investments
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Bank Of America
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Wells Fargo
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City Of San Clemente
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City National Bank
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Stifel Bank
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Work Experience

City Of San Clemente
City Treasurer
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Stifel Bank
Managing Director, West Coast Fund Banking
Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
City National Bank
Senior Vice President - Structured Finance
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
City Of San Clemente
Commissioner
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo
National Director, Financial Sponsors
Fri Apr 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America
Vice President
Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Citi Alternative Investments
Vice President
Mon Aug 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Trillium
MBA Intern
Sat May 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Axa Financial
Financial Analyst
Sun Dec 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Advisor / Investment Associate
Sun Mar 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Army 3rd Ranger Battalion
Airborne Ranger
Wed Aug 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time)