Charlie Smith Cfa

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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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)

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