Fred Smith
Saint Joseph's University
From Oak Hill, California
From Oak Hill, California
Attributes
Over the last 20 years I have ether ran a business or help run one. I have always been Highly motivated to try new things. to see what life has planed for me. Now on the 2sd half of life and going to start something New.!
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Local Military Veteran Fred Smith Completes Entrepreneurship Bootcamp
Fred Smith (NAVY) of Oak Hill, California (92344) was among 19 post 9/11 military veterans who completed the Entrepreneurship Bootcamp for Veterans with Disabilities (EBV) this past April at Saint ...
April, 28 2016 - Saint Joseph's University
Owner at All Purpose Document Destruction
Own and operate Document Shredding Company, ran day-to-day financial operations, bid & negotiated contracts with the state, local and federal agencies grew company two over 400 customers. Manage cash flow, balance sheet, P&L and AR/AP.
June 2006 - Present
Independent Investment Advisor at Donna Star Inc
operated as an Independent Investment Advisory. Handled all aspects of running a small brokerage office, duties include all operations functions from opening new accounts, managing customer portfolio accounting system, advising clients on portfolio and investment concerns, and performing asset allocation models and sales.
Independent broker: 12/95 through 04/2000 Operated as Independent Register Representatives of several broker-dealers including the following Oak brook Securities, White discount securities. Responsibilities include customer’s service, sales of investment products including stocks, bonds, mutual funds and Insurance. Handled brokerage accounts, trading, billing, opening a new accounts, marketing and operations, conveyed strong communications skills as well as strong product knowledge to best serve customers needs.
March 2001 - Present
