Cameron Smith
About Cameron Smith
Cameron Smith is a New Client Development Group Inbound Specialist I at TD Ameritrade, with a background in financial services and a Bachelor's degree from Texas Tech University.
Current Role at TD Ameritrade
Cameron Smith currently holds the position of New Client Development Group Inbound Specialist I at TD Ameritrade. He began this role in 2021 and has been responsible for developing new client relationships and assisting inbound client inquiries. His role involves engaging with potential clients, addressing their financial needs, and introducing them to TD Ameritrade's various services.
Previous Positions at TD Ameritrade
Before becoming New Client Development Group Inbound Specialist I, Cameron Smith worked as an Investor Services Representative at TD Ameritrade. He served in this role from 2020 to 2021, focusing on providing assistance to existing investors. His responsibilities included client service, account management, and delivering financial advice based on TD Ameritrade's offerings.
Financial Professional at Equitable
In 2020, Cameron Smith worked at Equitable as a Financial Professional for a period of 5 months. Based in the Dallas/Fort Worth Area, he provided financial planning services and advice to clients. His role required in-depth knowledge of the financial markets and the ability to tailor financial strategies to meet client goals and objectives.
Experience at AXA Advisors, LLC
Cameron Smith's career in finance began at AXA Advisors, LLC, where he worked as a Financial Professional in 2019. During his 5-month tenure in Dallas, Texas, he assisted clients with financial planning, investment strategies, and managed client portfolios. This role laid the foundation for his expertise in financial services.
Education at Texas Tech University - Rawls College of Business
Cameron Smith pursued his higher education at Texas Tech University - Rawls College of Business. He achieved a Bachelor of Business Administration (BBA). His studies equipped him with a solid foundation in business principles, finance, and strategic management, preparing him for a career in the financial industry.