Josh Smith's
email & phone

Current Position:

Chief Investment Officer at Capital Wealth Planning, LLC

Experience:

23 years

Location:

Naples, Florida, United States

How to contact Josh Smith

s**@capitalwealthplanning.com

+1-***-***-7965

Work Experience

Chief Investment Officer at Capital Wealth Planning, LLC

Mar 2024 - Current

Lead Portfolio Manager at Capital Wealth Planning, LLC

Mar 2011 - Mar 2024

Portfolio Manager at First Financial Bank

Jan 2006 - Dec 2010

Credit Underwriter at U.S. Bank

Jun 2002 - Dec 2005

Josh Smith started working in 2002, then the employee has changed 2 companies and 3 jobs. On average, Josh Smith works for one company for 5 years 10 months.

Education

Bachelor of Science at Miami University

Current Company Information Capital Wealth Planning, LLC

Name: Capital Wealth Planning, LLC

Speciality: Growth and Income Investing, Dividend Investing, Retirement Planning, Covered Call Strategist

Location: Naples, Florida, United States

Employees: 10-50

HQ Phone: 2395932100

Description: Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser. SEC Registration does not imply a certain level of skill or training. CWP offers ac...

Skills

Portfolio Management, Strategy, Investments, Equities, Strategic Planning, Risk Management, Banking, Management, Loans

Frequently Asked Questions

What is Josh Smith's minimum period of employment in the companies?

Josh Smith's minimum period of employment in various companies is 3 years 6 months.

What is Josh Smith's average duration of employment for different companies?

On average, Josh Smith works for one company for 7 years 2 months

What industries has Josh Smith worked in?

Josh Smith works in the Financial Services. Previously, Josh Smith worked in the Banking.

What positions has Josh Smith held before?

Previously, Josh Smith worked as a Lead Portfolio Manager, and Portfolio Manager, and Credit Underwriter.

How do I contact Josh Smith?

Josh Smith's email address is s**@capitalwealthplanning.com, phone number is +1-***-***-7965. Sign up to get contact details.

Who is the President/CEO/Director of the Capital Wealth Planning, LLC?

The President/CEO/Director of the Capital Wealth Planning, LLC is Derek Devine

Who are Josh Smith's peers at other companies?

Josh Smith's peers at other companies are Michael Wang and Akshay Panth and Fernando Lemus

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Josh Smith Namesakes

Name

Company

Position

Josh Smith

Rush Truck Centres of Canada

Certified 310T and 310S Technician

Josh Smith's email & phone