Timothy Smith

Timothy Smith: Email & Phone Number

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Private Wealth Planning Consultant at Capitas Financial|United States

Position:

Private Wealth Planning Consultant at Capitas Financial

Location:

United States

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Last updated: 2026-05-02
Updated: 2026-05-02

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Work Experience 11 years

Private Wealth Planning Consultant at Capitas Financial

Jan 2023 - Current

Internal Sales Consultant at Capitas Financial

Mar 2019 - Dec 2022

Regional Sales Associate at Capitas Financial

Apr 2017 - Feb 2019

Case Design & Marketing Specialist at Capitas Financial

Jan 2016 - Apr 2017

Associate Case Manager at Capitas Financial

Sep 2015 - Jan 2016

In-force Policy Specialist at Capitas Financial

Mar 2015 - Aug 2015

Timothy Smith started working in 2015, then the employee has changed 5 jobs. On average, Timothy Smith works for one company for 1 year 10 months.

Their professional focus is Asset Management, Business Continuation Planning, and Business Development across 3 core areas.

Education

Northeastern University

Salisbury School

Timothy Smith Namesakes

Name
Company
Position
Timothy Smith
Springfield Lock & Safe
Locksmith
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Timothy Smith
Occupy Studio
Recording Mixer
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Timothy Smith
Dog Dad
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