Brian J Smith, CFA, possesses extensive experience in the financial services sector, primarily with Bloomberg LP, where Brian managed relationships within the Institutional Fixed Income business and developed business strategies for the Bloomberg AIM platform. Roles included serving as Core Terminal Business Development Manager, Fixed Income & Derivatives Specialist, and Product Lead for the Bloomberg Buyside OEMS. Prior experience includes positions as a Financial Advisor at JP Morgan Chase and an Insurance Sales intern at Northwestern Mutual. Brian holds a Bachelor of Science in Finance from Lehigh University.
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