Cameron Smith

Financial Operations Manager at Finvisor

Cameron Smith has a diverse work experience spanning multiple industries. Cameron started their career in 2002 as an Adventure Guide at NOVA Guides, specializing in whitewater activities. Cameron then worked as a Retail Wireless Consultant at US Cellular-Answer Wireless from 2005 to 2007, where they developed skills in sales, customer service, and analytical thinking.

In 2007, Cameron joined Cheevers & Company as an Institutional Wholesale Equity Broker, building strong relationships with institutional clients and utilizing advanced trading technology. Cameron stayed with the company until 2015.

From 2013 to 2015, Cameron also took on the role of Executive Design Director and Fabrication Shop Foreman at CHUCK+JUDY. Here, they used their hands-on skills to design and build projects for clients.

In 2016, Cameron transitioned to become a Consultant at Driftless Inclinations, offering expertise in various areas of business. Cameron enjoyed sharing their knowledge and eventually opened their own firm, which they ran until 2019.

From 2019 to 2021, Cameron worked at CFOshare, initially as a Financial Analyst and then as a Financial Services Coordinator, providing excellent service to clients and coordinating with different departments. Cameron eventually took on the role of Financial Operations Manager, focusing on internal efficiency and organization.

Most recently, Cameron joined Finvisor in 2022 as a Financial Operations Manager, bringing their experience as an entrepreneur and their knowledge of the startup and founder space to serve relevant clientele. Cameron'sprimary goal is to ensure client success through efficient operations and organization.

Cameron Smith holds a Bachelor of Science degree in Finance from DePaul University. Cameron also has an Associate of Arts degree in Parks, Recreation and Leisure Facilities Management from Madison Area Technical College. The information provided does not specify the start and end years for their education. Additionally, there is no information available regarding their education at the University of Minnesota. In terms of certifications, Cameron Smith obtained the Series 55 Registration from the Financial Industry Regulatory Authority (FINRA) in February 2013, and the Series 7 Registration in October 2008, also from FINRA.

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