Courtney Smith started their work experience as a Financial Associate at Mercer Advisors in September 2002. In this role, they compiled documentation for client financial portfolios, conducted analyses, and assisted with client meetings. Courtney also held meetings for clients' employees on retirement plan options.
From October 2003 to July 2012, Courtney worked as an Associate at Coldstream Capital Management. Courtney worked directly with portfolio managers, reviewed financial statements and estate plans, and made recommendations on asset allocation. Courtney also served as the main contact for high net worth clients.
In July 2014, Courtney joined Troy Consulting LLC as Contracts and Legal Operations Support in Microsoft Stores' Corporate, External, and Legal Affairs team.
Most recently, in February 2021, Courtney started working as a Paralegal at Skagit Law Group.
Courtney Smith attended Washington State University from 1994 to 1998 where they earned a Bachelor of Arts degree in Business/Spanish. Courtney then attended Seattle University starting in 2004, however, it is unclear when they finished or if they obtained a degree. Additionally, Courtney also spent some time at UDLA - Puebla, although the specific dates and any degrees or fields of study are unknown.
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