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Codi (Quirk) Smith
Finance and Marketing Intern
793 followers
Boston, Massachusetts, United States
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About me
Assistant Vice President, Financial Institutions Group at Natixis Investment Managers
Education
Lincoln Sudbury Regional High School
-Varsity Women's Lacrosse: 2011&2012 State Semi Finalist, League All StarVarsity Field HockeyVarsity Indoor Track and Field
Trinity College Rome Campus
-
Trinity College-Hartford
-Bachelor of Science - BS Psychology
Experience
Cammack Retirement Group
Jun 2015 - Sept 2015Finance and Marketing Intern
LMCG Investments
Oct 2016 - Nov 2017Client Service Associate
Merrill Lynch
Dec 2017 - Jul 2020Registered Client Associate
Natixis Investment Managers
Jul 2020 - nowAssistant Vice President, Financial Institutions Group
Mar 2025 - nowAccount Manager, Financial Institutions Group
Feb 2024 - nowAssociate, Financial Institutions Group
Apr 2022 - Feb 2024Regional Director
Feb 2022 - Apr 2022Investment Consultant
Jul 2020 - Feb 2022
Licenses & Certifications
Boston Future Leaders Program
Great Boston Chamber of Commerce & Harvard Business SchoolDec 2024
Series 66
FINRASeries 7
FINRA
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