Codi (Quirk) Smith

Codi (Quirk) Smith

Finance and Marketing Intern

Followers of Codi (Quirk) Smith793 followers
location of Codi (Quirk) SmithBoston, Massachusetts, United States

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  • Timeline

  • About me

    Assistant Vice President, Financial Institutions Group at Natixis Investment Managers

  • Education

    • Lincoln Sudbury Regional High School

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      Varsity Women's Lacrosse: 2011&2012 State Semi Finalist, League All StarVarsity Field HockeyVarsity Indoor Track and Field

    • Trinity College Rome Campus

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    • Trinity College-Hartford

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      Bachelor of Science - BS Psychology
  • Experience

    • Cammack Retirement Group

      Jun 2015 - Sept 2015
      Finance and Marketing Intern
    • LMCG Investments

      Oct 2016 - Nov 2017
      Client Service Associate
    • Merrill Lynch

      Dec 2017 - Jul 2020
      Registered Client Associate
    • Natixis Investment Managers

      Jul 2020 - now
      • Assistant Vice President, Financial Institutions Group

        Mar 2025 - now
      • Account Manager, Financial Institutions Group

        Feb 2024 - now
      • Associate, Financial Institutions Group

        Apr 2022 - Feb 2024
      • Regional Director

        Feb 2022 - Apr 2022
      • Investment Consultant

        Jul 2020 - Feb 2022
  • Licenses & Certifications

    • Boston Future Leaders Program

      Great Boston Chamber of Commerce & Harvard Business School
      Dec 2024
    • Series 66

      FINRA
    • Series 7

      FINRA