Deirdre Smith

Wealth Management Innovator with 10+ YOE

Deirdre Smith is the Founder of Elodie Wealth, a financial advisory firm based in the United States. With over ten years of experience in the finance sector, she has a strong background in investment banking and asset management. Smith holds a Master's degree in Wealth Management from Columbia University and a Bachelor of Arts, cum laude, in Art History from John Cabot University.1 2

Professional Experience

Founder, Elodie Wealth (April 2021 - Present)
- Established a wealth management firm focused on innovative financial solutions.
Sales Operations Specialist, Capital Group (May 2019 - February 2021)
- Worked on enhancing sales operations and analytics.
Business Analysis Associate, Capital Group (August 2015 - May 2019)
- Involved in strategy and business analysis within the investment sector.
Program Manager, UHNW Family Office (December 2009 - June 2014)
- Managed personal and professional affairs for a prominent art collector, including project management and legal support.1

Education

Master's Degree in Wealth Management, Columbia University (2020 - 2021)
B.A. in Art History, John Cabot University (2007 - 2009) .1

Smith's career reflects her expertise in analytics, project management, and business operations, positioning her as a notable figure in wealth management.