ÂÜÀòÂÒÂ×

Marilyn Smith possesses extensive experience in the financial services industry, currently serving as the Director of Base Camp Platform Operations and former Associate Director of Advisor Solutions at Concurrent since January 2018. Prior to that, Marilyn held various roles including Branch Manager for the Central Region at Raymond James Financial Services Advisors and Senior Client Specialist at Rw Baird Co Inc. Marilyn's earlier experience includes being a Region Administration Manager at US Bancorp Investments, and positions at Morgan Stanley Wealth Management, LPL Financial, and RBC Wealth Management. Educational qualifications include studies in Management at Harvard Extension School and Colorado State University Global.