Find your path to Charlie
447 people in our graph share verified history with Charlie — schools, employers, funds. One of them is your warm intro.
Matt CherianunlockedCharlie: together at Bank of America (2008–2009)
×5Charlie: together at Bank of America
×3Charlie: together at Citi Alternative Investments | Corporate Treasury | Risk Capital
×2Charlie: together at US Army - 3rd Ranger Battalion | 75th Ranger Regiment
About
Charlie Smith is Managing Director of West Coast Fund Banking at Stifel Bank, where the work involves providing financial services to private equity firms and their affiliates. Smith also serves as City Treasurer for the City of San Clemente.
Experience
- City of San ClementeCity Treasurercurrent2022 — present
- Stifel BankManaging Director, West Coast Fund Bankingcurrent2021 — presentOrange County, California, United States
- City of San ClementeCommissioner2016 — 2021San Clemente, California
- City National BankSenior Vice President - Structured Finance2017 — 2021Greater Los Angeles Area
- Wells FargoNational Director, Financial Sponsors2011 — 2017Greater Los Angeles Area
- Bank of AmericaVice President2008 — 2010Greater Los Angeles Area
- Citi Alternative Investments | Corporate Treasury | Risk CapitalVice President2005 — 2008New York, New York | London, UK
- Trillium Group, LLCMBA Intern2004Rochester, New York
- AXA Financial | Paramount Planning GroupFinancial Analyst2002 — 2004Irvine, California
- Merrill LynchFinancial Advisor / Investment Associate1998 — 2002Orange County, California Area
- US Army - 3rd Ranger Battalion | 75th Ranger RegimentAirborne Ranger1990 — 1993Fort Benning, Georgia
Skills & more
Fixed Income3Loans3Investments32Portfolio Management28Financial Modeling10Private Equity4Venture Capital2Investment AdvisoryAsset Managment1Corporate Finance4Credit3Financial Analysis4
+12 more
BankingAlternative InvestmentsCredit AnalysisEquitiesValuationCapital MarketsStrategic Financial PlanningWealth ManagementBloombergInvestment BankingSecuritiesAsset Allocation- Chartered Financial Analyst® (CFA®) Charterholder — CFA Institute
From Charlie's professional profile.
Colleagues at Stifel Venture Banking
Al Guerrero
Managing Director at Stifel Venture Banking
Alan Faulkner
Managing Director at Stifel Venture Banking
Andrew Kidder
Senior Vice President at Stifel Venture Banking
Annabella Kwei
Senior Vice President, Fund Banking at Stifel Venture Banking
Anthony DeSantis
Senior Vice President at Stifel Venture Banking
Ariana DaCruz
Senior Vice President at Stifel Venture Banking
Barrett Goulden
Senior Vice President at Stifel Venture Banking
Brad Ellis
Managing Director & Founder, Stifel Venture & Fund Banking at Stifel Venture Banking
Frequently asked questions
- Who is Charlie Smith?
- Charlie Smith is Managing Director of West Coast Fund Banking at Stifel Bank, where the work involves providing financial services to private equity firms and their affiliates. Smith also serves as City Treasurer for the City of San Clemente.
- Where does Charlie Smith work?
- Charlie Smith is Managing Director, Fund Banking at Stifel Venture Banking.
- Where did Charlie Smith go to school?
- Charlie Smith studied at University of Rochester - Simon Business School (MBA, Business); USC Marshall School of Business (B.S., Business Administration).
Same school
Also attended University of Rochester - Simon Business School48
Camila VieiraPartner, Head of Brazil at QED InvestorsAndy WeymannVenture Partner, Frontiers in Health & Bio Investments at Verve VenturesDeepali NangiaPartner at SpeedinvestWei JiangFounder & Managing Partner at CatchLight Capital PartnersOmar FarooquiDirector of Valuation at EJF VenturesTim JonesPartner at ICI
+ 42 more
Also attended USC Marshall School of Business243
Jeppe RindomCo-founder & CEO of PleoNiki PezeshkiGeneral Partner at Felicis VenturesJeffrey PaineFounding Partner at Golden Gate VenturesRajeev DhamPartner at Sapphire VenturesTeemu MattilaPartner at Lifeline VenturesTrent RiggsInvestor at Khosla Ventures
+ 237 more
Shared employers
Also worked at Stifel Bank54
Phil GagerManaging Director at Service Provider CapitalMinh LeManaging Director at Service Provider CapitalTed CavanManaging Director, Technology at Runway Growth CapitalTess HatchManaging Director at Stifel Venture BankingBrad EllisManaging Director & Founder, Stifel Venture & Fund Banking at Stifel Venture BankingMatt TrotterManaging Director at Stifel Venture Banking
+ 48 more
Also worked at Wells Fargo406
Funmi GarrickFinance and Operations at Impact America FundChen Yang SiaGeneral Counsel at Golden Gate VenturesTori KorineInvestor at OpenView Venture PartnersAditya ReddyVice President at Sapphire VenturesDavid CarterPartner, Engineering Excellence at Sapphire VenturesM.G. ThibautFormer Chief Financial Officer at DroneDeploy at Scale Venture Partners
+ 400 more
Also worked at Bank of America445
Kirsten GreenFounder and Managing Partner at Forerunner VenturesMatt CherianVenture Partner at Monta Vista CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalAndrew WallaceVice President, Revolution Growth at RevolutionWill QuistGP at Slow VenturesChris FeeneySenior Fellow, Bank Policy Institute at MissionOG
+ 439 more
Also worked at Citi Alternative Investments | Corporate Treasury | Risk Capital1,229
Nina AchadjianInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)RustyAdvisor at Clear VenturesKerry WongHead of Investor Relations at Pantera CapitalTori KorineInvestor at OpenView Venture PartnersAnn PauloseSenior Investor Relations Associate at Greycroft
+ 1,223 more