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
Education
- University of Rochester - Simon Business SchoolMBA, Business2003 — 2005
- USC Marshall School of BusinessB.S., Business Administration1993 — 1997
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
- Where does Charlie Smith work?
- Charlie Smith is Managing Director, Fund Banking at Stifel Venture Banking.
Same school
Also attended University of Rochester - Simon Business School22
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 PartnersTim JonesPartner at ICISurya ManthaManaging Partner at Capria Ventures
+ 16 more
Also attended USC Marshall School of Business154
Niki PezeshkiGeneral Partner at Felicis VenturesJeffrey PaineFounding Partner at Golden Gate VenturesRajeev DhamPartner at Sapphire VenturesTeemu MattilaPartner at Lifeline VenturesEvan SmithManaging Director at Marlin Equity PartnersAlicia ZaettaAssociate at Marlin Equity Partners
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Shared employers
Also worked at Stifel Bank37
Phil GagerManaging Director at Service Provider CapitalMinh LeManaging Director at Service Provider CapitalTed CavanManaging Director, Technology at Runway Growth CapitalMatt TrotterManaging Director at Stifel Venture BankingNathaniel StoneManaging Director & Founder at Stifel Venture BankingKelly BelcherManaging Director at Stifel Venture Banking
+ 31 more
Also worked at Wells Fargo218
Funmi GarrickFinance and Operations at Impact America FundChen Yang SiaGeneral Counsel at Golden Gate VenturesTori KorineInvestor at OpenView Venture PartnersAditya ReddyVice President at Sapphire VenturesM.G. ThibautFormer Chief Financial Officer at DroneDeploy at Scale Venture PartnersTony ThomasVenture Partner at Lux Capital
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Also worked at Bank of America243
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 RevolutionWilliam QuistGP at Slow VenturesAdrian KaniaSenior Associate at Sapphire Ventures
+ 237 more
Also worked at Citi Alternative Investments | Corporate Treasury | Risk Capital729
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
+ 723 more