Abe Smith Email & Phone Number
Partner @ Lakeshore Benefit Alliance
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Abe Smith Location
- Birmingham, AL, US
Abe Smith Work
- 2010 -now Partner @
- 2010 -now Partner @ Lakeshore Financial Partners
- 2002 -2010 Financial Advisor @ Pittman Financial Partners
Abe Smith Education
- Auburn University
Bachelor of Science (BS) (Finance)
1998-2002
Abe Smith Skills
- Estate Planning
- Events Organisation
- Information Technology
- Budget Monitoring
- Procedure Development
- Intermediate Excel
- Fixed Annuities
- Customer Focus
- Document Formatting
- Paper Preparation
- Retirement Planning
- High Level of Confidentiality
- Financial Planning
- Purchase Orders
- Report Writing
- Event Planning
- Office Management
- Incident Management
- Investments
- Complex Diary Management
- Meeting Administration
- Records Management
- Finance
- System Administration
- 401k
- Wealth Management
- Life Insurance
- Strategic Financial Planning
- Microsoft Office
- IT Operations
- Program Management
- IT Management
- Outlook and Powerpoint
- Project Planning
- Training Delivery
- Personal Financial Planning
- Managing Deadlines
- Document Preparation
- Minute Taking
- Project Management
- Research
- Line Management
- Problem Solving
- Retirement
- Advanced Microsoft Word
- Information Management
- Relationship Development
- Series 7
- Securities
- Group Benefit Plans
- Efficiency Maximisation
- Onenote and Visio
Abe Smith Summary
- Abe Smith, based in Birmingham, AL, US, is currently a Partner at Lakeshore Benefit Alliance. Abe Smith brings experience from previous roles at Lakeshore Financial Partners and Pittman Financial Partners. Abe Smith holds a 1998 - 2002 Bachelor of Science (BS) in Finance @ Auburn University. With a robust skill set that includes Estate Planning, Events Organisation, Information Technology, Budget Monitoring, Procedure Development and more. Abe Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Lakeshore Benefit Alliance Employees
Abe Smith
Partner
Birmingham, AL, US
Dan Johnson
Consultant
Albertville, AL, US
Samuel Joffe
Insurance Producer
Birmingham, AL, US
Justin Carter
Partner
Birmingham, AL, US
Henry Shook
Insurance Broker
Birmingham, AL, US
Weston Williams
Junior Partner
Birmingham, AL, US
Jess Leslie
Employee Benefits Broker
Birmingham, AL, US
Brenda
Account Executive
Birmingham, AL, US
David Hauth
Senior Employer Benefits Consultant
Birmingham, AL, US
Cade Holmes
Associate Producer
Auburn, AL, US
Rick Holmes
President
Birmingham, AL, US
Sara-Grace Elliott
Benefits Broker
Birmingham, AL, US
Aubie Andrews
Director of Marketing
United States
Macy Joffe
Insurance Producer
Birmingham, AL, US
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