1995 -1996 Partner @ Simione, Scillia, Larrow and Dowling, CPA's
1992 -1995 Manager @ Simione & Simione, CPA's
1985 -1992 Manager @
1983 -1985 Tax Advisor @ Arthur Andersen
Brendan Smith Education
Bentley University
MS (Tax and Financial Planning)
1989-1991
Boston College
BS (Business)
1979-1983
Brendan Smith Skills
Microsoft Office
Management
Public Speaking
Change Management
Commercial Litigation
Civil Litigation
Tax Law
Finance
Onboarding
Brendan Smith Summary
Brendan Smith, based in Guilford, CT, US, is currently a Partner, Senior Wealth Advisor at Exencial Wealth Advisors. Brendan Smith brings experience from previous roles at Shoreline Financial Advisors, LLC, Simione, Scillia, Larrow and Dowling, CPA's, Simione & Simione, CPA's and Brown & Brown LLP. Brendan Smith holds a 1989 - 1991 MS in Tax and Financial Planning @ Bentley University. With a robust skill set that includes Microsoft Office, Management, Public Speaking, Change Management, Commercial Litigation and more. Brendan Smith has 2 emails and 4 mobile phone numbers on RocketReach.
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