Brett Smith Email & Phone Number

Co-Founder, Private Wealth Management Advisor @ Upstate Legacy Planning Group

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Brett Smith Location

South Carolina, United States

Brett Smith Work

2012 - now Co-Founder, Private Wealth Management Advisor @ Upstate Legacy Planning Group
2001 - 2016 Field Force Officer @ United States Military Academy
2009 - 2015 Owner @ Living Word Bookstore

2010 - 2011 General Manager @ Baja Motorsports, Inc.
2003 - 2008 President @ S&S Cycle, Inc.
2003 - 2003 CFO and VP of Sales and Marketing @ S&S Cycle, Inc.
2002 - 2003 CFO @ S&S Cycle, Inc.
2001 - 2002 Business Development Project Manager @ John Deere
View Department
2000 - 2000 Project Manager Intern @ L.E.K. Consulting
1998 - 1999 Base Demolition Project Manager @ US Army

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Brett Smith Education

The University of Chicago - Booth School of Business
MBA (Finance & Strategic Management; Accounting & Entrepreneurship)
1999 - 2001
United States Military Academy at West Point
BS (Environmental Engineering)
1990 - 1994
Richland Center High School
Diploma
1985 - 1989

Brett Smith Skills

Leadership
Estate Planning
Development

Executive Benefit Strategies
Consulting
Fixed Annuities
Retirement Savings
Mentoring Teams
Wealth Preservation Planning
Insurance

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Brett Smith Summary

Brett Smith, based in South Carolina, United States, is currently a Co-Founder, Private Wealth Management Advisor at Upstate Legacy Planning Group. Brett Smith brings experience from previous roles at United States Military Academy, Living Word Bookstore, Baja Motorsports, Inc. and S&S Cycle, Inc.. Brett Smith holds a 1999 - 2001 MBA in Finance & Strategic Management; Accounting & Entrepreneurship @ The University of Chicago - Booth School of Business. With a robust skill set that includes Leadership, Estate Planning, Development, Executive Benefit Strategies, Consulting and more. Brett Smith has 1 emails and 5 mobile phone numbers on RocketReach.

Brett Smith Emails

Found 1 emails

@yahoo.com

Brett Smith Phone Numbers

Found 6 phone numbers

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Others Named Brett Smith

Brett Smith

Founder and Executive Chairman at Counter Culture Coffee

Durham, NC, US
3
- counterculturecoffee.com
- aol.com
- gmail.com
5+
- +1 919-361-XXXX
- +1 919-932-XXXX
- +1 919-522-XXXX
- +1 510-331-XXXX
- +1 029250XXXX
- +1 919-451-XXXX
Brett Smith

Chief Executive Officer at Rural Business Support

Adelaide, SA, AU
2
- ruralbusinesssupport.org.au
- gmail.com
1
- +61 412 630XXXX
Brett Smith

Vice President of Enterprise Partnerships at Arrive Logistics

Columbus, OH, US
3
- gmail.com
- arrivelogistics.com
- outreach.arrivelogistics.com
2
- +1 330-720-XXXX
- +1 512-982-XXXX

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Top Upstate Legacy Planning Group Employees

Brett Smith

Co-Founder, Private Wealth Management Advisor at Upstate Legacy Planning Group

South Carolina, United States
1
- yahoo.com
5+
- +1 580-458-XXXX
- +1 864-556-XXXX
- +1 864-642-XXXX
- +1 616-243-XXXX
- +1 864-556-XXXX
- +1 614-802-XXXX
Justin Sprouse

Associate Financial Representative at Upstate Legacy Planning Group

Greenville, SC, US
1
- nm.com

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