Buffy Smith Email & Phone Number
Director Of Operations @ Retirement Planners of America
5 free lookup(s).
Buffy Smith Location
- Allen, TX, US
Buffy Smith Work
- 2021 - now Director Of Operations @
- 2018 - 2021 Manager of Asset Management Operations @
- 2017 - 2018 Client Service Manager @
- 2016 - 2017 Client Service Administrator @
- 2002 - 2015 ASSISTANT VICE PRESIDENT OF OPERATIONS SERVICE DELIVERY, CLIENT MANAGEMENT, AND ACCOUNTING @
Buffy Smith Education
- Texas Woman's University
Bachelor's degree (Communication Sciences and Disorders, General)
2004 - 2007
Buffy Smith Skills
- Relationship Management
- Operational Risk
- Operations Management
- Back Office Operations
- Risk Management
- Securities
- Equities
- Fixed Income
- Financial Services
- Mutual Funds
- Bonds
- Asset Management
- Back Office
- Investment Banking
- Trading
- Business Analysis
- Financial Risk
- Alternative Investments
- Financial Markets
- Cash Management
- AML
- FX Options
- Asset Managment
- Private Equity
- Strategic Planning
- Financial Reporting
- Bloomberg
- Coaching
- Corporate Actions
- Global Custody
- Transfer Agency
- Securities Lending
- Middle Office
- Settlement
- SWIFT payments
- Prime Brokerage
- Fund Accounting
- Reference Data
- Fund Administration
- DTC
- Foreign Exchange
- Salesforce.com Administration
- iRebal
- Traction
- Asana
- Freshdesk
- VEO
- Wealth Access
- Compensation
- VEO One
Buffy Smith Summary
- Buffy Smith, based in Allen, TX, US, is currently a Director Of Operations at Retirement Planners of America. Buffy Smith brings experience from previous roles at Retirement Planners of America and JPMorgan Chase. Buffy Smith holds a 2004 - 2007 Bachelor's degree in Communication Sciences and Disorders, General @ Texas Woman's University. With a robust skill set that includes Relationship Management, Operational Risk, Operations Management, Back Office Operations, Risk Management and more. Buffy Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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