Buffy Smith Email & Phone Number
Managing Director of Operations @ Retirement Planners of America
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Buffy Smith Location
- Allen, TX, US
Buffy Smith Work
- Managing Director of Operations @ (February 2026 - Present)
- Director Of Operations @ (October 2021 - February 2026)
- Manager of Asset Management Operations @ (April 2018 - October 2021)
- Client Service Manager @ (September 2017 - April 2018)
- Client Service Administrator @ (October 2016 - September 2017)
- ASSISTANT VICE PRESIDENT OF OPERATIONS SERVICE DELIVERY, CLIENT MANAGEMENT, AND ACCOUNTING @ (January 2002 - December 2015)
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 Managing Director of Operations at Retirement Planners of America. Buffy Smith brings experience from previous roles at Retirement Planners of America. 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 5 emails and 2 mobile phone numbers on RocketReach.
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