Charles Smith Email & Phone Number
Partner, Wealth and Asset Management Consulting @ EY
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Charles Smith Location
- New York, NY, US
Charles Smith Work
- 2022 -now Partner, Wealth and Asset Management Consulting @
- 2020 -2022 Global Head of Digital Solutions @
- 2015 -2020 Managing Director, Strategy and Business Transformation @
- 2012 -2015 Senior Manager, Wealth and Asset Management Advisory @
- 2009 -2011 Vice President, Client Services @
- 2008 -2009 Vice President, Solutions Management @
- 2004 -2008 Vice President, Product Management and Product Strategy @
- 2001 -2004 Senior Product Manager @
Charles Smith Education
- Dartmouth College
- Columbia Business School
MBA
Charles Smith Skills
- Strategy
- Product Management
- Business Analysis
- Financial Services
- Process Improvement
- Risk Management
- Business Strategy
- Wealth Management
- Portfolio Management
- Strategic Planning
- Product Marketing
- Business Process Improvement
- SDLC
- Consulting
- P&L Management
- Marketing Strategy
- Six Sigma
- Project Management
- Mergers & Acquisitions
- Analysis
- Investments
- Program Management
- Pricing
- Asset Managment
- Business Planning
- Product Development
- Asset Management
- Competitive Analysis
- Vendor Management
- Integration
- Finance
- Business Development
- Market Research
- Process Engineering
- Sales
- Start-ups
- Due Diligence
- Strategic Partnerships
- Leadership
- Executive Management
- Cross-functional Team Leadership
- Team Building
- Training
- Product Strategy
- Relationship Management
- New Business Development
- Pragmatic Marketing - Certification in Product Management
- Strategy Development
- Agile Methodologies
- Digital Strategy
- Six Sigma Green Belt
- Management
- Pragmatic Marketing
- Accounting
- Human Resources
- People Management
- Start Ups
- Excel
- One On One Training
- Values
- Cross Functional Team Leadership
- Microsoft Excel
- Customer Service
- Certification In Product Management
- PRINCE2
- Sarbanes Oxley Act
- VAT
- Advisory
- Key Performance Indicators
- Mergers and Acquisitions
- Services
- Meeting Management
- Recruiting
- Internal Audit
Charles Smith Summary
- Charles Smith, based in New York, NY, US, is currently a Partner, Wealth and Asset Management Consulting at EY. Charles Smith brings experience from previous roles at London Stock Exchange Group (LSEG), Ernst & Young and Fiserv. Charles Smith holds a Dartmouth College. With a robust skill set that includes Strategy, Product Management, Business Analysis, Financial Services, Process Improvement and more. Charles Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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