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
- Partner, Wealth and Asset Management Consulting @ (December 2022 - Present)
- Global Head of Digital Solutions @ (February 2020 - July 2022)
- Managing Director, Strategy and Business Transformation @ (July 2015 - February 2020)
- Senior Manager, Wealth and Asset Management Advisory @ (January 2012 - June 2015)
- Vice President, Client Services @ (February 2009 - December 2011)
- Vice President, Solutions Management @ (March 2008 - February 2009)
- Vice President, Product Management and Product Strategy @ (June 2004 - March 2008)
- Senior Product Manager @ (June 2001 - May 2004)
Charles Smith Education
- Columbia Business School
MBA
- Dartmouth College
AB (Economics)
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 MBA @ Columbia Business School. With a robust skill set that includes Strategy, Product Management, Business Analysis, Financial Services, Process Improvement and more. Charles Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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