Charles Smith Email & Phone Number
Nebraska Practice Leader @ Qualified Plan Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Charles Smith Location
- Omaha, NE, US
Charles Smith Work
- 2021 -now Nebraska Practice Leader @
- 2014 -2020 Director, Retirement Plan Advisory Services @
- 2011 -2014 Relationship Manager - Institutional Trusts @
- 2007 -2011 Risk Manager - Retirement Plan Services @
- 2003 -2007 Associate Attorney - Employee Benefits @
Charles Smith Education
- University of Missouri-Kansas City School of Law
LL.M. (Tax)
2002-2003 - University of Nebraska College of Law
J.D. (Tax Law/Taxation)
1998-2001 - Ohio University
BSSS
1994-1997 - Wayne State College 1993-1994
Charles Smith Skills
- Board Level
- Wealth Management
- Investments
- Portfolio Management
- Loans
- Business Analysis
- Corporate Law
- Mergers & Acquisitions
- Credit
- Private Banking
- Financial Services
- Finance
- Commercial Lending
Charles Smith Summary
- Charles Smith, based in Omaha, NE, US, is currently a Nebraska Practice Leader at Prime Capital Retirement. Charles Smith brings experience from previous roles at First National Bank of Omaha and Baird Holm LLP. Charles Smith holds a 2002 - 2003 LL.M. in Tax @ University of Missouri-Kansas City School of Law. With a robust skill set that includes Board Level, Wealth Management, Investments, Portfolio Management, Loans and more. Charles Smith has 4 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Charles Smith?
Find contact details for 700 million professionals.
Others Named Charles Smith
Charles Smith
Chief Customer Officer
Winchester, GB
Charles Smith
Chief Executive Officer
Incline Village, NV, US
Charles Smith
President
Pittston, PA, US
Charles Smith
Chairman
Leicester, GB
Charles Smith
CEO
Johnson City, TN, US
Charles Smith
Chief Executive Officer
Austin, TX, US
Charles Smith
Chairman of the Board
Boulder, CO, US
Charles Smith
Founder and CEO
Burlington, IA, US
Top Qualified Plan Advisors Employees
Geoffrey Mettler
Managing Director, Northern California
Walnut Creek, CA, US
Scott Colangelo
Managing Director
Dallas, TX, US
Teddy Aif
Sr. Retirement Plan Advisor
Houston, TX, US
Scott Liggett
Director of ERISA Oversight
Overland Park, KS, US
Jeff Dorfman
Managing Principal, Retirement Practice
Houston, TX, US
Charles Smith
Nebraska Practice Leader
Omaha, NE, US
Rich Eagar
Vice President - Retirement Practice
Cypress, TX, US
Michael Smoots
ERISA Counsel
Leawood, KS, US
Emily Hopkins
Consultant
Spring, TX, US
Brandon McCormick
Qualified Plan Consultant
Flower Mound, TX, US
Heather Tritz
Retirement Plan Assistant
Omaha, NE, US
Sarah Aif
Retirement Plan Consultant
Dallas, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co