D. Smith Email & Phone Number
Founder and Managing Partner, Crisis IQ Partners @ Crisis IQ Partners
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D. Smith Location
- Charlotte, NC, US
D. Smith Work
- 2025 -now Founder and Managing Partner, Crisis IQ Partners @
- 2020 -2025 Principal @
- 2018 -2020 Private Banker- Vice President @
- 2014 -2018 Sr. Private Client Advisor @ Park Sterling Bank
- 2012 -2014 Private Wealth Management Specialist @
- 2010 -2012 UHNW Relationship Manager @
- 2008 -2010 MBA @
- 2005 -2008 Premier Client Manager @
D. Smith Education
-
MBA (Marketing and Finance)
- Hong Kong University of Science and Technology - School of Business and Management
MBA (Study Abroad)
- University of North Carolina at Charlotte
Bachelor of Science
D. Smith Skills
- Digital Strategy
- Product Management
- Advising Clients
- Go-to-Market Strategy
- Microsoft Office
- Defining Requirements
- Relationship Building
- Strategic Initiatives
- Cross-Selling
- Communication
- Product Launch
- Product Development
- Change Management
- Mortgage Lending
- Brokerage
- Sales
- Strategy
- Cross-functional Team Leadership
- Business Analysis
- Competitive Analysis
- Thought Leadership
- Team Leadership
- Business Case Design
- Operational Efficiency
- Digital Transformation
- Business Strategy
- Management Consulting
- Problem Solving
- Portfolio Management
- Strategic Financial Planning
- Cash Management
- Wealth Management
- Credit Analysis
- Private Banking
- Retirement Planning
- Investment Management
- Investments
- Project Management
- Financial Modeling
- Management
- Financial Analysis
- Banking
- Business Development
- Finance
- Financial Planning
- Credit
- Series 7
- Financial Services
- Business Relationship Management
- Financial Advisory
- Leadership
- Strategic Planning
- Retail Banking
D. Smith Summary
- D. Smith, based in Charlotte, NC, US, is currently a Founder and Managing Partner, Crisis IQ Partners at Crisis IQ Partners. D. Smith brings experience from previous roles at Capco, First Citizens Bank, Park Sterling Bank and PNC. D. Smith holds a MBA in Marketing and Finance. With a robust skill set that includes Digital Strategy, Product Management, Advising Clients, Go-to-Market Strategy, Microsoft Office and more. D. Smith has 2 emails and 4 mobile phone numbers on RocketReach.
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