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
- Founder and Managing Partner, Crisis IQ Partners @ (June 2025 - Present)
- Principal | Enterprise Strategy and Transformation | Wealth Management | Financial Services @ (January 2020 - June 2025)
- Private Banker- Vice President @ (February 2018 - January 2020)
- Sr. Private Client Advisor @ Park Sterling Bank (February 2014 - January 2018)
- Private Wealth Management Specialist @ (April 2012 - February 2014)
- UHNW Relationship Manager @ (January 2010 - January 2012)
- MBA @ (August 2008 - May 2010)
- Premier Client Manager @ (August 2005 - July 2008)
D. Smith Education
- Indiana University - Kelley School of Business
MBA (Marketing and Finance)
- HKUST Business School
MBA (International Business)
- 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 @ Indiana University - Kelley School of Business. 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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