Dorothy Smith Email & Phone Number
Practice Manager @ Financial Compass Group, LLC
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Dorothy Smith Location
- Boston, MA, US
Dorothy Smith Work
- Practice Manager @ (August 2024 - Present)
- Practice Manager @ ERIC BERTZ One-Source Wealth Management (December 2020 - August 2024)
- Operations Administrator @ (August 2019 - November 2020)
- Consultant and Office Manager @ Multiple Companies (January 2017 - March 2017)
- Senior Financial and Business Consultant @ MetLife & Brighthouse Financial (April 2014 - December 2016)
- Financial Consultant, Reinsurance Negotiation, Administration, and Financial Analysis @ (April 2009 - April 2014)
- Reinsurance Manager, Reinsurance Negotiation, Administration and Financial Analysis @ (October 2006 - April 2009)
- Reinsurance Manager, Reinsurance Negotiation, Administration and Financial Analysis @ New England Financial (July 2003 - October 2006)
- Reinsurance Supervisor II, Actuarial and Financial Services @ New England Financial (October 1999 - June 2003)
Dorothy Smith Education
- Boston Latin Academy
College/University Preparatory and Advanced High School/Secondary Diploma Program
Dorothy Smith Skills
- Account Management
- Adobe Acrobat
- Adobe Premiere Pro
- Agile Project Management
- Analysis
- Business Analysis
- Business Process Improvement
- CRM Software
- Calendaring
- Client Accounts
- Client Services Management
- Collaborative Problem Solving
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Customer Service Management
- Data Mapping
- Disability Insurance
- Expenses
- Facility Management (FM)
- Finance
- Financial Analysis
- Financial Reporting
- General Insurance
- Group Meetings
- Insurance
- JIRA
- Life Insurance
- Management
- Microsoft 365
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Products
- Microsoft Visio
- Microsoft Word
- New Hires
- Office Administration
- Office Equipment
- Organization Skills
- Phone Etiquette
- Practice Operations
- Presentation Skills
- Presentations
- Problem Solving
- Process Improvement
- Project Management Software
- Quality Assurance & User Acceptance Testing
- Reinsurance
- Requirements Gathering
- Risk Management
- Salesforce.com
- Salesforce.com Implementation
- SharePoint
- Six Sigma Lean
- Skilled Multi-tasker
- Software Deployment
- Software Installation
- Spreadsheets
- Strategic Planning
- Supervisory Skills
- System Administration
- System Implementations
- Training
- Underwriting
- Written Communication
Dorothy Smith Summary
- Dorothy Smith, based in Boston, MA, US, is currently a Practice Manager at Financial Compass Group, LLC. Dorothy Smith brings experience from previous roles at ERIC BERTZ One-Source Wealth Management, Lincoln Financial Network, Multiple Companies and MetLife & Brighthouse Financial. Dorothy Smith holds a College/University Preparatory and Advanced High School/Secondary Diploma Program @ Boston Latin Academy. With a robust skill set that includes Account Management, Adobe Acrobat, Adobe Premiere Pro, Agile Project Management, Analysis and more. Dorothy Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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