Erich Smith Email & Phone Number
Executive Vice President and New England Region Market Director
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Erich Smith Location
- Boston, MA, US
Erich Smith Work
- Executive Vice President and New England Region Market Director @ PNC Private Bank (February 2025 - Present)
- Executive Vice President and Regional Managing Director @ (May 2023 - January 2025)
- Executive Vice President and Chief Operating Officer @ (August 2018 - May 2023)
- Executive VP and Group Head, Premier Wealth Management @ (August 2018 - June 2022)
- Chief Operating Officer @ (January 2016 - August 2018)
- Executive Director of International Wealth Management @ (January 2014 - January 2018)
- Executive Director of Family Office and Charitable Solutions @ (January 2010 - January 2014)
- President: Central Markets Region @ (January 2007 - January 2010)
- Managing Director: Expansion Markets and Integration @ (January 2001 - January 2010)
- Co-Lead, Bank of New York and Mellon Financial Wealth Management Integration @ (January 2005 - January 2007)
- Senior VP and Managing Director @ (January 1997 - January 2001)
- First VP and Team Leaders @ (January 1993 - January 1997)
- Private Banking Officer @ BayBank (June 1987 - November 1992)
Erich Smith Education
- Suffolk University
Master of Business Administration (MBA) (Finance, General)
1990-1993 - ABA National Trust School at Northwestern University
CTFA
1989-1990 - Lake Forest College
Bachelor of Arts (B.A.) (Finance and Marketing)
1980-1984
Erich Smith Skills
- Management
- Financial Advisory
- Business Relationship Management
- portfolio managemnt
- Sales Management
- Technology Implementation
- executive collaboration
- b2b and b2c
- Creative Problem Solving
- Operations Management
- team building and leadership
- Complex and creative problem solving
- Public Speaking
- sales presentations and negotiation
- Customer Experience
- Operations and revenue management
- Project and program management
- Strategy and vision setting
- Business planning and structuring
- Asset Allocation
- Budgeting
- Business Development
- Business Strategy
- Estate Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Portfolio Management
- Private Banking
- Private Equity
- Strategic Communications
- Strategic Partnerships
- Strategic Thinking
- Strategy Execution
- Wealth Management
Erich Smith Summary
- Erich Smith, based in Boston, MA, US, is currently a Executive Vice President and New England Region Market Director at PNC Private Bank. Erich Smith brings experience from previous roles at PNC and BNY Mellon Wealth Management. Erich Smith holds a 1990 - 1993 Master of Business Administration (MBA) in Finance, General @ Suffolk University. With a robust skill set that includes Management, Financial Advisory, Business Relationship Management, portfolio managemnt, Sales Management and more. Erich Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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