Erik Smith Email & Phone Number
SVP | Wealth Planning Product Managment @ LPL Financial
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Erik Smith Location
- Charlotte, NC, US
Erik Smith Work
- SVP | Wealth Planning Product Managment @ (October 2023 - Present)
- VP | IIS Product Management @ (October 2020 - October 2023)
- AVP | IIS Product Management | Financial Planning @ (February 2019 - October 2020)
- Senior Financial Planning Consultant @ (August 2017 - February 2019)
- Financial Advisor @ (October 2012 - August 2017)
- Service 360 Representative @ (January 2010 - November 2012)
- Owner @ independent video production (June 2005 - June 2011)
- Producer and Video Editor @ (January 2003 - January 2005)
Erik Smith Education
- UNC Charlotte Belk College of Business
MBA (Finance)
2006-2009 - The University of North Carolina at Chapel Hill
BA - Journalism and Psychology (Advertising)
2000-2004
Erik Smith Skills
- Marketing
- Video Editing
- Leadership
- Project Management
- Finance
Erik Smith Summary
- Erik Smith, based in Charlotte, NC, US, is currently a SVP | Wealth Planning Product Managment at LPL Financial. Erik Smith brings experience from previous roles at LPL Financial and UBS. Erik Smith holds a 2006 - 2009 MBA in Finance @ UNC Charlotte Belk College of Business. With a robust skill set that includes Marketing, Video Editing, Leadership, Project Management, Finance and more. Erik Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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