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
- 2023 -now SVP | Wealth Planning Product Managment @
- 2020 -2023 VP | IIS Product Management @
- 2019 -2020 AVP | IIS Product Management | Financial Planning @
- 2017 -2019 Senior Financial Planning Consultant @
- 2012 -2017 Financial Advisor @
- 2010 -2012 Service 360 Representative @
- 2005 -2011 Owner @ independent video production
- 2003 -2005 Producer and Video Editor @
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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