Heather Smith Email & Phone Number
Vice President and Head of Strategic Marketing @ M Financial Group
5 free lookup(s).
Heather Smith Location
- Plano, TX, US
Heather Smith Work
- 2025 - now Vice President and Head of Strategic Marketing @
- 2011 - 2025 Corporate Vice President - Head of Marketing, Meetings and Agent Development @
- 2009 - 2011 Corporate Vice President - Business Market Services @
- 2007 - 2009 Assistant Vice President - Management @
- 2001 - 2007 Director - Special Projects Manager @
- 1999 - 2001 Director - Nautilus Special Cases Unit @
- 1997 - 1999 Advanced Life Sales @
- 1995 - 1997 Law Clerk @ Burns & Associates Law Firm
- 1995 - 1996 Law Clerk @
- 1992 - 1994 Journalist @
- 1993 - 1993 Congressional Intern @
- 1992 - 1993 Marketing Intern @ Lincoln Board of Realtors
Heather Smith Education
- The American College
CLU, ChFC, CAP (Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor in Philanthropy)
1999 - 2017 - University of Nebraska College of Law
Doctor of Law (J.D.)
1994 - 1997 - University of Nebraska-Lincoln
Bachelor of Arts (B.A.) (Majors: Communications/Public Relations + English Minors: Philosophy + Political Science)
1990 - 1994
Heather Smith Skills
- Leadership
- Strategic Communications
- Strategic Leadership
- Social Media Marketing
- Organizational Leadership
- Client Relations
- Business Strategy
- Time Management
- Training and Development (HR)
- Event Management
- Analytical Skills
- Public Relations
- Event Planning
- Public Speaking
- Marketing
- Team Leadership
- Presenter
- Training
- Project Planning
- Marketing Communications
- Life Insurance
- Project Management
- Estate Planning
- Financial Planners
- IRAs
- Management
- Retirement
- Social Media
- Securities
- Insurance
- Advertising
- Financial Advisory
- Variable Annuities
- Retirement Planning
- Long Term Care Insurance
- Online Marketing
- Financial Services
- Customer Service
- Mutual Funds
- Journalism
- Multi-generational wealth transfer
- Series 7
- Education
- Business Management
- Customer Relations
- 401k Rollovers
- 401k
- Long-term Care
- Disability Insurance
- College Savings Plans
- Term Life Insurance
- Whole Life
- Universal Life
- Wealth
Heather Smith Summary
- Heather Smith, based in Plano, TX, US, is currently a Vice President and Head of Strategic Marketing at M Financial Group. Heather Smith brings experience from previous roles at New York Life Insurance Company. Heather Smith holds a 1999 - 2017 CLU, ChFC, CAP in Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor in Philanthropy @ The American College. With a robust skill set that includes Leadership, Strategic Communications, Strategic Leadership, Social Media Marketing, Organizational Leadership and more. Heather Smith has 3 emails and 1 mobile phone numbers on RocketReach.
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Steve Sanders
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