Karen Smith Email & Phone Number
Chief Financial Officer @ Jovia Financial Credit Union
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Karen Smith Location
- New York, NY, US
Karen Smith Work
- Advisory Board Member @ (April 2022 - Present)
- Chief Financial Officer @ (April 2021 - Present)
- Board Member and Treasurer @ (January 2020 - December 2023)
- CHIEF FINANCIAL OFFICER @ (February 2020 - December 2020)
- Director and Member of Finance Committee @ (April 2018 - November 2020)
- Director and Member of Finance Committee @ (January 2019 - January 2020)
- CHIEF FINANCIAL OFFICER | VICE PRESIDENT - FINANCE @ (August 2018 - January 2020)
- CHIEF FINANCIAL OFFICER | VICE PRESIDENT - FINANCE @ (January 2013 - January 2018)
- PRESIDENT | CEO @ Portfolio Analysis Systems, LLC (January 2002 - January 2013)
- DIRECTOR - MARKETING | PRODUCT MANAGEMENT @ Financial Oxygen (January 2000 - January 2002)
- INDEPENDENT CONSULTANT @ KAREN ANNE SMITH, CFA (January 1998 - January 2000)
- VICE PRESIDENT - BOND PORTFOLIO SERVICES @ (January 1996 - January 1998)
- ASSISTANT VICE PRESIDENT - PORTFOLIO ANALYTICS @ (January 1991 - January 1996)
- Financial Analyst @ (January 1984 - January 1989)
Karen Smith Education
- Stanford University Graduate School of Business
Masters Business Administration (Finance)
1989-1991 - UC San Diego
Bachelor of Science (Economics)
1980-1984
Karen Smith Skills
- Accounting
- Analysis
- Asset Liability
- Asset Management
- Budgeting
- Business Intelligence
- Business Strategy
- Coaching
- Competitive Analysis
- Cross-functional Team Building
- Customer Relationship Building
- Due Diligence
- Finance
- Financial Reporting
- Financial Services
- Integration
- Leadership
- M&A
- Management
- Management Consulting
- Marketing
- Marketing Strategy
- Organizational Change Management
- Product Development
- Product Management
- Profit Growth
- Profitability
- Program and Product Development
- Revenue
- Risk Management
- Start-ups
- Strategic Planning
- Strategy
- Systems Implementation
- Start Ups
- M&A
- Sales
- Business Development
- Revenue
- Public Speaking
- Cross Functional Team Building
Karen Smith Summary
- Karen Smith, based in New York, NY, US, is currently a Chief Financial Officer at Jovia Financial Credit Union. Karen Smith brings experience from previous roles at Helen Keller Services (HKS), The New York Milk Bank, Municipal Credit Union and Center for Supportive Schools. Karen Smith holds a 1989 - 1991 Masters Business Administration in Finance @ Stanford University Graduate School of Business. With a robust skill set that includes Accounting, Analysis, Asset Liability, Asset Management, Budgeting and more. Karen Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Jovia Financial Credit Union Employees
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Teresa O'Donoghue
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Westbury, NY, US
Robert Zotti
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New York, NY, US
Michele Lascarides
VP Audit Director
Albertson, NY, US
Nina Smith
Chief Operations Officer
New York, NY, US
Sylwester Godlewski
Senior Vice President of Human Resources
New York, NY, US
Teresa O'Donoghue
VP of Compliance and Fraud
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Colin Blydenburgh
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Magdalena Rogowski
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Daniel Ford
Chief Information Security Officer
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