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
- 2022 -now Advisory Board Member @
- 2021 -now Chief Financial Officer @
- 2020 -2023 Board Member and Treasurer @
- 2020 -2020 CHIEF FINANCIAL OFFICER @
- 2018 -2020 Director and Member of Finance Committee @
- 2019 -2020 Director and Member of Finance Committee @
- 2018 -2020 CHIEF FINANCIAL OFFICER | VICE PRESIDENT - FINANCE @
- 2013 -2018 CHIEF FINANCIAL OFFICER | VICE PRESIDENT - FINANCE @
- 2002 -2013 PRESIDENT | CEO @ Portfolio Analysis Systems, LLC
- 2000 -2002 DIRECTOR - MARKETING | PRODUCT MANAGEMENT @ Financial Oxygen
- 1998 -2000 INDEPENDENT CONSULTANT @ KAREN ANNE SMITH, CFA
- 1996 -1998 VICE PRESIDENT - BOND PORTFOLIO SERVICES @
- 1991 -1996 ASSISTANT VICE PRESIDENT - PORTFOLIO ANALYTICS @
- 1984 -1989 Financial Analyst @
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
- Coaching
- Financial Reporting
- Due Diligence
- Business Strategy
- Start Ups
- Integration
- Product Management
- M&A
- Finance
- Sales
- Marketing
- Risk Management
- Asset Liability
- Analysis
- Marketing Strategy
- Leadership
- Business Development
- Strategy
- Revenue
- Public Speaking
- Profitability
- Profit Growth
- Competitive Analysis
- Accounting
- Customer Relationship Building
- Cross Functional Team Building
- Budgeting
- Strategic Planning
- Management
- Product Development
- Systems Implementation
- Management Consulting
- Organizational Change Management
- Financial Services
- Business Intelligence
- Program and Product Development
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 Coaching, Financial Reporting, Due Diligence, Business Strategy, Start Ups and more. Karen Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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