Kathleen Smith Email & Phone Number
Senior Vice President of Operations @ LT Trust, A Division of American Trust
Kathleen Smith's Location
Castle Rock, CO, US
Kathleen Smith's Work
- Senior Vice President of Operations @ LT Trust, A Division of American Trust
- Vice President - New Business @ Jackson National
- Vice President- Operations @ Jackson National Life Insurance Company
- AVP - Operations @ Curian Capital
- Assistant Vice President @ National Planning Holdings (NPH)
- Business Analyst and User Acceptance Department @ National Planning Corporation
- Assistant Vice President-Operations @ Curian Clearing
- First Vice President-Brokerage Operations @ Jackson National Life
- Brokerage Operations Manager @ Comerica Securities Inc
- Trader @ First of America Securities
Kathleen Smith's Education
- Boston University
Masters of Science (Management)
2008 - 2010 - Western Michigan University
BBA (Accounting/Finance)
1986 - 1990
Kathleen Smith's Skills
- Securities
- Series 7
- Series 24
- Series 63
- Annuities
- Strategic Planning
- Customer Service
- Operations Management
- Budgeting
- Problem Solving
Kathleen Smith's Summary
Kathleen Smith, based in Castle Rock, CO, US, is currently a Senior Vice President of Operations at LT Trust, bringing experience from previous roles at Jackson National, Jackson National Life Insurance Company, Curian Capital and National Planning Holdings. Kathleen Smith holds a 2008 - 2010 Masters of Science in Management @ Boston University. With a robust skill set that includes Securities, Series 7, Series 24, Series 63, Annuities and more, Kathleen Smith contributes valuable insights to the industry.
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