1991 -1995 Relationship Supervisor @ First of America Securities
Kathleen Smith Education
Boston University
Masters of Science (Management)
2008-2010
Western Michigan University
BBA (Accounting/Finance)
1986-1990
Kathleen Smith Skills
Securities
Series 7
Series 24
Series 63
Annuities
Strategic Planning
Customer Service
Operations Management
Budgeting
Problem Solving
Banking
Process Improvement
Contractual Agreements
Fixed Annuities
Budgets
Mutual Funds
Investments
Equities
Retirement
Leadership
Project Management
Financial Services
Insurance
Business Analysis
Vendor Management
Risk Management
Call Centers
Strategic Financial Planning
Asset Management
Finance
Start-ups
Relationship Management
401k
Executive Management
Human Resources
Retirement Planning
FINRA
Portfolio Management
Alternative Investments
Wealth Management
Series 6
Financial Analysis
Asset Allocation
Investment Advisory
Trading
Cross-functional Team Leadership
Management
Operations
Research
Marketing
Sales
Start Ups
Cross Functional Team Leadership
Relius Administration
Kathleen Smith Summary
Kathleen Smith, based in Castle Rock, CO, US, is currently a Senior Vice President of Operations at LT Trust. Kathleen Smith brings 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 has 2 emails and 2 mobile phone numbers on RocketReach.
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