Kathleen Smith Email & Phone Number
Senior Vice President of Operations @ LT Trust, A Division of American Trust
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Kathleen Smith Location
- Castle Rock, CO, US
Kathleen Smith Work
- Senior Vice President of Operations @ (February 2013 - Present)
- Vice President - New Business @ Jackson National (August 2009 - October 2012)
- Vice President- Operations @ Jackson National Life Insurance Company (June 2005 - August 2009)
- AVP - Operations @ (March 2003 - August 2005)
- Assistant Vice President @ National Planning Holdings (June 2004 - June 2005)
- Business Analyst and User Acceptance Department @ National Planning Corporation (March 2003 - June 2004)
- Assistant Vice President-Operations @ Curian Clearing (March 2003 - June 2004)
- First Vice President-Brokerage Operations @ Jackson National Life (January 1999 - March 2003)
- Brokerage Operations Manager @ Comerica Securities (January 1998 - January 1999)
- Trader @ First of America Securities (January 1997 - January 1998)
- Brokerage Operations Manager @ SII Investments (January 1995 - January 1997)
- Relationship Supervisor @ First of America Securities (January 1991 - January 1995)
Kathleen Smith Education
- Boston University
Masters of Science (Management)
2008-2010 - Western Michigan University
BBA (Accounting/Finance)
1986-1990
Kathleen Smith Skills
- 401k
- Alternative Investments
- Annuities
- Asset Allocation
- Asset Management
- Banking
- Budgeting
- Budgets
- Business Analysis
- Business Process Improvement
- Call Centers
- Contractual Agreements
- Cross-functional Team Leadership
- Customer Service
- Equities
- Executive Management
- FINRA
- Finance
- Financial Analysis
- Financial Services
- Fixed Annuities
- Human Resources
- Insurance
- Investment Advisory
- Investments
- Leadership
- Management
- Mutual Funds
- Operations Management
- Portfolio Management
- Problem Solving
- Process Improvement
- Project Management
- Relationship Management
- Relius Administration
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 24
- Series 6
- Series 63
- Series 7
- Start-ups
- Strategic Financial Planning
- Strategic Planning
- Trading
- Vendor Management
- Wealth Management
- Operations
- Research
- Marketing
- Sales
- Start Ups
- Cross Functional Team Leadership
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 401k, Alternative Investments, Annuities, Asset Allocation, Asset Management and more. Kathleen Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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