Katie Smith Email & Phone Number
Chief Operations Officer @ Alpha Financial Advisors, LLC
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Katie Smith Location
- Charlotte, NC, US
Katie Smith Work
- Chief Operations Officer @ (September 2026 - Present)
- Operations Manager @ (August 2025 - Present)
- Vice President, Supervisory Review and Approval Principal @ (June 2015 - August 2025)
- Team Manager @ (June 2014 - June 2015)
- Client Service Officer @ (October 2009 - June 2014)
- Operations Associate @ (May 2007 - October 2009)
Katie Smith Education
- University of North Florida
Bachelor of Science (Psychology, Biology)
Katie Smith Summary
- Katie Smith, based in Charlotte, NC, US, is currently a Chief Operations Officer at Alpha Financial Advisors, LLC. Katie Smith brings experience from previous roles at Alpha Financial Advisors, LLC and BNY Pershing. Katie Smith holds a Bachelor of Science in Psychology, Biology @ University of North Florida. Katie Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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