Lea Smith Email & Phone Number
Senior Manager Retirement Plan and ERISA Specialist @ Human Interest
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Lea Smith Location
- Fort Wayne, IN, US
Lea Smith Work
- Senior Manager Retirement Plan and ERISA Specialist @ (January 2025 - Present)
- Manager, Retirement Plan and ERISA Specialist @ (January 2022 - January 2025)
- Retirement Plan and ERISA Specialist @ (November 2020 - January 2022)
- ERISA Consultant @ (October 2017 - November 2020)
- Manager of Account Management @ (August 2015 - May 2017)
- Manager, Compliance Strategy @ (August 2011 - August 2015)
- Manager Compliance Services @ (August 2009 - August 2011)
- Plan Compliance, Subject Matter Expert @ (September 2008 - August 2009)
- Senior Retirement Plan Consultant @ Baden Retirement Plan Services (October 1997 - September 2008)
Lea Smith Education
- Purdue University
Bachelor's degree (Psychology)
1991-1995
Lea Smith Skills
- Insurance
- Financial Services
- Investments
- Business Analysis
- Relationship Management
- Retirement
- Process Improvement
- Strategy
- Pensions
- 401k
- Leadership
- Customer Service
- High Performer
- Personal Development
- ERISA
Lea Smith Summary
- Lea Smith, based in Fort Wayne, IN, US, is currently a Senior Manager Retirement Plan and ERISA Specialist at Human Interest. Lea Smith brings experience from previous roles at Human Interest, Retirement Plan Concepts & Services, Inc. and Lincoln Financial Group. Lea Smith holds a 1991 - 1995 Bachelor's degree in Psychology @ Purdue University. With a robust skill set that includes Insurance, Financial Services, Investments, Business Analysis, Relationship Management and more. Lea Smith has 7 emails and 6 mobile phone numbers on RocketReach.
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