Lowell Smith Email & Phone Number
Chief Compliance Officer @ IRALOGIX
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Lowell Smith Location
- Pittsburgh, PA, US
Lowell Smith Work
- Chief Compliance Officer @ (August 2020 - Present)
- Chief Operating Officer @ (August 2016 - August 2020)
- President @ (April 2015 - December 2017)
- President @ InspiraFS, Inc. (November 2007 - April 2015)
- President @ Worldwide Employee Benefits Network (July 2004 - June 2006)
- Director of Research @ Access Data (June 2003 - November 2007)
- President @ Service Provider Solutions (September 2001 - November 2007)
- Managing Director of Strategic Planning @ Invesmart (July 1999 - October 2001)
- Director of Operations Consulting for UPI @ Ascensus (October 1997 - July 1999)
- President @ Retirement Benefits Plus (February 1996 - October 1997)
- Director of Compliance and Daily Recordkeeping @ MMC&P (May 1992 - November 1995)
- Senior Investigator @ (July 1983 - May 1992)
Lowell Smith Education
- Penn State University
MPA (Public Administration)
1982-1983 - Catawba College
BA (Political Science with Minors in Business Administration and Public Administration)
1977-1981 - North Allegheny High School 1973-1977
Lowell Smith Skills
- IRAs
- 401k Rollovers
- Simple IRA
- Roth IRA
- SEP IRA
- Product Development
- Product Planning
- Product Strategies
- Market Needs Analysis
- Strategic Vision
- Fiduciary Services
- Strategic Planning
- Retirement
- Mutual Funds
- Retirement Planning
- Investments
- 401k
- Employee Benefits
- Asset Managment
- Defined Benefit
- Estate Planning
- Financial Services
- Pensions
- Strategy
- Investment Advisory
- Personal Finance
- Asset Allocation
- Portfolio Management
- Asset Management
- Series 63
- Entrepreneurship
- Life Insurance
- Wealth Management
- Series 7
- Fixed Annuities
- Investment Strategies
- Financial Advisory
- Investment Management
- Series 6
- Securities
- Securities Regulation
- 401(k) Retirement Savings Plans
- Pension Funds
- Business Development
- 401k Retirement Savings Plans
- Customer Service
- 401 Retirement Savings Plans
Lowell Smith Summary
- Lowell Smith, based in Pittsburgh, PA, US, is currently a Chief Compliance Officer at iraLogix. Lowell Smith brings experience from previous roles at iraLogix, Service Provider Solutions, LLC, InspiraFS, Inc. and Worldwide Employee Benefits Network. Lowell Smith holds a 1982 - 1983 MPA in Public Administration @ Penn State University. With a robust skill set that includes IRAs, 401k Rollovers, Simple IRA, Roth IRA, SEP IRA and more. Lowell Smith has 2 emails and 4 mobile phone numbers on RocketReach.
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