Marc Smith Email & Phone Number
President @ I. M. Financial
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Marc Smith Location
- New City, NY, US
Marc Smith Work
- 2011 - now President @
- 2007 - 2011 Financial Professional @ Northeast Planning Corporation
Marc Smith Education
- New Paltz
Bachelor of Science in Business
- SUNY New Paltz
Bachelor of Science (Business)
Marc Smith Skills
- Wealth Accumulation
- Leadership
- Business Development
- Investments
- Small Business
- Buy Sell Agreements
- Management
- Long Term Care
- Life Insurance
- Mutual Funds
- Wealth
- 401k
- Insurance
- Accounting
- Long Term Care Insurance
- Disability Insurance
- Retirement
- Estate Planning
- Retirement Planning
- Fixed Annuities
- Financial Planners
- Strategic Financial Planning
- Series 63
- Microsoft Excel
- Strategic Financial
Marc Smith Summary
- Marc Smith, based in New City, NY, US, is currently a President at I. M. Financial. Marc Smith brings experience from previous roles at Northeast Planning Corporation. Marc Smith holds a Bachelor of Science in Business @ New Paltz. With a robust skill set that includes Wealth Accumulation, Leadership, Business Development, Investments, Small Business and more. Marc Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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