Co-Founder, Chief Investment Officer and Managing Partner @ Gaines & Smith Financial Group (March 1997 - January 2010)
Earlier Career — Jefferson Pilot,(Lincoln Financial), MetLife (consulting) @ (January 1997 - April 2008)
Mitchell Smith Education
West Chester University of Pennsylvania 1989-1992
Mitchell Smith Skills
Wealth
Private Equity
Strategic Planning
Disability Insurance
Finance
Executive Benefit Strategies
Retirement
Insurance
Business Planning
Marketing Strategy
Life Insurance
Fixed Annuities
Employee Benefits
Investments
Retirement Planning
Estate Planning
New Business Development
Strategic Financial Planning
Wealth Management
Financial Planning
Financial Advisory
Team Building
Public Speaking
Annuities
Business Development
Negotiation
Mentoring
Team Leadership
401k
Financial Services
Sales Management
Management Consulting
Asset Management
Leadership Development
Customer Service
Long Term Care
Long Term Care Insurance
Succession Planning
Budgets
Small Business
Management
Business Strategy
Product Development
Coaching
Marketing Communications
Insurance Planning
Problem Solving
Mergers and Acquisitions
Mitchell Smith Summary
Mitchell Smith, based in New York, NY, US, is currently a President, EPIC Life and Executive Benefits at EPIC Insurance Brokers & Consultants. Mitchell Smith brings experience from previous roles at EPIC Insurance Brokers & Consultants, Vanbridge, an EPIC company and MKS Advisory & Consulting. Mitchell Smith holds a 1989 - 1992 West Chester University of Pennsylvania. With a robust skill set that includes Wealth, Private Equity, Strategic Planning, Disability Insurance, Finance and more. Mitchell Smith has 3 emails on RocketReach.
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