Mitchell Smith Email & Phone Number
President, EPIC Life and Executive Benefits @ EPIC Insurance Brokers & Consultants
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Mitchell Smith Location
- New York, NY, US
Mitchell Smith Work
- 2020 -now President, EPIC Life and Executive Benefits @
- 2020 -now Managing Principal @
- 2018 -now Managing Principal @
- 2015 -now Managing Partner, President, Life and Executive Benefits @
- 2002 -now Founder, Principal @ MKS Advisory & Consulting
- 2010 -2015 Managing Partner @
- 1997 -2010 Co-Founder, Chief Investment Officer and Managing Partner @ Gaines & Smith Financial Group
- 1997 -2008 Earlier Career — Jefferson Pilot,(Lincoln Financial), MetLife (consulting) @
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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