Scott Smith Location
- Chicago, IL, US
Scott Smith Work
- 2019 - now CFO and COO @ Private Family Office
- 2018 - 2019 Director of Finance @
- 2014 - 2017 Controller @
- 2014 - 2014 Senior Accountant @ Pritzker Family Office, L.L.C.
- 2012 - 2014 Tax Accountant @ Driehaus Enterprise Management Inc.
- 2010 - 2012 Staff Accountant @ Driehaus Enterprise Management Inc.
- 2008 - 2010 Portfolio Accountant @
- 2006 - 2006 Intern @
Scott Smith Education
- Cannon Financial Institute
- Indiana University - Kelley School of Business
BS (Finance, Entrepreneurship)
Scott Smith Skills
- Trusts
- 704c Tracking
- Trust Administration
- Charitable Gift Planning
- Tax
- Family Office
- Tax Planning
- CCH ProSystem fx
- Customer Service
- Tax Preparation
- Process Improvement
- Split Interest Trusts
- Accounting
- Account Reconciliation
- ProSystem fx Tax
- Management
- Private Equity
- Estate Planning
- Microsoft Word
- Financial Modeling
- Public Speaking
- Social Media
- Portfolio Management
- Charitable Trusts
- Grantor Trusts
- Financial Analysis
- Cash Management
- Business
- Gift Planning
- Forecasting
- Vendor Management
- Finance
- Business Operations
- Budgeting
- Microsoft Excel
- G Suite
- Human Resources Hr
- Arts Administration
- QuickBooks
- Financial Reporting
- Payroll
- Human Resources
Scott Smith Summary
- Scott Smith, based in Chicago, IL, US, is currently a CFO and COO at Private Family Office. Scott Smith brings experience from previous roles at Private Family Office, Pritzker Family Office, L.L.C. and Driehaus Enterprise Management Inc.. Scott Smith holds a Cannon Financial Institute. With a robust skill set that includes Trusts, 704c Tracking, Trust Administration, Charitable Gift Planning, Tax and more. Scott Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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