Susan Smith Email & Phone Number
Regional Vice President - Central @ Avantax
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Susan Smith Location
- Texas, United States
Susan Smith Work
- 2025 -now Regional Vice President - Central @
- 2022 -now Regional Director - Great Lakes @
- 2021 -2022 Wealth Management Growth Consultant @
- 2020 -2021 Marketing Consultant, Advisor Retention @
- 2019 -2020 Relationship Manager - Midwest Region @
- 2019 -2020 Relationship Manager @
- 2017 -2018 Business Process Consultant @
- 2011 -2017 Program Manager, Advisor Recruiting @
- 2006 -2011 Manager, Marketing Events and Media @
- 2000 -2006 Senior Project Manager @
- 1997 -1999 Advertising Manager @ Madix Store Fixtures
Susan Smith Education
- The American College of Financial Services
(Finance, General)
2018-2019 - The University of Texas at Arlington
Completed Project Management Certificate Program 2005 (Project Management)
2004-2005 - The University of Texas at Arlington
Bachelor's Degree (Communications)
1987-1991 - Liberty University
Bachelor of Arts (B.A.) (Communication, General)
1988-1989
Susan Smith Skills
- FInancial Planning Technology
- Training Delivery
- Program Management
- Recruiting
- Social Media Strategist
- Recruitment Advertising
- Brand Development
- Event Management
- Social Media Marketing
- Marketing Strategy
- Business Process Improvement
- Client Relations Skills
- Marketing Event Planning
- Market Research
- Strategic Planning
- Coaching
- Social Recruiting
- Corporate Events
- Trade Show Strategy
- Meeting Planning
- Leadership
- Advertising
- Management
- Sales
- Business Analysis
Susan Smith Summary
- Susan Smith, based in Texas, United States, is currently a Regional Vice President - Central at Avantax. Susan Smith brings experience from previous roles at Avantax Wealth Management®, Avantax Wealth Management℠ and HD Vest Financial Services. Susan Smith holds a 2018 - 2019 The American College of Financial Services. With a robust skill set that includes FInancial Planning Technology, Training Delivery, Program Management, Recruiting, Social Media Strategist and more. Susan Smith has 2 emails and 8 mobile phone numbers on RocketReach.
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