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Alan Smith Email & Phone Number

Sales Executive | FinTech | Capital Markets | SaaS | Custody | Client Management at Equity Shift
Location: Charlotte Metro, United States 8 work roles 2 schools
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Current company
Equity Shift
Role
Sales Executive | FinTech | Capital Markets | SaaS | Custody | Client Management
Location
Charlotte Metro, United States

Who is Alan Smith? Overview

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Quick answer

Alan Smith is listed as Sales Executive | FinTech | Capital Markets | SaaS | Custody | Client Management at Equity Shift, based in Charlotte Metro, United States. AeroLeads shows a matched LinkedIn profile for Alan Smith.

Alan Smith previously worked as VP of Sales at Equity Shift and Consultant - FinTech and Financial Services at Guidepoint | Advintro | Unitzxchange | Lightship Consulting. Alan Smith holds Ba, Business/Political Science from University Of South Carolina.

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Equity Shift

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Profile bio

About Alan Smith

Results-driven financial services executive with a successful track record of leading sales, product development, and business retention efforts in the financial services, fintech, and retirement space by leveraging sound judgment and industry experience. A reputation for thriving in challenging, fast-paced environments due to a versatile skill set that adapts to evolving industry trends. An exceptional motivator with demonstrated success mentoring employees and working with geographically dispersed teams to reach a company’s vision and capture profitable markets.

Current workplace

Alan Smith's current company

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Equity Shift
Equity Shift
Sales Executive | FinTech | Capital Markets | SaaS | Custody | Client Management
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8 roles

Alan Smith work experience

A career timeline built from the work history available for this profile.

Vp Of Sales

Current
Equity Shift

Raleigh, North Carolina, Us

Democratizing capital markets: We’re experienced operators on a mission to digitize and improve the lives of participants in the private equity ecosystem. We bring together 100+ years of experience with fundraising, corporate transactions, technology development, securities law, and company operations from launch to IPO and beyond.Equity Shift is licensed broker-dealer regulated by FINRA, and operates an Alternative Trading System (ATS) regulated by the SEC. Our patented use of immutable ledger (a.k.a. blockchain) technology not only improves the fidelity of corporate data, but it also provides a standard of interoperability between private issuers and the ecosystem at-large.

Jan 2023 - Present

Consultant - Fintech And Financial Services

Guidepoint | Advintro | Unitzxchange | Lightship Consulting
Mar 2020 - Jan 2023

Vice President, Institutional Sales (Regional Southeast Director) And National Retirement Consultant

Folio Institutional

Mclean, Va, Us

Institutional sales: Full life-cycle fintech sales of custody and proprietary trading platform, including customized digital advice platforms, to Registered Investment Advisors (RIAs), Broker-Dealers, Credit Unions, Recordkeepers, TPAs, and Plans Sponsors. Established credibility and sustainable new business for Folio’s custody platform across 450+ buy/sell-side institutions. Launched Folio’s “Open-Architecture” defined contribution solution to RIAs, broker-dealers, sponsors, portfolio managers, and recordkeepers; enabling Folio to compete in a multi-trillion-dollar industry.

Jul 2007 - Sep 2019

Director Of Institutional Sales

Broadview Trading
Oct 2006 - Mar 2007

Vice President - Senior Corporate Relationship Manager, Institutional Brokerage Services

Bank Of Montreal, Harrisdirect (Formerly Csfbdirect)
Jul 2000 - Jul 2006

Senior Compliance Analyst

Credit Suisse First Boston, Csfbdirect (Formerly Dljdirect)
Jun 1998 - Jul 2000
2 education records

Alan Smith education

Ba, Business/Political Science

University Of South Carolina

Education record

New Milford High School
FAQ

Frequently asked questions about Alan Smith

Quick answers generated from the profile data available on this page.

What company does Alan Smith work for?

Alan Smith works for Equity Shift.

What is Alan Smith's role at Equity Shift?

Alan Smith is listed as Sales Executive | FinTech | Capital Markets | SaaS | Custody | Client Management at Equity Shift.

Where is Alan Smith based?

Alan Smith is based in Charlotte Metro, United States while working with Equity Shift.

What companies has Alan Smith worked for?

Alan Smith has worked for Equity Shift, Guidepoint | Advintro | Unitzxchange | Lightship Consulting, Folio Institutional, Broadview Trading, and Bank Of Montreal, Harrisdirect (Formerly Csfbdirect).

How can I contact Alan Smith?

You can use AeroLeads to view verified contact signals for Alan Smith at Equity Shift, including work email, phone, and LinkedIn data when available.

What schools did Alan Smith attend?

Alan Smith holds Ba, Business/Political Science from University Of South Carolina.

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