Executive Vice President
Current
Aug 2011 - Present
AeroLeads people directory · profile
Allen Smith Email & Phone Number
Executive Vice President at First Bank
at
First Bank (FBNC)
1 work email found
@localfirstbank.com
2 phones found area 989
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Vice President at First Bank
Location
Durham, North Carolina, United States
Company size
Who is Allen Smith? Overview
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Quick answer
Allen Smith is listed as Executive Vice President at First Bank at First Bank (FBNC), a with 626 employees, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at localfirstbank.com, phone signal with area code 989, and a matched LinkedIn profile for Allen Smith.
Allen Smith previously worked as Executive Vice President at First Bank (Fbnc) and Executive Vice President at Sorrento Pacific Financial, Llc. Allen Smith studied at Wake Forest University.
Company email context
Email format at First Bank (FBNC)
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{first_initial}{last}@localfirstbank.com
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AeroLeads found 1 current-domain work email signal for Allen Smith. Compare company email patterns before reaching out.
Profile bio
About Allen Smith
Highly developed wealth management leadership skills at the executive level, emphasizing growth strategies, staff management, sales leadership and new product introduction. Extensive background in the area of fee-based asset management for Trust, Private Banking, and Brokerage. Experience delivering to the Retail and Institutional Markets. Demonstrated success in Business to Business Sales and Relationship Management. Founder of First Citizens Investor Services, a full service broker dealer. Specific areas of expertise include: Earnings Growth• Sales Productivity• Asset Accumulation• Fee Production• Capital Investment• Process Design Staff Management• Recruiting/Retention• Sales Management• Training & Development• Team Building• Leadership Development• EntrepreneurshipProduct Management• Investments and Insurance
Listed skills include Wealth Management, Investments, Strategic Financial Planning, Investment Advisory, and 20 others.
Current workplace
Allen Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
First Bank (Fbnc)
5 roles · 39 years
Allen Smith work experience
A career timeline built from the work history available for this profile.
Executive Vice President
Aug 2009 - Sep 2011
Svp, Regional Manager
Provide strategic perspective to formulate National Financial’s strategy, priorities and initiatives. Understand and provide cross-functional team leadership of the Fidelity enterprise relationships with critical clients. Track regional results against expectations and benchmarks with overall budget responsibility.Strategic partner with internal legal teams on complex contract negotiations.Strong understanding of compliance issues and risk controls.Track record of recruiting new clients to the company and increased sales to existing relationships.
Nov 2007 - Aug 2009
Director
Allegacy Investment Group
Developed new policies and procedures including modification of compensation plans.Instituted a robust Client Retention/Satisfaction Strategy.Refined product and service offerings to insure appropriate risk controls and compliance.Developed financial reporting package for Executive Management and Board Communications.Provided strategic planning for Wealth Management and designed a Registered Investment Advisory and Trust strategy.
2006 - 2007
~1 yr
Evp, Wealth Management
Managed all aspects of Wealth Management including Private Banking, Brokerage, Trust, Life Insurance, Retirement Plan Services, Financial Planning, Capital Management, Business Valuation and Transaction Advisory. First Citizens Investor Services, Inc, Founder, Chairman, CEO and President, 1993 - 2005.
1988 - 2005
~17 yrs
Team & coworkers
Colleagues at First Bank (FBNC)
Other employees you can reach at localfirstbank.com. View company contacts for 626 employees →
SB
Sara Barrier
Colleague at First Bank (Fbnc)Greater Asheville, United States
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DM
Dean Martin
Colleague at First Bank (Fbnc)Locust, North Carolina, United States
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TM
Todd Murray
Colleague at First Bank (Fbnc)Blacksburg, Virginia, United States
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DM
Dianne Mcrainey
Colleague at First Bank (Fbnc)Shallotte, North Carolina, United States
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TY
Tiffany Yates
Colleague at First Bank (Fbnc)Concord, North Carolina, United States
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PK
Pamela Kozlik
Colleague at First Bank (Fbnc)Holly Springs, North Carolina, United States
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DN
Donnie Norris
Colleague at First Bank (Fbnc)Wilmington, North Carolina, United States
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AH
Abigail Harms
Colleague at First Bank (Fbnc)Wilmington, North Carolina, United States
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WV
Whaley Verda
Colleague at First Bank (Fbnc)Kenansville, North Carolina, United States
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JT
Justin Thomas
Colleague at First Bank (Fbnc)Greensboro, North Carolina, United States
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Sara Barrier
Colleague at First Bank (Fbnc)Greater Asheville, United States
View →
DM
Dean Martin
Colleague at First Bank (Fbnc)Locust, North Carolina, United States
View →
TM
Todd Murray
Colleague at First Bank (Fbnc)Blacksburg, Virginia, United States
View →
DM
Dianne Mcrainey
Colleague at First Bank (Fbnc)Shallotte, North Carolina, United States
View →
TY
Tiffany Yates
Colleague at First Bank (Fbnc)Concord, North Carolina, United States
View →
PK
Pamela Kozlik
Colleague at First Bank (Fbnc)Holly Springs, North Carolina, United States
View →
DN
Donnie Norris
Colleague at First Bank (Fbnc)Wilmington, North Carolina, United States
View →
AH
Abigail Harms
Colleague at First Bank (Fbnc)Wilmington, North Carolina, United States
View →
WV
Whaley Verda
Colleague at First Bank (Fbnc)Kenansville, North Carolina, United States
View →
JT
Justin Thomas
Colleague at First Bank (Fbnc)Greensboro, North Carolina, United States
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1 education record
Allen Smith education
FAQ
Frequently asked questions about Allen Smith
Quick answers generated from the profile data available on this page.
What company does Allen Smith work for?
Allen Smith works for First Bank (FBNC).
What is Allen Smith's role at First Bank (FBNC)?
Allen Smith is listed as Executive Vice President at First Bank at First Bank (FBNC).
What is Allen Smith's email address?
AeroLeads has found 1 work email signal at @localfirstbank.com for Allen Smith at First Bank (FBNC).
What is Allen Smith's phone number?
AeroLeads has found 2 phone signal(s) with area code 989 for Allen Smith at First Bank (FBNC).
Where is Allen Smith based?
Allen Smith is based in Durham, North Carolina, United States while working with First Bank (FBNC).
What companies has Allen Smith worked for?
Allen Smith has worked for First Bank (Fbnc), Sorrento Pacific Financial, Llc, National Financial, A Fidelity Investments Company, Allegacy Investment Group, and First Citizens Bank.
Who are Allen Smith's colleagues at First Bank (FBNC)?
Allen Smith's colleagues at First Bank (FBNC) include Sara Barrier, Dean Martin, Todd Murray, Dianne Mcrainey, and Tiffany Yates.
How can I contact Allen Smith?
You can use AeroLeads to view verified contact signals for Allen Smith at First Bank (FBNC), including work email, phone, and LinkedIn data when available.
What schools did Allen Smith attend?
Allen Smith studied at Wake Forest University.
What skills is Allen Smith known for?
Allen Smith is listed with skills including Wealth Management, Investments, Strategic Financial Planning, Investment Advisory, Series 7, Mutual Funds, Relationship Management, and Risk Management.
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