Brandon Smith Email and Phone Number
Brandon Smith personal email
- Valid
Credit union advocate and experienced CFO committed to excellence in leadership and finance to promote financial well-being for all.
Meridian Trust Federal Credit Union
View- Website:
- mymeridiantrust.com
- Employees:
- 54
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Chief Financial OfficerMeridian Trust Federal Credit Union Feb 2024 - PresentCheyenne, Wyoming, United StatesResponsible for finance, accounting, risk, compliance, and data analytics. -
Vice President StrategyUniwyo Credit Union Jun 2023 - Jan 2024Responsible for strategy, data analytics and advocacy. -
Interim CeoReliant Federal Credit Union Jan 2023 - Jun 2023Lead Reliant FCU through the merger with UniWyo CU.
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Chief Financial OfficerReliant Federal Credit Union Mar 2009 - Dec 2022Responsibilities:- Provided operational and strategic leadership to ensure the safety and soundness of the credit union, achieve financial performance objectives and ensure the success of direct reports- Chair of the Asset Liability Committee- Security Officer (2009-2019)Impact:- Oversaw a core conversion and drove massive technology improvements including restructuring the department, updating systems and creating redundancy- Built an Asset Liability Management program and an investment portfolio from scratch- Facilitated the strategic planning sessions in 2012 and 2017, helping the Board clearly define the business model and develop new vision, mission and value statements- Drove a number of HR improvements including cost-sharing in the health plan, revamping the review process and the introduction of a 401(k) plan
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Sales AgentCovenant Insurance Group Sep 2007 - Mar 2009Casper, WyResponsibilities:• Provided agent services for the following trusts covering thousands of lives; Wyoming Lodging and Restaurant Association, Wyoming Chambers of Commerce, the Wyoming Credit Union League, and the Wyoming Society of CPAs• Sold and serviced employee benefits to individuals and businessesImpact:• Built strong relationships with business owners and other leaders across the state
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Financial AnalystMelaleuca Aug 2005 - Sep 2007Responsibilities:• Supported multi-million dollar business segments by preparing budgets, building customized tools, and performing analysis to foster growth and increase profitabilityImpact:• Directly impacted strategic decision making through cost-benefit analysis which considered lost revenue, incremental costs, average customer longevity, and forecasted EBIT per customer• Led the development to rebuild a vital product activity database by directing the efforts of several departments and by conducting meetings with the executive management team• Evaluated the products and promotions of Melaleuca’s largest marketing category to ensure financially sound decision making and to measure the impact of those decisions -
International ForecasterMelaleuca Feb 2004 - Aug 2005Responsibilities:• Managed inventory for Taiwan, the company’s largest international market, by mentoring locals, interfacing with multiple departments, preparing forecasts, managing lead times, and scheduling work ordersImpact:• Reduced critical inventory from 81 items to 5 items in less than a year• Nearly eliminated monthly expedited shipments to Taiwan in less than a year. Estimated reduction in cost of that improvement was $10,000 per month.• Cut forecast variances in half the first year• Managed a project in which an estimated $150,000 in scrap cost was avoided
Brandon Smith Skills
Brandon Smith Education Details
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Business Administration, Spanish -
National Credit Union FoundationCredit Union Development Education -
Peregrine Global Services (Mwcua)Chief Executive Institute -
Thrive Strategic Services (Mwcua)Data Transformation Education Series -
Performance Trust Capital PartnersInvestments -
Cu Capital Market SolutionsInvestment Institute -
CnbsInvestment Institute -
Cuna Management School (University Of Wisconsin-Madison)High Honors -
ProfitstarsProfitstar Alm Beyond Basic Training -
CunaFinancial Management School: Part Ii -
ProfitstarsProfitstar Alm Basic Training -
OracleAdvanced Crystal Ball Training
Frequently Asked Questions about Brandon Smith
What company does Brandon Smith work for?
Brandon Smith works for Meridian Trust Federal Credit Union
What is Brandon Smith's role at the current company?
Brandon Smith's current role is Chief Financial Officer at Meridian Trust Federal Credit Union.
What is Brandon Smith's email address?
Brandon Smith's email address is br****@****ail.com
What schools did Brandon Smith attend?
Brandon Smith attended University Of Wyoming, National Credit Union Foundation, Peregrine Global Services (Mwcua), Thrive Strategic Services (Mwcua), Performance Trust Capital Partners, Cu Capital Market Solutions, Cnbs, Cuna Management School (University Of Wisconsin-Madison), Profitstars, Cuna, Profitstars, Oracle.
What are some of Brandon Smith's interests?
Brandon Smith has interest in Music And Literature, Fly Fishing, Social Services, Education, Cross Country Skiing, Peakbagging, Mountain Biking, Fastpacking, The Classics.
What skills is Brandon Smith known for?
Brandon Smith has skills like Leadership, Forecasting, Budgets, Strategic Planning, Management, Financial Analysis, Strategy, Sales, Finance, Accounting, Financial Modeling, Process Improvement.
Who are Brandon Smith's colleagues?
Brandon Smith's colleagues are Elise Archuleta, Garth Shanklin, Mariah Robinson, Ccufc, Bailey Roberts, Michelle Troutner, Debra Nelson, Andria Thomas.
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Brandon Smith
Missoula, Mt
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