Chief Financial Officer
Current
Jul 2022 - Present
AeroLeads people directory · profile
Brian Smith Email & Phone Number
Chief Financial Officer
at
Eremid Genomic Services
1 work email found
@eremid.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer
Location
Tryon, North Carolina, United States
Who is Brian Smith? Overview
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Quick answer
Brian Smith is listed as Chief Financial Officer at Eremid Genomic Services, based in Tryon, North Carolina, United States. AeroLeads shows a work email signal at eremid.com and a matched LinkedIn profile for Brian Smith.
Brian Smith previously worked as Founder at Cloudcfo, Llc and Chief Financial Officer at Snp Therapeutics. Brian Smith holds B.S., Finance from University Of South Carolina Darla Moore School Of Business.
Company email context
Email format at Eremid Genomic Services
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{first_initial}{last}@eremid.com
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AeroLeads found 1 current-domain work email signal for Brian Smith. Compare company email patterns before reaching out.
Profile bio
About Brian Smith
Accomplished Wealth Management Leader with a proven track-record in Compliance for Registered Investment Advisors and Broker Dealers. Experience in all other areas of wealth management including accounting and financial statement reporting, operations, trading, project management, supervision, and sales. Series 7, 9, 10, 24, 27, 63, 65 & 82 Licensed.
Listed skills include Investments, Portfolio Management, Mergers, Series 24, and 10 others.
Current workplace
Brian Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
18 roles
Brian Smith work experience
A career timeline built from the work history available for this profile.
Founder
Cloudcfo, Llc
Outsourced Chief Financial Officer.
Chief Financial Officer
Snp Therapeutics
Chief Compliance Officer
Greerwalker Wealth
Responsible for overseeing the compliance program for the firm. Develop and administer Policies and Procedures which are designed to prevent violations of the federal securities laws. Using a risk-based approach, conduct ongoing reviews and surveillance to evaluate and test for compliance with the Policies and Procedures and maintain a Calendar evidencing these reviews. Revise and file as needed the ADV parts 1, 2A, 2B, Form CRS, and submit the Annual Updating Amendment. Update the Firm’s Code of Ethics, including oversight of employee personal trading. Serve as the primary contact for coordinating regulatory inquiries and examinations. Provide compliance training to new employees and coordinate periodic training to all employees. Conduct due diligence on all new prospective vendors and ongoing due diligence on all current vendors. Prepare and submit an Annual Compliance Program Review for the firm to report on the adequacy and effectiveness of the Program, including suggestions for improvement, to the Executive Committee. Perform internet searches on supervised persons to search for unreported outside business activities. Coordinate review of all marketing material and communications, including email surveillance, to ensure consistency with applicable regulations.
Oct 2020 - Jul 2022
Finance & Analytics
Oct 2019 - Jun 2020
Chief Financial Officer
Bright Path Pharmaceuticals, Llc
Dec 2017 - May 2020
Chief Financial Officer
Coddle Creek Capital, Llc
Oct 2018 - Apr 2020
Chief Financial Officer
Cavendish Capital Markets
Nov 2018 - Jul 2019
Supervisory Principal
Responsible for supervising fifty-six advisers and nineteen field OSJ’s.
Jun 2015 - Sep 2017
Founder
Turnkeycfo, Llc
During this time, we provided accounting consulting to over forty different companies and, in many cases, acted as the firms' entire accounting department, controller, or CFO. (Sold the firm in January 2012)
Apr 2008 - Jan 2012
Nov 2008 - Sep 2009
Controller
Open Finance Network
Jun 2008 - Nov 2008
Cfo / Finop / Partner / 401(K) Plan Trustee
Triune Capital Advisors, Llc
Apr 2005 - Sep 2007
Client Manager
Buckhorn Capital Management, Llc
Jul 2004 - Mar 2005
Director Of Administration & Quality Control
Phoenixbay, Llc
Jan 2002 - Jan 2004
Enterprise Project Manager
Adviceframeworks, Inc.
Jun 2000 - Oct 2001
Advisory Services Operations & Compliance Manager
Teamvest, Inc.
Sep 1998 - Jun 2000
Conversion Administrator
Apr 1996 - Sep 1998
2 education records
Brian Smith education
B.S., Finance
University Of South Carolina Darla Moore School Of Business
Aerospace Engineering
Georgia Institue Of Technology
FAQ
Frequently asked questions about Brian Smith
Quick answers generated from the profile data available on this page.
What company does Brian Smith work for?
Brian Smith works for Eremid Genomic Services.
What is Brian Smith's role at Eremid Genomic Services?
Brian Smith is listed as Chief Financial Officer at Eremid Genomic Services.
What is Brian Smith's email address?
AeroLeads has found 1 work email signal at @eremid.com for Brian Smith at Eremid Genomic Services.
Where is Brian Smith based?
Brian Smith is based in Tryon, North Carolina, United States while working with Eremid Genomic Services.
What companies has Brian Smith worked for?
Brian Smith has worked for Eremid Genomic Services, Cloudcfo, Llc, Snp Therapeutics, Greerwalker Wealth, and Orion Growth.
How can I contact Brian Smith?
You can use AeroLeads to view verified contact signals for Brian Smith at Eremid Genomic Services, including work email, phone, and LinkedIn data when available.
What schools did Brian Smith attend?
Brian Smith holds B.S., Finance from University Of South Carolina Darla Moore School Of Business.
What skills is Brian Smith known for?
Brian Smith is listed with skills including Investments, Portfolio Management, Mergers, Series 24, Securities, Mutual Funds, Asset Managment, and Valuation.
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