Bruce D Smith, Cfa

Bruce D Smith, Cfa Email and Phone Number

Senior Benefits Consultant, Founder @ PARC Street Group
New York, NY, US
Bruce D Smith, Cfa's Location
New York, New York, United States, United States
Bruce D Smith, Cfa's Contact Details
About Bruce D Smith, Cfa

With over four decades of experience in financial services, I specialize in developing Supplemental Executive Retirement Programs (SERPs) for credit unions, non-profits, and their executives. We pride ourselves on radical responsiveness and exceptional service. Our partners are the most experienced team in the industry allowing us to address the unique needs of each client.I am licensed to sell insurance in all fifty states. California Insurance License # 0I27512.

Bruce D Smith, Cfa's Current Company Details
PARC Street Group

Parc Street Group

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Senior Benefits Consultant, Founder
New York, NY, US
Employees:
18
Bruce D Smith, Cfa Work Experience Details
  • Parc Street Group
    Senior Benefits Consultant, Founder
    Parc Street Group
    New York, Ny, Us
  • Parc Street Partners
    Senior Benefits Consultant, Partner
    Parc Street Partners Oct 2023 - Present
    New York, New York, United States
    PARC Street Partners, an independent financial services company, is committed to helping credit unions and non-profits provide cost-effective benefits plans designed to attract and retain talent. PARC stands for Plan, Attract, Retain, and Compensate. PARC Street Partners offers both types of SERP options available to the non-profit world, Split Dollar plans as well as 457(f) plans. In addition, we provide educational webinars to the credit union industry.When seasoned experience meets radical service, everyone benefits!
  • Om Financial Group
    Senior Benefit Consultant, Partner
    Om Financial Group Mar 2013 - Oct 2023
    Greater New York City Area
    Specialists in Credit Union & Nonprofit Executive CompensationOM Financial is an independent, multifaceted financial services company, specializing in helping credit unions and nonprofits offer competitive, cost-effective employee benefit programs.OM Financial has designed and successfully implemented hundreds of benefit-related programs at credit unions and nonprofits around the country. When you work with OM Financial, you gain access to financial professionals with extensive credit union experience and financial services expertise.We are prepared to provide your credit union or nonprofit with innovative employee benefit solutions. Depending on your goals, we can help you:• Cost-effectively offer a highly competitive employee benefits package• Increase your investment earning potential• Generate substantial retirement income for executivesAt OM Financial, we believe a personal, face-to-face approach is the best way to serve our clients. That is the only way, we feel, to build long-lasting, mutually beneficial relationships. We realize that every organization is different and requires customized solutions. That’s why we promise to work closely with you to develop programs that match your unique needs and objectives. We know how important it is for you to provide your employees with superior benefits. We also know how challenging it can be to fund those benefits. We are committed to providing you with the dedicated service and financial expertise necessary to help you help your employees enjoy long-term financial security. With OM Financial on your side, you gain a partner with years of insurance and retirement funding experience. We are dedicated to helping your organization grow stronger and more profitable.
  • Answers.Com
    Chief Strategic Officer
    Answers.Com Jul 2005 - Jun 2011
    Served in high-profile leadership position as #2 operating executive charged with analyzing business for growth opportunities and develop strategic and business partnerships. Continuously examined company to rate customer satisfaction, identify areas for investment, and analyze competitors. Maintained extensive knowledge of all aspects of company, finance, business, product, and personnel and influenced all decisions to drive financial success. Led Community Development Team and managed 20 direct reports. Worked with Engineering and Product Management to drive enhancements to the Website. Managed display advertising, spearheaded new placement designs, drove new monetization opportunities, and collaborated with team on Google AdSense. • Devised key content acquisition strategy and boosted company revenue by identifying relationship between the amount of content published online and site traffic.• Played integral role in growing Answers.com revenue and profitability (2010 EBITDA margins of 31%); contributed to increase in revenue from $200K in 2005 to more than $21M in 2010.• Spearheaded the purchase of WikiAnswers, the leading community-generated social knowledge Q&A platform, leveraging wiki-based technologies; WikiAnswers produced overwhelming majority of Answers.com value, growing from less than 1M unique monthly visitors in 2006 to nearly 100M in 2011 • Pioneered the internal Community Development team that managed relationships with all external volunteers who created content for the site; grew team from three to 20 people within three years, leading team to drive the growth of "volunteer supervisors" from about 25 in 2006 to more than 1,000, leading it to be one of the largest external communities of its type on the Internet. • Established and maintained strong relationships with public investors; Key Private Investor: Redpoint Ventures• Answers.com was sold to Announce Media, a Summit Partners portfolio company, for $127 million in April 2011.
  • Archery Capital
    Managing Director
    Archery Capital Jul 1999 - May 2005
    Recruited to serve as key partner responsible for management of $50M Venture Capital Fund. Support growth of the fund by identifying potential investment candidates. Invested in technology and Internet related startup companies at multiple stages, including OpenTable (OPEN). Served on the Board of Directors of multiple portfolio companies as well as Chairman. Served as interim CEO for one Portfolio Company.
  • Jefferies & Company
    Senior Internet Analyst - Sell Side
    Jefferies & Company Jun 1998 - Jul 1999
    Managed the Internet Software and Services area. Produced industry research and independent company reports. Maintained extensive contact with public and private companies including Network Associates, @Home, Yahoo!, Excite, Infoseek, Lycos, and Worldgate. Demonstrated superb analytical capabilities.Appeared on 60 Minutes, was a frequent guest on CNBC and CNN, and was widely quoted in the Wall Street Journal and The New York Times.
  • Merrill Lynch
    Internet Analyst - Sell Side
    Merrill Lynch Nov 1995 - Mar 1998
    Produced industry research on Internet Software and Services sector. Established lasting relationships with key public and private companies. Maintained active involvement in the IPO of PSINet, Infoseek, @Home, and Excite. Secured strong relationship with Infoseek that resulted in advisory role for Merrill in subsequent merger with Walt Disney.
  • Morgan Stanley Investment Management
    Security Anlalyst - Buy Side
    Morgan Stanley Investment Management Apr 1994 - Oct 1995
  • Ibj Schroder Bank & Trust
    Security Anlalyst - Buy Side
    Ibj Schroder Bank & Trust Jun 1993 - Mar 1994
  • Bellmore Asset Management
    Principal
    Bellmore Asset Management May 1992 - May 1993
  • Shufro, Rose & Co., Llc
    Security Analyst/Portfolio Manager
    Shufro, Rose & Co., Llc Jun 1981 - Apr 1992

Bruce D Smith, Cfa Skills

Start Ups Strategy Mergers And Acquisitions Digital Media Online Advertising Management Business Strategy Executive Management Product Management Leadership Strategic Partnerships Strategic Planning Mergers Finance Venture Capital Financial Analysis Corporate Development Seo New Business Development Financial Planning M&a Experience Marketing Retirement Planning Community Management User Generated Content Investor Relations Analysis Content Strategy Financial Forecasting Estate Planning Entrepreneurship Analytics E Commerce Security Analysis High Net Worth Individuals Life Insurance Web Analytics Social Media Monetization Enterprise Software Strategic Financial Planning Business Development Mentoring Strategic Analysis Online Video Strategy Personal Financial Planning Disability Insurance

Frequently Asked Questions about Bruce D Smith, Cfa

What company does Bruce D Smith, Cfa work for?

Bruce D Smith, Cfa works for Parc Street Group

What is Bruce D Smith, Cfa's role at the current company?

Bruce D Smith, Cfa's current role is Senior Benefits Consultant, Founder.

What is Bruce D Smith, Cfa's email address?

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What is Bruce D Smith, Cfa's direct phone number?

Bruce D Smith, Cfa's direct phone number is +151663*****

What skills is Bruce D Smith, Cfa known for?

Bruce D Smith, Cfa has skills like Start Ups, Strategy, Mergers And Acquisitions, Digital Media, Online Advertising, Management, Business Strategy, Executive Management, Product Management, Leadership, Strategic Partnerships, Strategic Planning.

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