Bryan Smith

Bryan Smith Email and Phone Number

Chief Technology Officer @ Pathworks Financial
Detroit, MI, US
Bryan Smith's Location
Detroit Metropolitan Area, United States
Bryan Smith's Contact Details
About Bryan Smith

With a robust background at Pathworks Financial, my work centers on providing tailored asset management services and financial planning advice. Collaborating with clients to understand their unique financial goals, time horizons, and risk tolerances has allowed us to craft personalized investment strategies that truly resonate with their aspirations.As Chairman of the Novi Chamber of Commerce, leadership and strategic planning are at the core of my competencies. We're dedicated to fostering business community growth, leveraging key account management and team-building skills to unite stakeholders towards shared economic achievements.

Bryan Smith's Current Company Details
Pathworks Financial

Pathworks Financial

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Chief Technology Officer
Detroit, MI, US
Website:
pathworkfinancial.com
Employees:
5
Bryan Smith Work Experience Details
  • Pathworks Financial
    Chief Technology Officer
    Pathworks Financial
    Detroit, Mi, Us
    View
  • Pathworks Financial
    Investment Advisor Representative
    Pathworks Financial Jan 2013 - Present
    Novi, Michigan
    Pathworks Financial, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence and peace of mind. At Pathworks Financial, we are proud to continue the tradition of providing quality financial and retirement planning advice to our clients, a tradition that started with my grand father over 50 years ago.
    View
  • Pathworks Financial
    Chief Technology Officer
    Pathworks Financial Aug 2021 - Present
    Novi, Michigan, United States
    Discover Pathworks. Gain independence and maximize your time.
    View
  • Novi Chamber Of Commerce
    Chairman - Board Of Directors
    Novi Chamber Of Commerce Jan 2022 - Present
    View
  • Novi Chamber Of Commerce
    Treasurer - Board Of Directors
    Novi Chamber Of Commerce Jan 2021 - Dec 2021
    Novi, Michigan, United States
    View
  • Center Street Realty, Llc
    Realtor/Brokerage Owner
    Center Street Realty, Llc Jul 2015 - Present
    Novi, Mi
  • Lipari Foods
    Sales Representative
    Lipari Foods Jan 2008 - Apr 2013
    Warren, Mi
    •​Work to increase sales by building relationship with our customer base•​Target new customers through prospecting, cold calling, and sales meetings with Bakery and Deli Managers in my territory•​Assisted other account managers by increasing their knowledge of our products
    View
  • Coldwell Banker Schweitzer
    Real Estate Agent
    Coldwell Banker Schweitzer 2006 - 2007
    Metro Detroit
    - Worked with Buyers and Sellers- Cold Calling
  • Alcos, Inc
    Financial Services Internship/Sales Assistant
    Alcos, Inc 2005 - 2006
    Worked with 401(k) Plan Participants during open EnrollmentsDrafted Retirement Plan DocumentsAutomated the Scanning and Filing process for the divisionTraveled with sales team to gain knowledge of current clients and how to prospect future clientsAssisted the financial service sales team with day to day administration

Bryan Smith Skills

Sales Sales Operations Leadership Customer Service Sales Management Management Retail Marketing Cold Calling Microsoft Office Team Leadership Inventory Management Account Management New Business Development Team Building Customer Retention Pricing Forecasting Product Development Customer Satisfaction Marketing Strategy Negotiation Microsoft Excel Key Account Development Merchandising Teamwork Purchasing Budgets Business Planning Powerpoint Real Estate Business Strategy Business Development Key Account Management Food Selling B2b Life Insurance Mobile Communications Contract Negotiation Outlook Grocery Microsoft Word Direct Sales Sales Presentations Training Distributors Team Management Sales Process 401 Retirement Savings Plans

Bryan Smith Education Details

Frequently Asked Questions about Bryan Smith

What company does Bryan Smith work for?

Bryan Smith works for Pathworks Financial

What is Bryan Smith's role at the current company?

Bryan Smith's current role is Chief Technology Officer.

What is Bryan Smith's email address?

Bryan Smith's email address is br****@****ial.com

What schools did Bryan Smith attend?

Bryan Smith attended The American College.

What skills is Bryan Smith known for?

Bryan Smith has skills like Sales, Sales Operations, Leadership, Customer Service, Sales Management, Management, Retail, Marketing, Cold Calling, Microsoft Office, Team Leadership, Inventory Management.

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