Director Of Operations
Current
Oct 2021 - Present
AeroLeads people directory · profile
Buffy Smith Email & Phone Number
Director Of Operations at Retirement Planners of America
at
Retirement Planners of America
1 work email found
@jpmorgan.com
1 phone found area 972
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director Of Operations at Retirement Planners of America
Location
Allen, Texas, United States
Who is Buffy Smith? Overview
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Quick answer
Buffy Smith is listed as Director Of Operations at Retirement Planners of America at Retirement Planners of America, based in Allen, Texas, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 972, and a matched LinkedIn profile for Buffy Smith.
Buffy Smith previously worked as Director Of Operations at Retirement Planners Of America and Manager of Asset Management Operations at Retirement Planners Of America. Buffy Smith holds Bachelor'S Degree, Communication Sciences And Disorders, General from Texas Woman'S University.
Company email context
Email format at Retirement Planners of America
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*@jpmorgan.com
68% confidence
AeroLeads found 1 current-domain work email signal for Buffy Smith. Compare company email patterns before reaching out.
Profile bio
About Buffy Smith
Analytical and highly adaptable professional with extensive experience working on global teams to evaluate, develop, deploy and evaluate systems and operational processes aimed at improving quality and efficiency. Skilled in aligning client needs with long-term resolutions to issues while tracking progress. Continually focused on identifying, isolating and resolving issues and identifying opportunities to improve back-office operational processes. Trains staff members through means of effective coaching, valuable feedback, and objective setting.Accomplished communicator skilled in building and strengthening relationships with staff to drive cohesive, strategic operations.
Listed skills include Securities, Banking, Global Custody, Equities, and 59 others.
Current workplace
Buffy Smith's current company
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5 roles · 24 years
Buffy Smith work experience
A career timeline built from the work history available for this profile.
Manager Of Asset Management Operations
Worked with CEO and Director of Operations to analyze client service and operations functions and strategically develop an Asset Management Operations Team. This team was developed to help centralize a processing group and alleviate cross functional processes being completed by one person and ensure separation of duties to meet SEC regulations. As manager.
Apr 2018 - Oct 2021
Client Service Manager
Promoted to Client Service Manager to manage risk to the firm and client accounts by managing a team of Client Service Administrators all while still maintaining my previous duties as a Client Service Administrator. Oversight to ensure cases and emails are being addressed accurately and timely, provide guidance for system processing and an escalation.
Sep 2017 - Apr 2018
Client Service Administrator
Work with custodians (SEI and TD Ameritrade) to monitor and reconcile incoming assets and checks received to ensure timely delivery and proper investment for new client accounts. Monitoring of DCA's, AIP's, Check-writing and quarterly needs for rebalancing accounts to ensure strategies are maintained, and if needed rebalance. Monitor incoming stock and.
Oct 2016 - Sep 2017
Assistant Vice President Of Operations Service Delivery, Client Management, And Accounting
Oversaw a processing team, processes, audits, risk management and analysis, accounts, and customized reports for the clients while providing comprehensive updates monthly on statistics and capacity model to corporate. Collaborated with offshore partners on determining and correcting issues to maintain timely delivery. Extraordinary ability to thrive under.
2002 - Dec 2015
1 education record
Buffy Smith education
-
Texas Woman'S University
FAQ
Frequently asked questions about Buffy Smith
Quick answers generated from the profile data available on this page.
What company does Buffy Smith work for?
Buffy Smith works for Retirement Planners of America.
What is Buffy Smith's role at Retirement Planners of America?
Buffy Smith is listed as Director Of Operations at Retirement Planners of America at Retirement Planners of America.
What is Buffy Smith's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Buffy Smith at Retirement Planners of America.
What is Buffy Smith's phone number?
AeroLeads has found 1 phone signal(s) with area code 972 for Buffy Smith at Retirement Planners of America.
Where is Buffy Smith based?
Buffy Smith is based in Allen, Texas, United States while working with Retirement Planners of America.
What companies has Buffy Smith worked for?
Buffy Smith has worked for Retirement Planners Of America and Jpmorgan Chase.
How can I contact Buffy Smith?
You can use AeroLeads to view verified contact signals for Buffy Smith at Retirement Planners of America, including work email, phone, and LinkedIn data when available.
What schools did Buffy Smith attend?
Buffy Smith holds Bachelor'S Degree, Communication Sciences And Disorders, General from Texas Woman'S University.
What skills is Buffy Smith known for?
Buffy Smith is listed with skills including Securities, Banking, Global Custody, Equities, Fixed Income, Mutual Funds, Derivatives, and Bloomberg.
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