Parent'S Association Vice President
Current
St. Sebastian'S School
2013 - Present
~13 yrs 4 mos
AeroLeads people directory · profile
Carol Smith Email & Phone Number
Independent Investment Professional
at
Independent Financial Consultant
1 work email found
@stsebs.org
7 phones found area 207, 401, and 631
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Investment Professional
Location
Needham, Massachusetts, United States
Company size
Who is Carol Smith? Overview
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Quick answer
Carol Smith is listed as Independent Investment Professional at Independent Financial Consultant, a company with 171 employees, based in Needham, Massachusetts, United States. AeroLeads shows a work email signal at stsebs.org, phone signal with area code 207, 401, 631, and a matched LinkedIn profile for Carol Smith.
Carol Smith previously worked as Parent's Association Vice President at St. Sebastian'S School and Board Member, Intern Program Development at Kidzbkidz. Carol Smith holds Master Of Business Administration, Finance from Northeastern University.
Company email context
Email format at Independent Financial Consultant
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{first}_{last}@stsebs.org
86% confidence
AeroLeads found 1 current-domain work email signal for Carol Smith. Compare company email patterns before reaching out.
Profile bio
About Carol Smith
Carol Smith is a Independent Investment Professional at Independent Financial Consultant. She possess expertise in portfolio management, investments, mutual funds, equities, analysis and 18 more skills.
Listed skills include Portfolio Management, Investments, Mutual Funds, Equities, and 19 others.
Current workplace
Carol Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Independent Financial Consultant
15 roles · 38 years
Carol Smith work experience
A career timeline built from the work history available for this profile.
Board Member, Intern Program Development
Current
Kidzbkidz
2012 - Present
~14 yrs 4 mos
Certification Committee
Current
Center For Women And Enterprise
2012 - Present
~14 yrs 4 mos
Analyst
Current
Jun 2011 - Present
Vice President
Devonshire Investors
Jan 2006 - Apr 2011
Analyst
Dec 1990 - Apr 2011
Vice President
Credit and capital structure analysis and recommendations for portfolio companies that achieved significant savings in cost of capital.Minimized accounts receivable exposure through credit research on homebuilding industry participants for a large lumber and building materials company. Resulted in savings in excess of $1M.Developed a Portfolio Performance.
Jan 1990 - 2011
Analyst
1990 - 2001
~11 yrs
Senior High Yield Research Analyst
Industry analyst covering sectors including media and communications, consumer products, metals and mining, cyclicals, and utilities.
Jan 1990 - Jan 1993
Vice President
Fidelity Management And Research Company
Developed and started Fidelity's first Bank Loan Fund and the first open-ended bank loan mutual fund within the industry at the time. The fund had dramatically increased in size from $65M at inception to $6.5B to date.Bank Loan Credit Analyst responsible for analysis and recommendations of bank loan credits for addition to the portfolio. Evaluated proposed.
Jan 1999 - Jan 2006
Assistant Portfolio Manager
Distressed Investments
Specialized in bankruptcy investing to support dedicated distressed portfolio assets. Recommended specific investments and participated in ongoing bankruptcy negotiations.
Jan 1993 - Jan 1995
Associate Portfolio Manager
Colonial Management
Jan 1988 - Jan 1990
Analyst
Colonial Management
1988 - 1990
~2 yrs
High Income Analyst
Sun Life Assurance Company Of Canada
Jan 1985 - Jan 1988
Private Placement Analyst
Sun Life Assurance Company Of Canada
Prior employment within the healthcare industry.
Jan 1980 - Jan 1985
Team & coworkers
Colleagues at Independent Financial Consultant
Other employees you can reach at indieit.nl. View company contacts for 171 employees →
PC
Patrick Catenacci
Colleague at Independent Financial Consultant
Farmington, Michigan, United States, United States
View →
JR
Jeffrey Romanowski
Colleague at Independent Financial Consultant
New York, New York, United States, United States
View →
JK
Johnetta Kilebrew
Colleague at Independent Financial Consultant
Greater Columbus Area, United States
View →
ML
Michael Landsberg
Colleague at Independent Financial Consultant
Columbus, Ohio, United States, United States
View →
SN
Sally Nachelle
Colleague at Independent Financial Consultant
Los Angeles, California, United States, United States
View →
JH
Joseph Hanson
Colleague at Independent Financial Consultant
Providence County, Rhode Island, United States, United States
View →
KB
Kunal Bose
Colleague at Independent Financial Consultant
Pune, Maharashtra, India, India
View →
AJ
Adv. Jayshankar R. N.
Colleague at Independent Financial Consultant
Panvel, Maharashtra, India, India
View →
AS
Arturo Saldaña
Colleague at Independent Financial Consultant
Panama City, Panamá, Panama, Panama
View →
MS
Mike Sebald
Colleague at Independent Financial Consultant
Cocoa, Florida, United States, United States
View →
Patrick Catenacci
Colleague at Independent Financial Consultant
Farmington, Michigan, United States, United States
View →
JR
Jeffrey Romanowski
Colleague at Independent Financial Consultant
New York, New York, United States, United States
View →
JK
Johnetta Kilebrew
Colleague at Independent Financial Consultant
Greater Columbus Area, United States
View →
ML
Michael Landsberg
Colleague at Independent Financial Consultant
Columbus, Ohio, United States, United States
View →
SN
Sally Nachelle
Colleague at Independent Financial Consultant
Los Angeles, California, United States, United States
View →
JH
Joseph Hanson
Colleague at Independent Financial Consultant
Providence County, Rhode Island, United States, United States
View →
KB
Kunal Bose
Colleague at Independent Financial Consultant
Pune, Maharashtra, India, India
View →
AJ
Adv. Jayshankar R. N.
Colleague at Independent Financial Consultant
Panvel, Maharashtra, India, India
View →
AS
Arturo Saldaña
Colleague at Independent Financial Consultant
Panama City, Panamá, Panama, Panama
View →
MS
Mike Sebald
Colleague at Independent Financial Consultant
Cocoa, Florida, United States, United States
View →
3 education records
Carol Smith education
Master Of Business Administration, Finance
Northeastern University
Bachelor Of Science, Physical Therapy
Bachelor Of Science, Physical Therapy
FAQ
Frequently asked questions about Carol Smith
Quick answers generated from the profile data available on this page.
What company does Carol Smith work for?
Carol Smith works for Independent Financial Consultant.
What is Carol Smith's role at Independent Financial Consultant?
Carol Smith is listed as Independent Investment Professional at Independent Financial Consultant.
What is Carol Smith's email address?
AeroLeads has found 1 work email signal at @stsebs.org for Carol Smith at Independent Financial Consultant.
What is Carol Smith's phone number?
AeroLeads has found 7 phone signal(s) with area code 207, 401, 631 for Carol Smith at Independent Financial Consultant.
Where is Carol Smith based?
Carol Smith is based in Needham, Massachusetts, United States while working with Independent Financial Consultant.
What companies has Carol Smith worked for?
Carol Smith has worked for St. Sebastian'S School, Kidzbkidz, Center For Women And Enterprise, Independent Financial Consultant, and Devonshire Investors.
Who are Carol Smith's colleagues at Independent Financial Consultant?
Carol Smith's colleagues at Independent Financial Consultant include Patrick Catenacci, Jeffrey Romanowski, Johnetta Kilebrew, Michael Landsberg, and Sally Nachelle.
How can I contact Carol Smith?
You can use AeroLeads to view verified contact signals for Carol Smith at Independent Financial Consultant, including work email, phone, and LinkedIn data when available.
What schools did Carol Smith attend?
Carol Smith holds Master Of Business Administration, Finance from Northeastern University.
What skills is Carol Smith known for?
Carol Smith is listed with skills including Portfolio Management, Investments, Mutual Funds, Equities, Analysis, Fixed Income, Alternative Investments, and Valuation.
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