Eric Smith, Mba
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Eric Smith, Mba Email & Phone Number

Process Analyst - Trade Operations at AssetMark at AssetMark
Location: Westerville, Ohio, United States 12 work roles 2 schools
1 work email found @assetmark.com 6 phones found area 614 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email e****@assetmark.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Process Analyst - Trade Operations at AssetMark
Location
Westerville, Ohio, United States
Company size

Who is Eric Smith, Mba? Overview

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Quick answer

Eric Smith, Mba is listed as Process Analyst - Trade Operations at AssetMark at AssetMark, a company with 640 employees, based in Westerville, Ohio, United States. AeroLeads shows a work email signal at assetmark.com, phone signal with area code 614, and a matched LinkedIn profile for Eric Smith, Mba.

Eric Smith, Mba previously worked as Process Analyst at Assetmark and Portfolio Trading Analyst at Assetmark. Eric Smith, Mba holds Master Of Business Administration - Mba, Finance from Ashland University.

Company email context

Email format at AssetMark

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*@assetmark.com
71% confidence

AeroLeads found 1 current-domain work email signal for Eric Smith, Mba. Compare company email patterns before reaching out.

Profile bio

About Eric Smith, Mba

Eric Smith, Mba is a Process Analyst - Trade Operations at AssetMark at AssetMark. He possess expertise in outlook. Colleagues describe him as "Eric was a hard working and motivated individual, as well as, a great mentor while I was at Liberty Mutual. He always offered his help and expertise when needed. Eric worked to achieve sales goals and meet quotas while still working with me and teaching me key insights about the industry." and "Eric is great to work with. He effectively balances his knowledge of the insurance industry as it relates to what is out in the market with the individual client's perspective."

Listed skills include Outlook.

Current workplace

Eric Smith, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

AssetMark
Assetmark
Process Analyst - Trade Operations at AssetMark
concord, california, united states
Website
Employees
640
AeroLeads page
12 roles · 26 years

Eric Smith, Mba work experience

A career timeline built from the work history available for this profile.

Process Analyst

Current
Oct 2023 - Present

Portfolio Trading Analyst

Current
Jun 2021 - Present

Associate - Managed Accounts Portfolio Implementation

Westerville, Ohio

May 2016 - Jun 2021

Client Services Representative

Meeder Investment Management

Dublin, OH

Jun 2012 - Feb 2014

Security Processing Analyst Ii

Citi

Columbus, Ohio Area

Feb 2011 - Jun 2012

Executive Search Consultant

Responsible for the recruitment of qualified healthcare executive candidates to fill open roles with the Top 1,000 Pediatric Hospitals nationwide. Created targeted group marketing and personalized group marketing emails in order to prompt potential candidates to call. * Consistently met goal of obtaining five Resumes from qualified candidates per week by.

2009 - 2010 ~1 yr

Financial Representative

Provided information to Morgan Stanley Clients regarding their investment accounts, specifically tax implications on each account. Researched stock data transfer information for inclusion on tax returns and assisted Clients with online Bill Pay and Direct Deposit inquiries. * Maintained quality scores above 95%, averaging 50 calls per day, ensuring the.

2008 - 2009 ~1 yr

Personal Insurance Agent

Counseled and advised business prospects and policyholders on matters of insurance protection and coverage. Responsible for increasing new quality business and pre-qualifying leads within the Company’s underwriting guidelines. Developed and maintained business relationships with policyholders within the community. Targeted and presented to key.

2006 - 2008 ~2 yrs

Personal Banker

Strengthened Client Relationships with current Customers by offering new financial services complementing those already in their personal portfolio: Home Equity Lines of Credit, Investments and Mutual Funds. * Increased sales in the Branch by 125% during tenure through aggressive Marketing Campaigns* Third in District, Investment Sales, 09/2005* Series 6.

2005 - 2006 ~1 yr

Team Lead, Treasury Management Department

Huntington National Bank

Supervised and conducted on-going training for New Employees and Support Sales Staff regarding On-Line Banking, Deposits and Account and Wireless Transfers. Researched and provided solutions for Business Client issues including website management, the Huntington “View” Program.

2000 - 2003 ~3 yrs
Team & coworkers

Colleagues at AssetMark

Other employees you can reach at assetmark.com. View company contacts for 640 employees →

2 education records

Eric Smith, Mba education

Bachelor Of Science, Business And Marketing

Activities and Societies: Minor in Public RelationsCore Courses included: * Integrated Marketing * Internet Marketing * Marketing Behavior.

FAQ

Frequently asked questions about Eric Smith, Mba

Quick answers generated from the profile data available on this page.

What company does Eric Smith, Mba work for?

Eric Smith, Mba works for AssetMark.

What is Eric Smith, Mba's role at AssetMark?

Eric Smith, Mba is listed as Process Analyst - Trade Operations at AssetMark at AssetMark.

What is Eric Smith, Mba's email address?

AeroLeads has found 1 work email signal at @assetmark.com for Eric Smith, Mba at AssetMark.

What is Eric Smith, Mba's phone number?

AeroLeads has found 6 phone signal(s) with area code 614 for Eric Smith, Mba at AssetMark.

Where is Eric Smith, Mba based?

Eric Smith, Mba is based in Westerville, Ohio, United States while working with AssetMark.

What companies has Eric Smith, Mba worked for?

Eric Smith, Mba has worked for Assetmark, Jpmorgan Chase & Co., Meeder Investment Management, Citi, and Healthlinx.

Who are Eric Smith, Mba's colleagues at AssetMark?

Eric Smith, Mba's colleagues at AssetMark include Alicia Surovec, Mba, Brian Reketis, Mike Rossi, Stephanie Treaster, and Savannah Francis.

How can I contact Eric Smith, Mba?

You can use AeroLeads to view verified contact signals for Eric Smith, Mba at AssetMark, including work email, phone, and LinkedIn data when available.

What schools did Eric Smith, Mba attend?

Eric Smith, Mba holds Master Of Business Administration - Mba, Finance from Ashland University.

What skills is Eric Smith, Mba known for?

Eric Smith, Mba is listed with skills including Outlook.

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