Grant Smith Email and Phone Number
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Grant Smith is a Manager, Valuations and Pricing at BNY Mellon Wealth Management. He possess expertise in management, business development, project management, web design, business process and 24 more skills. He is proficient in Spanish and German. Colleagues describe him as "Grant was an excellent business manager, producing timely assistance on a wide array of subjects from HR to IT to client interaction. He is responsive, learns new subjects quickly and generates efficient solutions." and "I worked with Grant for two years at Maga Design and was intimately connected with him on a number of accounts for both Federal government and commercial clients. One of the hardest workers I know, Grant constantly went above and beyond the call to meet client expectations while delivering innovative solutions to solving both in-house and external challenges. He is an asset to any organization as he possesses skills in a multitude of functional business areas, and always maintains professionalism with a detail-oriented attitude that utilizes holistic and creative thinking in order to drive towards mission success."
Bny Mellon Wealth Management
View- Website:
- bny.com/pershing
- Employees:
- 4221
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Manager, Valuations And PricingBny Mellon Wealth ManagementPittsburgh, Pa, Us -
Manager, Valuations/PricingBny Mellon Wealth Management Jul 2021 - Present -
Closely Held Business ManagerBny Mellon Wealth Management Jul 2019 - PresentPittsburgh, PaResponsible for managing a team of analysts through the process of reviewing and valuing approximately 300-400 closely held business interests. • Analyze both Trust documents and closely held business entity documentation for pre-acceptance into the bank and work with fiduciaries to mitigate any associated risk. • Conduct financial due diligence of family-owned and private-equity backed businesses to determine the most appropriate valuation methodology and complete an annual review according to OCC Regulation 9. • Review purchase offers from outside sources and company tender offers; assist in the sale of closely held stock and limited partnership interests. -
General EditorPeoples Partners & Associates (Pp&A) 2019 - PresentGeneral Editor for PP&A's ProjectScape platform where I contribute market intelligence, data and insights on blockchain projects/companies in the energy and environmental sector. -
Principal ConsultantPrismic Solutions 2010 - PresentPittsburgh, PaSmall Business & Start-Up consulting focused on sustainable and forward thinking entities. -
ControllerClassic Heating And Cooling, Llc Mar 2014 - Mar 2015Beltsville, MdWorked with the new owner of the company grow and scale a small mechanical contracting firm.• Conducted financial analysis and worked with an asset team to execute the company purchase.• Established and revitalized customer/vendor relationships positioning the company for scalability.• Implemented new financial infrastructure including systems, procedures, policies and personnel.• Leveraged banking relationships to establish lines of credit and bonding capacity. -
Business ManagerMetropolitan Engineering Shapiro - O' Brien Oct 2011 - Mar 2015Washington, DcSupported the President of the company by planning, directing, coordinating and executing operations.• Executed financial management duties including; billing, invoicing, collection and bookkeeping.• Responsible for HR functions of recruiting, hiring/firing, benefits administration, and payroll.• Coordinated business development activities of client acquisition, retention, and growth strategies.• Designed and maintained the IT infrastructure consisting of hand-built servers and computers.• Worked in project contexts as a facilitator, project manager, and overall communications expert.• Assisted senior managers with determination of project scope and development of proposals.• Drove marketing efforts both in print and digital and built the company website/social media.• Implemented a 3D building information management department utilizing Autodesk Revit. -
Account ExecutiveThroughline, Inc. Jul 2008 - Aug 2011Washington, D.C.Account manager for federal clients including the Navy, J4, G4 and Joint Strike Fighter.• Developed and oversaw the implementation of strategic communication and internal operations campaigns for Naval Supply Command, Joint Strike Fighter Program, and the Navy/Army Joint Chiefs of Staff Logistics.• Consulted with Military and Federal clientele to create information maps which visualized the complex intersections of technical data, governance/policy, business process and other communication challenges.• Conceptualized and executed visual facilitation sessions that built consensus and stakeholder buy-in.• Led creative teams that created a plethora of communications tools. (pamphlets, tri-folds, message cards, etc.)• Created interactive role based training programs for the NAVY ERP program utilizing Adobe Captivate.• Global communications manager for the F-35 Joint Strike Fighter program in charge of content management. -
Operations ManagerPortwatch Production Services Aug 2007 - Jul 2008Charleston, South Carolina• Managed employee teams of 15 to 50 people that performed dynamic warehousing functions.• Developed pay for performance rate structures, utilizing project modeling and time-motion studies.• Tracked employee productivity metrics and performed site-specific payroll and billing operations. • Maintained daily customer service levels across twelve public and private warehouses.
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Office InternSciarrino And Tewinkle Llc Sep 2004 - Aug 2007Erie, PennsylvaniaLegal office intern at a small firm in Erie, PA. I performed daily duties including banking, mailing and document delivery/receiving. I also provided technical consulting and support to the office.In addition to these tasks, I performed case research and created multimedia presentations used in various stages of litigation.
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Assistant Football CoachMillcreek Township School District Jun 2004 - Aug 2007Erie, PennsylvaniaAssistant football coach at Walnut Creek Middle School. I was promoted from aid to defensive coordinator following my inaugural season. Enjoyed an undefeated 8-0 record in 2005. Finished my tenure with a overall record of 23-3. -
Brand AssociateBanana Republic May 2002 - Dec 2003Pittsburgh, PaRetail sales associate.
Grant Smith Skills
Grant Smith Education Details
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Sustainabile Business Practices -
Liberal Arts And Sciences -
High School
Frequently Asked Questions about Grant Smith
What company does Grant Smith work for?
Grant Smith works for Bny Mellon Wealth Management
What is Grant Smith's role at the current company?
Grant Smith's current role is Manager, Valuations and Pricing.
What is Grant Smith's email address?
Grant Smith's email address is gr****@****lon.com
What schools did Grant Smith attend?
Grant Smith attended Duquesne University, Penn State Erie, The Behrend College, Mt Lebanon Senior High School.
What skills is Grant Smith known for?
Grant Smith has skills like Management, Business Development, Project Management, Web Design, Business Process, Content Management, Consulting, Managerial Finance, Business Process Mapping, New Media, Erp, It Management.
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