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Kyle A. Smith Email & Phone Number
Financial Consultant
at
Smith Investors
1 work email found
@fmuniv.edu
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant
Location
Greater Tampa Bay Area, United States, United States
Company size
Who is Kyle A. Smith? Overview
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Quick answer
Kyle A. Smith is listed as Financial Consultant at Smith Investors, a company with 1 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at fmuniv.edu and a matched LinkedIn profile for Kyle A. Smith.
Kyle A. Smith previously worked as Personal Financial Consultant at Smith Investors and Finance Manager at Broward Health. Kyle A. Smith holds Master Of Business Administration - Mba, Business Administration And Management, General from Florida Memorial University.
Company email context
Email format at Smith Investors
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{first_initial}{last}@fmuniv.edu
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AeroLeads found 1 current-domain work email signal for Kyle A. Smith. Compare company email patterns before reaching out.
Profile bio
About Kyle A. Smith
• Financial Professional with a passion for financial services and analysis • Experienced in Budgeting, Cash Management, Accounting and Financial Modeling• Exposure to multiple industries such as Banking, Education and Healthcare
Listed skills include Customer Service, Microsoft Office, Microsoft Excel, Teamwork, and 12 others.
Current workplace
Kyle A. Smith's current company
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Smith Investors
8 roles
Kyle A. Smith work experience
A career timeline built from the work history available for this profile.
Personal Financial Consultant
Current- Provide solutions in the fields of Tax, Credit and Financial Planning- Prepare and file financial tax returns for clients ensuring accuracy and completeness- Consult with clients to determine savings and debt repayment goals - Develop a financial plan and coach clients each month to help achieve desired goals- Provide consulting and education regarding.
Apr 2020 - Present
Finance Manager
- Completed month end analysis and month end journal entries
- Provided daily financial reports for productivity, volume and overtime
- Collaborated in preparing budget and forecast for upcoming fiscal years
- Developed departmental budgets using department accruals for forecast
- Provided closing reports for several departments during month end closing
- Prepared month end reports reporting on volume and inflow revenues
Sep 2018 - Mar 2020
Manager Finance Operations
- Worked as Chief of Staff to CFO facilitating all request
- Managed corporate cost initiatives and organization restructuring
- Completed onboarding for new investment fund managers
- Prepared financial documents for board and month end closing
- Reviewed and prepared contracts for approval and signature
Mar 2018 - Aug 2018
Senior Financial Analyst
- Prepared operating statement for systems month end financial report
- Created financial reports upon facilities request
- Completed month end journal entries
Sep 2017 - Feb 2018
Financial Analyst
- Prepared detailed annual budget and monthly financial forecast
- Prepared weekly and monthly schedules of actual vs. budget variances
- Completed assigned journal entries for month end closing
Jan 2017 - Aug 2017
Financial Analyst
- Developed and maintained monthly and daily financial reports- Maintained and analyzed budget to be sure university remained in balance - Prepared and submitted monthly Investment Portfolio report- Facilitated and prepared journal entries for appropriate financial reports- Executed ACH and ETF wires for universities expenditures- Overseer of all.
Jan 2016 - Jan 2017
Branch Banker
- Serve as a primary contact for new account openings and cross-sell banking products- Support team sales processes as well as meeting sales goals- Discuss and Analyze client Credit Profile to give recommendation on submitting loan applications- Input and Process Retail Loans for clients (e.g., HELOC, Auto Loans, Personal Loans, Unsecured Loans, Secured.
Dec 2014 - Dec 2015
2 education records
Kyle A. Smith education
Master Of Business Administration - Mba, Business Administration And Management, General
Bachelor Of Science - Bs, Finance
FAQ
Frequently asked questions about Kyle A. Smith
Quick answers generated from the profile data available on this page.
What company does Kyle A. Smith work for?
Kyle A. Smith works for Smith Investors.
What is Kyle A. Smith's role at Smith Investors?
Kyle A. Smith is listed as Financial Consultant at Smith Investors.
What is Kyle A. Smith's email address?
AeroLeads has found 1 work email signal at @fmuniv.edu for Kyle A. Smith at Smith Investors.
Where is Kyle A. Smith based?
Kyle A. Smith is based in Greater Tampa Bay Area, United States, United States while working with Smith Investors.
What companies has Kyle A. Smith worked for?
Kyle A. Smith has worked for Smith Investors, Broward Health, Florida Memorial University, and Bb&T.
How can I contact Kyle A. Smith?
You can use AeroLeads to view verified contact signals for Kyle A. Smith at Smith Investors, including work email, phone, and LinkedIn data when available.
What schools did Kyle A. Smith attend?
Kyle A. Smith holds Master Of Business Administration - Mba, Business Administration And Management, General from Florida Memorial University.
What skills is Kyle A. Smith known for?
Kyle A. Smith is listed with skills including Customer Service, Microsoft Office, Microsoft Excel, Teamwork, Powerpoint, Social Media, Team Leadership, and Leadership.
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