Lacey Shrum

Lacey Shrum Email and Phone Number

Accelerating Revenue, and Scaling Growth for RIA Firms | Founder, Smart Kx πŸ‘©πŸ»β€πŸ’» @ Smart Kx
dallas, texas, united states
Lacey Shrum's Location
Dallas, Texas, United States, United States
Lacey Shrum's Contact Details

Lacey Shrum work email

Lacey Shrum personal email

n/a
About Lacey Shrum

Hi I am Lacey Shrum. I am an attorney and former CCO. All of the RIA firms I worked with stressed out about fees. The SEC confirmed that most RIAs are doing fees and their client contracts wrong. So I built Smart Kx to fix that.If your fee and contract processes are manual and expensive to maintain or aren't maintained... we can help!Besides being the expert on RIA fees... I like to talk about geopolitics, monetary policy and history; I've testified as an expert witness in cryptocurrencies x2.Follow me for fee discussions, dry humor and the occasional parenting hack.My goal is that when Smart Kx users are examined by the regulators, the regulators take one look, see the firm uses Smart Kx and immediately mark the fee portion of the exam as complete... no more questions because we've got it on lock. πŸš€πŸš€πŸš€

Lacey Shrum's Current Company Details
Smart Kx

Smart Kx

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Accelerating Revenue, and Scaling Growth for RIA Firms | Founder, Smart Kx πŸ‘©πŸ»β€πŸ’»
dallas, texas, united states
Website:
smartkx.io
Employees:
2
Lacey Shrum Work Experience Details
  • Smart Kx
    Founder
    Smart Kx Aug 2018 - Present
    Dallas, Tx
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  • Vela Wood
    Associate
    Vela Wood May 2018 - Present
    Dallas/Fort Worth Area
    Lacey is an associate attorney at Vela Wood where she serves businesses that use blockchain technology and cryptocurrencies. Lacey focuses her practice on helping clients identify and mitigate particular risks arising out of this new technology – including blockchain strategy and use cases, capital raises and security issuances through alternative forms, code-as-a-legal-contract drafting, and ethics.
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  • H7 Consulting, Llc
    Owner
    H7 Consulting, Llc Oct 2017 - Jan 2020
    Dallas/Fort Worth Area
    I serve Registered Investment Advisors and Private Funds as a consultant for federal and state securities compliance regulation and operational controls, including cryptocurrency funds. I am currently building a smart contract solution for common problems faced by my clients regarding fee calculation and contract management. I also regularly educate and speak to businesses, government organizations and private practice groups on blockchain technology, cryptocurrencies and blockchain implementation.
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  • The Loyal Closet
    Co Founder
    The Loyal Closet Jan 2016 - Dec 2017
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  • True North Advisors
    Legal Counsel
    True North Advisors Nov 2013 - Dec 2015
    Dallas/Fort Worth Area
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  • True North Advisors
    Chief Compliance Officer
    True North Advisors Oct 2012 - Dec 2015
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  • Bernstein Global Wealth Management
    Associate
    Bernstein Global Wealth Management 2008 - 2011
    View

Lacey Shrum Education Details

Frequently Asked Questions about Lacey Shrum

What company does Lacey Shrum work for?

Lacey Shrum works for Smart Kx

What is Lacey Shrum's role at the current company?

Lacey Shrum's current role is Accelerating Revenue, and Scaling Growth for RIA Firms | Founder, Smart Kx πŸ‘©πŸ»β€πŸ’».

What is Lacey Shrum's email address?

Lacey Shrum's email address is la****@****rtkx.io

What schools did Lacey Shrum attend?

Lacey Shrum attended Southern Methodist University Dedman School Of Law, The University Of Texas At Austin.

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