Larry Smith Email & Phone Number

Westerville, Ohio, United States

Columbus, Ohio

Provide dedicated, client-centric service to Ohio Deferred Compensation 457 Plan participants, delivering performance aligned with the mission to provide top-tier investment choices, educational tools and resources, and an expense-conscious model fueling higher net investment return and superior retirement plan value.Financial Review & Interpretation* Review client requests, calculate buy / sell amounts, and execute trades to achieve asset allocation targets while minimizing impact of fund redemption fees. Routinely receive requests from clients to personally handle their future account needs.* Leverage analytical talents to recognize, incorporate, and explain the multiple and changing variables with the potential to impact the outcomes of each course of action, providing clients with the guidance to support sound decisions.Client Engagement & Retention* Achieve high satisfaction metrics, being told my efforts contribute "heavily" toward team reaching up to 97% in client satisfaction. Successful in retaining plan participants by turning emotional decisions into rational ones with solid benefits.* Approach client relationships with an often unmatched level of sincerity, empathy, and patience, understanding the incredibly diverse levels of knowledge each individual may possess, and tailoring communication style to suit the audience.Investment Education* Discern clients' needs and offer appropriate investment strategy education and information, serving in a consultative capacity while providing the highest quality advice based on expertise in helping clients overcome challenges and reach goals.Financial Strategy Implementation* Add value to each client based on depth and breadth of knowledge in top-level industry best practices. Leverage extensive self-study, observations, and research to guide clients toward strategies and actions that achieve individuals' dreams.

Mansfield, Ohio

Supported the center's mission and vision-promoting education, enjoyment, and preservation of Richland County's natural areas and inhabitants-through development and implementation of programming; leadership of volunteer corps; and maintenance of the center's 150 acres of forests, fields, prairies, ponds, streams, and public trails.Returned to hometown park district for unique opportunity to work with long-time mentor in the environmental education profession. Cultivated awareness, support, and relationships throughout the visitor and volunteer communities, serving as a key member of a small education- and client-focused team. Created and implemented a resource management plan to protect the North Central Ohio Land Conservancy.Project Management* Independently managed projects from concept to completion, holding full accountability for planning workflows, budgeting and allocating resources, coordinating internal and external stakeholders, and driving on-time completion.Client Education* Designed comprehensive programs for school groups, clubs, and the general public, often partnering with individual organizations to provide strategic counsel and planning, consulting services, student programming, and staff training.Targeted Communications* Wrote original content for newsletters, brochures, promotional pieces, news releases, and presentations. Designed collateral and complemented messaging-for internal and external audiences-through photography and graphics.

Columbus, Ohio

Promoted swiftly, initially joining the organization as an intern and moving through part-time and full-time naturalist position, to senior naturalist, in the span of only 18 months. Refined ability to deliver educational information to diverse audiences with Highbanks and Blendon Woods Metro Parks, receiving more than 800,000 visitors annually.Facilitated broad-based educational programs on natural and cultural history for all ages, collaborating with clients to assess needs, develop robust solutions, and deliver onsite and offsite events. Created original articles, reports, and communications collateral to inform internal and external audiences of news, events, and industry best practices.Program Coordination* Supported program sustainability through talent acquisition, training and mentorship of interns and naturalists-several of whom moved on to full-time leadership positions within the organization-and coordination of a 75-person volunteer corps.Workflow Management* Teamed with local artists to innovate creative-and very popular-interpretative trail signs, stepping outside of role to provide insight into the creative process, in addition to reinforcing Metro Parks' branding strategies and imaging guidelines.

Master Of Science (M.S.)

Bachelor Of Science (B.S.)

Activities and Societies: Extensive extracurricular involvement including OSU Cross-Country Team and University Concert Band, in addition.