Leighton Smith, Jd Mba Email and Phone Number
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Dynamic, passionate, people first leader with a track record of solving complex problems with teamsInnovator, driver, connector, finance and legal expertise, teacher, community trustee, happiest winning 'together'Experienced executive in both business to client and business to business advisory services, specializing in growth and change management
Greatamerica Financial Services
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Chief Strategy Officer (Cso)Greatamerica Financial Services Dec 2023 - PresentCedar Rapids, Ia, UsResponsible both to identify and execute on new areas of growth and to partner with existing leadership to seek out bold and innovative ideas within the core business. These efforts are based in a nationally recognized client centered and team member driven culture, as well as multigenerational family ownership.
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MemberClimbing Kites Jul 2023 - PresentDes Moines, Iowa, UsTogether we are offering an alternative for how people socialize and relax. -
Board Of AdvisorsWest Bank Jan 2016 - PresentWest Des Moines, Iowa, Us -
Adjunct LecturerThe University Of Iowa, Henry B. Tippie College Of Business 2012 - PresentIowa City, Iowa, UsTeaching undergraduate courses on topics related to wealth management, banking and finance generally, including 6F:119 Wealth Management and 6F:114 Commercial Banking. -
Director Of Business Advisory Services & ShareholderBergankdv Jul 2021 - Dec 2023After leading the largest business division (CPA) and integration of our corporate strategy in our decentralized “market” structure, remained a member of our executive leadership team and took on the challenge of launching a de novo consulting practice. That group was responsible for solving complex problems that spanned multiple areas of expertise, as well as anchoring key client relationships. We worked primarily in targeted industries and grew from scratch to in excess of $8MM in two years, both through organic growth and M&A activity. BerganKDV sold its firm to Creative Planning in July of 2023, after which time I remained in position, ensuring total client retention and 95% team member retention within our team during that time. https://www.bergankdv.com/news/creative-planning-acquires-bergankdv/
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Director Of Markets & ShareholderBergankdv Aug 2015 - Jul 2021Served on our Executive Team and was responsible for our client relationships at a global level as well as direct oversight of the CPA division. Lead a team comprised of Market Leaders responsible for executing on our firmwide strategy in each of their respective geographies across the midwest. This was rooted in a multi year change management plan, evolving from a “traditional CPA” firm to one with diverse revenue streams across seven discrete revenue centers or “solutions” for clients. This resulted in nationally recognized growth rates, growing team member engagement and income growth for owners, as well as a 5X in firm value over that time. Teams of experts addressed a variety of the challenges that privately owned businesses face. Strategy, technology, taxation, cashflow drivers, succession planning, liquidity management, human resources, M&A and more.
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Vice President, Wealth ManagementUs Bank 2011 - 2015Minneapolis, Mn, UsHelped to build a wealth management solution for the small to mid market locations across the bank's national footprint of more than 60 markets; focused on breaking down silos between lines of business with an eye toward doing more for clients; taught and coached as an internal consultant; actively engaged priority clients; more broadly supported corporate initiatives in a program management capacity. -
Trust OfficerHills Bank And Trust Company 2010 - 2011Hills, Ia, UsServiced trust relationships, performed estate administration, served on investment committee, and supported on department operational issues. -
Tax, Transactional And Financial PlannerRobert W. Baird 2006 - 2010Milwaukee, Wi, UsProvided investment research, relationship development, estate planning support, and practice management for advisory groups doing business primarily in the midwest for priority clients in investment banking and wealth practices. -
Graduate AssistantUniversity Of Iowa Executive Mba Program 2005 - 2007Iowa City, Iowa, UsSupported the EMBA program on logistical matters; received position as part of an overall merit scholarship during tenure in the full-time MBA program.
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Legal InternSeyfarth Shaw Llp 2003 - 2004Conducted research and provided support for a variety of attorney specialty groups with a focus on potential conflicts of interest and overall risk management.
Leighton Smith, Jd Mba Skills
Leighton Smith, Jd Mba Education Details
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University Of Iowa College Of LawJd -
The University Of Iowa Tippie College Of BusinessMba
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University Of ChicagoPhilosophy
Frequently Asked Questions about Leighton Smith, Jd Mba
What company does Leighton Smith, Jd Mba work for?
Leighton Smith, Jd Mba works for Greatamerica Financial Services
What is Leighton Smith, Jd Mba's role at the current company?
Leighton Smith, Jd Mba's current role is Helping people take the necessary risks to create the successes they want.
What is Leighton Smith, Jd Mba's email address?
Leighton Smith, Jd Mba's email address is le****@****owa.edu
What is Leighton Smith, Jd Mba's direct phone number?
Leighton Smith, Jd Mba's direct phone number is (319)-335*****
What schools did Leighton Smith, Jd Mba attend?
Leighton Smith, Jd Mba attended University Of Iowa College Of Law, The University Of Iowa Tippie College Of Business, University Of Chicago.
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Leighton Smith, Jd Mba has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Arts And Culture.
What skills is Leighton Smith, Jd Mba known for?
Leighton Smith, Jd Mba has skills like Leadership, Investments, Risk Management, Public Speaking, Financial Analysis, Finance, Management, Strategic Financial Planning, Wealth Management, Strategic Planning, Portfolio Management, Leadership Development.
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