Lowell Smith

Lowell Smith Email and Phone Number

Chief Compliance Officer at IRALOGIX @ iraLogix
Lowell Smith's Location
Pittsburgh, Pennsylvania, United States, United States
Lowell Smith's Contact Details
About Lowell Smith

I am CCO at iraLogix, IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts. Our groundbreaking proprietary technology platform, open architecture for investment options, custody and advice providers, revolutionizes access to institutionally priced IRAs for everyone, regardless of account size. Specialties: My expertise involves running an IRA servicing business along with evaluating, researching and creating products and services that meet the needs of my clients and ultimately their clients.Recordkeeping, Management consulting, retirement plan compliance, product development, technology utilization and business analysis are my major areas of person expertise.

Lowell Smith's Current Company Details
iraLogix

Iralogix

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Chief Compliance Officer at IRALOGIX
Lowell Smith Work Experience Details
  • Iralogix
    Chief Compliance Officer
    Iralogix Aug 2020 - Present
    Pittsburgh, Pennsylvania, Us
    View
  • Iralogix
    Chief Operating Officer
    Iralogix Aug 2016 - Aug 2020
    Pittsburgh, Pennsylvania, Us
    iraLogix is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts. Our groundbreaking proprietary technology platform, open architecture for investment options, custody and advice providers, revolutionizes access to institutionally priced IRAs for everyone, regardless of account size. Specialties: My expertise involves running an IRA servicing business along with evaluating, researching and creating products and services that meet the needs of my clients and ultimately their clients.Recordkeeping, Management consulting, retirement plan compliance, product development, technology utilization and business analysis are my major areas of person expertise.
    View
  • Service Provider Solutions, Llc
    President
    Service Provider Solutions, Llc Apr 2015 - Dec 2017
    Park Ridge, Il, Us
    View
  • Inspirafs, Inc.
    President
    Inspirafs, Inc. Nov 2007 - Apr 2015
    Pittsburgh, Pa, Us
    View
  • Access Data
    Director Of Research
    Access Data Jun 2003 - Nov 2007
  • Service Provider Solutions
    President
    Service Provider Solutions Sep 2001 - Nov 2007
  • Worldwide Employee Benefits Network
    President
    Worldwide Employee Benefits Network Jul 2004 - Jun 2006
  • Invesmart
    Managing Director Of Strategic Planning
    Invesmart Jul 1999 - Oct 2001
  • Ascensus
    Director Of Operations Consulting For Upi
    Ascensus Oct 1997 - Jul 1999
  • Retirement Benefits Plus
    President
    Retirement Benefits Plus Feb 1996 - Oct 1997
  • Mmc&P
    Director Of Compliance And Daily Recordkeeping
    Mmc&P May 1992 - Nov 1995
  • Employee Benefit Security Administration, U.S. Department Of Labor
    Senior Investigator
    Employee Benefit Security Administration, U.S. Department Of Labor Jul 1983 - May 1992
    Washington, Dc, Us
    View

Lowell Smith Skills

Retirement 401k Retirement Planning Financial Services Iras Mutual Funds Investments Employee Benefits Fixed Annuities Product Development 401k Rollovers Estate Planning Roth Ira Investment Strategies Strategy Series 63 Strategic Planning Investment Advisory Pensions Asset Allocation Financial Advisory Wealth Management Defined Benefit Series 7 Simple Ira Asset Management Securities Sep Ira Product Planning Portfolio Management Entrepreneurship 401 Retirement Savings Plans Strategic Vision Fiduciary Services Personal Finance Investment Management Product Strategies Market Needs Analysis Life Insurance Series 6 Asset Managment Pension Funds Securities Regulation

Lowell Smith Education Details

  • Penn State University
    Penn State University
    Public Administration
  • Catawba College
    Catawba College
    Political Science With Minors In Business Administration And Public Administration
  • North Allegheny High School
    North Allegheny High School

Frequently Asked Questions about Lowell Smith

What company does Lowell Smith work for?

Lowell Smith works for Iralogix

What is Lowell Smith's role at the current company?

Lowell Smith's current role is Chief Compliance Officer at IRALOGIX.

What is Lowell Smith's email address?

Lowell Smith's email address is lo****@****afs.com

What is Lowell Smith's direct phone number?

Lowell Smith's direct phone number is +141244*****

What schools did Lowell Smith attend?

Lowell Smith attended Penn State University, Catawba College, North Allegheny High School.

What are some of Lowell Smith's interests?

Lowell Smith has interest in Entrepreneurial Activities, Public Policy, Skiing, Economic Empowerment, Civil Rights And Social Action, Sports As A Participant And Coach, Politics, Science And Technology, Running, Human Rights.

What skills is Lowell Smith known for?

Lowell Smith has skills like Retirement, 401k, Retirement Planning, Financial Services, Iras, Mutual Funds, Investments, Employee Benefits, Fixed Annuities, Product Development, 401k Rollovers, Estate Planning.

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