Sara Ashman Smith, Ctfa, Cfirs
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Sara Ashman Smith, Ctfa, Cfirs Email & Phone Number

Chief Operating Officer at Cox Consulting Network
Location: Austin, Texas, United States 10 work roles 2 schools
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Current company
Cox Consulting Network
Role
Chief Operating Officer
Location
Austin, Texas, United States
Company size
63 employees

Who is Sara Ashman Smith, Ctfa, Cfirs? Overview

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Quick answer

Sara Ashman Smith, Ctfa, Cfirs is listed as Chief Operating Officer at Cox Consulting Network, a company with 63 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Sara Ashman Smith, Ctfa, Cfirs.

Sara Ashman Smith, Ctfa, Cfirs previously worked as Chief of Staff at Cox Consulting Network and Compliance Officer at Dimensional Fund Advisors. Sara Ashman Smith, Ctfa, Cfirs holds Business, Marketing from Gies College Of Business - University Of Illinois Urbana-Champaign.

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Email format at Cox Consulting Network

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Cox Consulting Network

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Profile bio

About Sara Ashman Smith, Ctfa, Cfirs

Seasoned operations, compliance, and risk management professional providing dynamic and inclusive organizational leadership.I'm passionate about the development of "best practices" and operational efficiencies that encourage sustainable growth while also managing risk. Through the development of successful compliance, risk management and audit programs, the design and implementation of well-considered policy and procedures, and ongoing training in regulatory matters, my focus is on establishing a thoughtful and innovative company-wide compliance program that effectively mitigates risk. Specialties: Regulatory compliance, operations, internal controls, gap analysis, third-party vendor risk management, information and data security, BSA/AML compliance, policy and procedure creation and testing, KYC policy and program creation, technology improvements and implementations, internal audit functions, examination management, business continuity planning, wealth and estate planning, trust administration, and estate settlement.

Listed skills include Estate Planning, Real Estate, Crm, Sales, and 21 others.

Current workplace

Sara Ashman Smith, Ctfa, Cfirs's current company

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Cox Consulting Network
Cox Consulting Network
Chief Operating Officer
Austin, TX, US
Website
coxnet.work
Employees
63
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Company profile
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10 roles

Sara Ashman Smith, Ctfa, Cfirs work experience

A career timeline built from the work history available for this profile.

Manager - Risk And Compliance

Midland Wealth Management

Chicago, Illinois, United States

Responsible for the development of the business unit risk and compliance program to identify areas of business risk and design and implement policy/procedure improvements to minimize risk and provide for consistent and efficient service delivery. Responsible for identifying and implementing all applicable regulations and ensuring adherence to compliance.

Jun 2021 - May 2022

Chief Operating Officer And Vice President-Risk And Compliance

Atg Trust Company

Chicago, Illinois

Played key role in the sale of the company to Midland Trust. Responsible for due diligence and systems conversion during the acquisition period. Responsible for technology implementations, regulatory compliance functions, risk assessment and program management, policy and procedure design, implementation and review, internal audit management, information.

Mar 2019 - Jun 2021

President/Principal Consultant

Campfyre Consulting, Inc.

Austin, Texas Area

Seasoned trust and compliance consultant offering services in trust and estate administration and compliance/risk management functions. Provides experience and direction to independent trust companies, bank trust departments, and estate planning law firms in client retention, trust administration, investment management, tax planning and the creation and.

May 2015 - Mar 2019

Director Of Exchange Services

Atg Trust Company

Directs and manages the IRC §1031 Tax-Deferred Exchange program. An IRC §1031 Exchange is the exchange of investment properties and results in a tax-deferral of capital gain on the sale of an investment property. Responsible for the successful completion of hundreds of exchanges per year. Works directly with attorneys and their clients and advises them.

Mar 2004 - Jun 2015

Sr. Trust Administrator

Atg Trust Company

Chicago, IL

Responsible for new client acquisition and retention through effective management and administration of client trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Manages a portfolio of over 100 trust accounts with ~$150M in assets under management.Leads internal team of.

Nov 2014 - May 2015

Trust Administrator

Atg Trust Company

Responsible for new client acquisition and retention through effective management and administration of client trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Manages a portfolio of over 50 trust accounts with ~$80M in assets under management. Sits on the firm Trust.

Jun 2010 - Nov 2014

Trust Associate

Atg Trust Company

Chicago, IL

Assists in the management and retention of complex personal trust accounts.

Mar 2004 - Jun 2008
Team & coworkers

Colleagues at Cox Consulting Network

Other employees you can reach at coxnet.work. View company contacts for 63 employees →

JD Jeri D. Jeri D. Colleague at Cox Consulting NetworkAustin, Texas, United States, United States View → RJ Rachel Jackson Rachel Jackson Colleague at Cox Consulting NetworkAustin, Texas, United States, United States View → KH Ken Havranek Ken Havranek Colleague at Cox Consulting NetworkAustin, Texas, United States, United States View → RM Ryan Meyering Ryan Meyering Colleague at Cox Consulting NetworkAustin, Texas Metropolitan Area, United States View → DM Donne Mccormick Donne Mccormick Colleague at Cox Consulting NetworkAustin, Texas, United States, United States View → MC Matt Cox Matt Cox Colleague at Cox Consulting NetworkChicago, Illinois, United States, United States View → JC Jennifer Cox Jennifer Cox Colleague at Cox Consulting NetworkAustin, Texas, United States, United States View → KK Kristyn K. Kristyn K. Colleague at Cox Consulting NetworkAustin, Texas, United States, United States View → KS Kristie Salter Kristie Salter Colleague at Cox Consulting NetworkDripping Springs, Texas, United States, United States View → MG Madhu Gounder-Purucker, Cpa Madhu Gounder-Purucker, Cpa Colleague at Cox Consulting NetworkPflugerville, Texas, United States, United States View →
2 education records

Sara Ashman Smith, Ctfa, Cfirs education

FAQ

Frequently asked questions about Sara Ashman Smith, Ctfa, Cfirs

Quick answers generated from the profile data available on this page.

What company does Sara Ashman Smith, Ctfa, Cfirs work for?

Sara Ashman Smith, Ctfa, Cfirs works for Cox Consulting Network.

What is Sara Ashman Smith, Ctfa, Cfirs's role at Cox Consulting Network?

Sara Ashman Smith, Ctfa, Cfirs is listed as Chief Operating Officer at Cox Consulting Network.

Where is Sara Ashman Smith, Ctfa, Cfirs based?

Sara Ashman Smith, Ctfa, Cfirs is based in Austin, Texas, United States while working with Cox Consulting Network.

What companies has Sara Ashman Smith, Ctfa, Cfirs worked for?

Sara Ashman Smith, Ctfa, Cfirs has worked for Cox Consulting Network, Dimensional Fund Advisors, Midland Wealth Management, Atg Trust Company, and Campfyre Consulting, Inc..

Who are Sara Ashman Smith, Ctfa, Cfirs's colleagues at Cox Consulting Network?

Sara Ashman Smith, Ctfa, Cfirs's colleagues at Cox Consulting Network include Jeri D., Rachel Jackson, Ken Havranek, Ryan Meyering, and Donne Mccormick.

How can I contact Sara Ashman Smith, Ctfa, Cfirs?

You can use AeroLeads to view verified contact signals for Sara Ashman Smith, Ctfa, Cfirs at Cox Consulting Network, including work email, phone, and LinkedIn data when available.

What schools did Sara Ashman Smith, Ctfa, Cfirs attend?

Sara Ashman Smith, Ctfa, Cfirs holds Business, Marketing from Gies College Of Business - University Of Illinois Urbana-Champaign.

What skills is Sara Ashman Smith, Ctfa, Cfirs known for?

Sara Ashman Smith, Ctfa, Cfirs is listed with skills including Estate Planning, Real Estate, Crm, Sales, Strategic Planning, Financial Analysis, Business Strategy, and Project Management.

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