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Sergio Smith Email & Phone Number

MEP Administrator | Retirement Planning Expert

Location: Wildwood, Florida, United States 4 work roles 3 schools

1 work email found @plansource.com LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 71%

Role

MEP Administrator | Retirement Planning Expert

Location

Wildwood, Florida, United States

Who is Sergio Smith? Overview

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Quick answer

Sergio Smith is listed as MEP Administrator | Retirement Planning Expert based in Wildwood, Florida, United States. AeroLeads shows a work email signal at plansource.com and a matched LinkedIn profile for Sergio Smith.

Sergio Smith previously worked as MEP Administrator at Plansource and House Attendant at Universal Orlando Resort. Sergio Smith holds Bachelor Of Science - Bs, Health Services Administration, 3.8 Gpa from University Of Central Florida.

Company email context

Email format at plansource.com

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{first}.{last}@plansource.com

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AeroLeads found 1 current-domain work email signal for Sergio Smith. Compare company email patterns before reaching out.

Profile bio

About Sergio Smith

At PlanSource, I oversaw retirement assets exceeding $60 million, demonstrating a deep understanding of retirement planning and IRS, DOL regulations. My role requires a strong analytical approach to ensure the integrity of financial data and plan compliance. As part of our team, we conduct monthly audits, engage in meticulous data-scrubbing, and foster B2B relationships while directly connecting with over 1,000 plan participants.With a Bachelor of Science in Health Services Administration from the University of Central Florida, my foundation in analytical skills and deductive reasoning is solid. My commitment is to leverage this expertise to facilitate seamless retirement planning processes. Our collective efforts at PlanSource have consistently maintained high accuracy in financial reporting, underscoring my proficiency in handling complex administrative functions with precision.

4 roles

Sergio Smith work experience

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

Mep Administrator

Plansource

Orlando, Florida, United States

Perform completely independently, barring fringe-cases which require managerial escalation, in overseeing retirement assets totaling over 60 million dollars with over 1,000 participants. Perform monthly audits, engage in data-scrubbing, ensure that the retirement plan is run to spec with IRS, DOL, and documented plan requirements. Build rapport with business-to-business contacts as well as communicating and building relationships directly with plan participants. Interaction with payroll functions and processes. Strong use of analytical skills and deductive reasoning when trying to determine cause for discrepancies.

Feb 2020 - May 2024

House Attendant

Universal Orlando Resort

United States

Involved in nightly group projects in which the queue was built and broken down within a timely fashion and following proper procedure while demonstrating leadership by leading 3-4 people, assist guests with their issues and address guest concern, act as a beacon of guidance by providing information when and where necessary, ensured the safety and security of guests, company assets, and actors. Ensured that 800+ guests an hour were able to enjoy the attraction for the duration of its operation.

Aug 2019 - Feb 2020

Fulfillment Center Associate

Amazon

Orlando, Florida Area

Dispatch orders, communicate with drivers, enter reporting data with high degree of accuracy, resolve delivery issues, assist in the training of new hires, file trouble and support tickets. Ensured that 95% of packages were sent out and delivered on time hourly.

Oct 2017 - Aug 2018

Captioning Assistant

Captel Service Specialists

Orlando, Florida Area

 Used verbal skills to accurately voice the client’s call “verbatim” Multi-tasked to make corrections on a touch-screen pad by verbal communication and physical interaction with the device Maintained confidentiality of clients by adhering to privacy policies and the standards set by the FCC

Jul 2017 - Aug 2017

3 education records

Sergio Smith education

Bachelor Of Science - Bs, Health Services Administration, 3.8 Gpa

University Of Central Florida

Associate Of Science - As, Business Administration And Management, General

Valencia College

Earned an A.S. degree in Business Administration with a minor in Human Resources.

Education record

Allatoona High School

FAQ

Frequently asked questions about Sergio Smith

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

What is Sergio Smith's role at their current company?

Sergio Smith is listed as MEP Administrator | Retirement Planning Expert.

What is Sergio Smith's email address?

AeroLeads has found 1 work email signal at @plansource.com for Sergio Smith.

Where is Sergio Smith based?

Sergio Smith is based in Wildwood, Florida, United States.

What companies has Sergio Smith worked for?

Sergio Smith has worked for Plansource, Universal Orlando Resort, Amazon, and Captel Service Specialists.

How can I contact Sergio Smith?

You can use AeroLeads to view verified contact signals for Sergio Smith, including work email, phone, and LinkedIn data when available.

What schools did Sergio Smith attend?

Sergio Smith holds Bachelor Of Science - Bs, Health Services Administration, 3.8 Gpa from University Of Central Florida.

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