Cammy Smith Email and Phone Number
Cammy Smith work email
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Cammy Smith personal email
I lead wealth management firms, clients, and businesses toward impact, sustainability, and value. My aim is to increase diversity in financial services and support social enterprises. I am passionate about conscious capitalism and helping people work in ways that drive value beyond profitability. My journey in the financial sector started 15 years ago, as a financial advisor. Over time, I grew to lead the team and business as Chief Strategy Officer. Now, I serve as the CEO & President with a team of 23 on staff and roughly $1.2 Billion* assets under advisement managed by our advisors as of August 2024. We operate in 46 states.I founded Revive Consulting+ to support financial advisory teams through the challenges of growth, succession, independence, and client experience. Helping advisors reach their full potential energizes me. Here are some other highlights about me and my work:• I started a women empowerment program at Revive Consulting+ to help young women gain confidence & get started in the financial sector.• I love to speak about ESG, social responsibility, and inclusion in the financial industry. If you need a guest speaker, please reach out!• I was chosen to lead Commonwealth Financial Network’s® Women’s Advisor Council in 2024. Our mission recognizes the strength of our community of women advisors. We’re committed to creating a space where all feel supported, valued, and empowered and providing the tools to elevate women advisors' success.• I am interested in investing in businesses with social impact as an Angel. I have a special inclination for business in Latin America.• I hold an International MBA from IE Business School and am a Certified Exit Planning Advisor “CEPA” through the Exit Planning Institute.• I am bilingual with Spanish.Learn more about me at www.cammysmith.com. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Integrated Equity Management, 4850 Tamiami Trail North Suite 301 Naples, FL 34103, (651) 271-9541. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Integrated Equity Management
View- Website:
- integratedequity.net
- Employees:
- 15
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Ceo And PresidentIntegrated Equity ManagementFlorida, United States
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Ceo & PresidentIntegrated Equity Management Jan 2021 - PresentBloomington, Minnesota, UsWith 15 years of financial industry experience under my belt, I stepped into the CEO role at IEM in 2021. Following IEM’s values and legacy, my mission is to drive success by putting clients first, every time. I oversee operations and lead a team including financial advisors with $1.2 Billion of Assets Under Advisement. Together, we provide holistic financial planning and guide families for multi-generational wealth and security.*August 2024
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Chief Strategy OfficerIntegrated Equity Management Jan 2016 - Jan 2021Bloomington, Minnesota, UsAs Chief Strategist at IEM, I drove the vision and operational plan for continuous improvement and success. At the heart of every plan, lies the objective of exceptional client experience. It was (and still is) my mission to ensure clients receive personal guidance and the utmost care in managing their wealth now and for generations to come. From an operational standpoint, I helped modernize IEM’s processes and moved the firm to a new back-office solution that increased our efficiency and positioned us for long-term success.
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Owner + FounderRevive Consulting+ Mar 2016 - PresentMiami, Florida, UsIndependence • Growth • ESG Impact • SuccessionFor Private Wealth Management Firms and Financial Advisory Teamswww.reviveconsulting.co• Growth & Profitability Consulting for Private Wealth Management Firms• Succession Plan Design, Preparation, and Exit Execution• Independence for Breakaway Advisors• B/D-RIA Transition Due Diligence• Financial Services Industry Expertise• ESG Investing • Practical, Realistic Approach. Results-oriented. -
President, Women'S Advisor CouncilCommonwealth Financial Network Dec 2023 - PresentWaltham, Ma, Us -
Angel InvestorMiami Angels Jan 2021 - Nov 2021Miami, Florida, UsPrivate Investor in early-stage tech and social-impact start-up'sFlorida, USA, LatAmIndustry Agnostic -
Venture Capital AssociateCreas May 2015 - Dec 2015Madrid, Madrid, Es• Project sourcing, investment due diligence, portfolio company operations, verbal & written reports.• Investor presentations and stakeholder relations.• Business analysis, commercial planning, and strategic planning for Creas firm.• Built partnerships with development organizations and development banks. • Worked completely in Spanish. -
Associate PartnerIntegrated Equity Management Jan 2012 - Aug 2014Bloomington, Minnesota, Us• Awarded as Top 1% of all financial services professionals worldwide. • Increased firm revenue by 18% and reduced case preparation time by 35% by leading project implementation of two technology systems and process improvement.• Led C-level executive presentations of financial updates, results, and recommendations.• Oversaw business development, stakeholder relations, and team management.
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AssociateIntegrated Equity Management Aug 2007 - Jan 2012Bloomington, Minnesota, Us• Spearheaded multi-department service segmentation initiative to uncover opportunities and strengthen client retention. • Collaborated with firm executives, industry experts, and investment companies to find and implement new insights.• Analyzed industries, markets, trends, product, investment, and financial statement research.• Performed comprehensive financial planning including retirement preparation and distribution, education funding, executive compensation plans, estate & tax, and cash flow planning.• Synthesized and executed financial decisions; investment valuation, modeling, & strategy; portfolio and asset management; capital & real estate markets; financial analysis; tax minimization strategies; fundraising; life & long-term care insurance.
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English InstructorVenusa College Sep 2006 - Jul 2007• Facilitated classroom training sessions to native Spanish-speaking professionals and university students, established innovative programs for students, and revamped English curriculum.
Cammy Smith Skills
Cammy Smith Education Details
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Ie Business SchoolInternational Business -
University Of MinnesotaCarlson School Of Management Business Management
Frequently Asked Questions about Cammy Smith
What company does Cammy Smith work for?
Cammy Smith works for Integrated Equity Management
What is Cammy Smith's role at the current company?
Cammy Smith's current role is CEO and President.
What is Cammy Smith's email address?
Cammy Smith's email address is cammy.smith@ie.edu
What schools did Cammy Smith attend?
Cammy Smith attended Ie Business School, University Of Minnesota.
What skills is Cammy Smith known for?
Cammy Smith has skills like Strategy, Private Equity, Mergers And Acquisitions, Change Management, Operational Improvement, Leadership, Business Development, Problem Solving, International Business, Management Consulting, Venture Capital, Project Management.
Who are Cammy Smith's colleagues?
Cammy Smith's colleagues are Megan Kiel, Tim Smith, Charley Stewart, Cfp®, Ted Smith, Rhu, Clu, Chfc, Cltc.
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