Retirement Plan Specialist
Current
Oct 2015 - Present
AeroLeads people directory · profile
Tricia Smith Email & Phone Number
Retirement Plan Specialist at Muncaster Financial Group
at
Muncaster Financial Group
1 work email found
@muncasterfinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Specialist at Muncaster Financial Group
Location
Greenville, South Carolina, United States
Company size
Who is Tricia Smith? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tricia Smith is listed as Retirement Plan Specialist at Muncaster Financial Group at Muncaster Financial Group, a company with 5 employees, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at muncasterfinancial.com and a matched LinkedIn profile for Tricia Smith.
Tricia Smith previously worked as Retirement Plan Specialist at Muncaster Financial Group and Vice President - Investor Relations at Serrus Capital Partners. Tricia Smith holds Bachelor Of Arts (B.A.), Economics from Davidson College.
Company email context
Email format at Muncaster Financial Group
This section adds company-level context without repeating Tricia Smith's masked contact details.
{first}@muncasterfinancial.com
89% confidence
AeroLeads found 1 current-domain work email signal for Tricia Smith. Compare company email patterns before reaching out.
Profile bio
About Tricia Smith
Tricia Smith is a Retirement Plan Specialist at Muncaster Financial Group at Muncaster Financial Group. She possess expertise in investments, management, crm, portfolio management, equity research and 11 more skills.
Listed skills include Investments, Management, Crm, Portfolio Management, and 12 others.
Current workplace
Tricia Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Muncaster Financial Group
5 roles · 33 years
Tricia Smith work experience
A career timeline built from the work history available for this profile.
Vice President - Investor Relations
Serrus Capital Partners
2013 - 2015
~2 yrs
Client Manager/Analyst
Nfp-Cba
2012 - 2013
~1 yr
Managing Director/Analyst
Centillion Partners/Elliott Davis Investment Advisors
Dedicated investment professional with nearly twenty years of experience in the corporate retirement plan marketplace. Excellent client management skills. Strong attention to detail, ability to multi-task, and analytical abilities. Has also filled various office management roles, including technology coordination, supplies management, accounts payable and.
May 2002 - May 2012
Analyst
The Robinson-Humphrey Company/Salomon Smith Barney
1993 - May 2002
Team & coworkers
Colleagues at Muncaster Financial Group
Other employees you can reach at muncasterfinancial.com. View company contacts for 5 employees →
SM
Sheri Muncaster
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
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DB
Debbie Brown
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
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BN
Bryan Newton
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
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JW
James Wells
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
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RM
Richard Muncaster
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
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TS
Thomas Simmons, Cpa
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
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Sheri Muncaster
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
View →
DB
Debbie Brown
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
View →
BN
Bryan Newton
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
View →
JW
James Wells
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
View →
RM
Richard Muncaster
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
View →
TS
Thomas Simmons, Cpa
Colleague at Muncaster Financial GroupGreenville, South Carolina, United States, United States
View →
1 education record
Tricia Smith education
FAQ
Frequently asked questions about Tricia Smith
Quick answers generated from the profile data available on this page.
What company does Tricia Smith work for?
Tricia Smith works for Muncaster Financial Group.
What is Tricia Smith's role at Muncaster Financial Group?
Tricia Smith is listed as Retirement Plan Specialist at Muncaster Financial Group at Muncaster Financial Group.
What is Tricia Smith's email address?
AeroLeads has found 1 work email signal at @muncasterfinancial.com for Tricia Smith at Muncaster Financial Group.
Where is Tricia Smith based?
Tricia Smith is based in Greenville, South Carolina, United States while working with Muncaster Financial Group.
What companies has Tricia Smith worked for?
Tricia Smith has worked for Muncaster Financial Group, Serrus Capital Partners, Nfp-Cba, Centillion Partners/Elliott Davis Investment Advisors, and The Robinson-Humphrey Company/Salomon Smith Barney.
Who are Tricia Smith's colleagues at Muncaster Financial Group?
Tricia Smith's colleagues at Muncaster Financial Group include Sheri Muncaster, Debbie Brown, Bryan Newton, James Wells, and Richard Muncaster.
How can I contact Tricia Smith?
You can use AeroLeads to view verified contact signals for Tricia Smith at Muncaster Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Tricia Smith attend?
Tricia Smith holds Bachelor Of Arts (B.A.), Economics from Davidson College.
What skills is Tricia Smith known for?
Tricia Smith is listed with skills including Investments, Management, Crm, Portfolio Management, Equity Research, Performance Reporting, Rfp, and Mutual Funds.
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