Tricia Smith

Tricia Smith Email and Phone Number

Retirement Plan Specialist at Muncaster Financial Group @ Muncaster Financial Group
greenville, south carolina, united states
Tricia Smith's Location
Greenville, South Carolina, United States, United States
Tricia Smith's Contact Details

Tricia Smith personal email

n/a
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.

Tricia Smith's Current Company Details
Muncaster Financial Group

Muncaster Financial Group

View
Retirement Plan Specialist at Muncaster Financial Group
greenville, south carolina, united states
Website:
muncasterfinancial.com
Employees:
5
Tricia Smith Work Experience Details
  • Muncaster Financial Group
    Retirement Plan Specialist
    Muncaster Financial Group Oct 2015 - Present
    Greenville, South Carolina
    View
  • Serrus Capital Partners
    Vice President - Investor Relations
    Serrus Capital Partners 2013 - 2015
    Greenville, Sc
  • Nfp-Cba
    Client Manager/Analyst
    Nfp-Cba 2012 - 2013
  • Centillion Partners/Elliott Davis Investment Advisors
    Managing Director/Analyst
    Centillion Partners/Elliott Davis Investment Advisors May 2002 - May 2012
    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 receivable, payroll, and benefits coordination.
  • The Robinson-Humphrey Company/Salomon Smith Barney
    Analyst
    The Robinson-Humphrey Company/Salomon Smith Barney 1993 - May 2002
    Greenville, South Carolina

Tricia Smith Skills

Investments Management Crm Portfolio Management Equity Research Performance Reporting Rfp Mutual Funds Investor Relations Mergers And Acquisitions Public Speaking Mutual Fund Analysis Investment Policy Statement Design Fiduciary Education 401 Participant Education Client Relationship Management

Tricia Smith Education Details

Frequently Asked Questions about Tricia Smith

What company does Tricia Smith work for?

Tricia Smith works for Muncaster Financial Group

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

Tricia Smith's current role is Retirement Plan Specialist at Muncaster Financial Group.

What is Tricia Smith's email address?

Tricia Smith's email address is tr****@****rus.com

What schools did Tricia Smith attend?

Tricia Smith attended Davidson College.

What skills is Tricia Smith known for?

Tricia Smith has skills like Investments, Management, Crm, Portfolio Management, Equity Research, Performance Reporting, Rfp, Mutual Funds, Investor Relations, Mergers And Acquisitions, Public Speaking, Mutual Fund Analysis.

Who are Tricia Smith's colleagues?

Tricia Smith's colleagues are Bryan Newton, Debbie Brown, James Wells, Richard Muncaster, Thomas Simmons, Cpa, Sheri Muncaster.

Not the Tricia Smith you were looking for?

  • Tricia Smith

    Tricia Smith
    Philadelphia, Pa
    4
    nordstrom.com, michaelkors.com, tillys.com, anthropologie.com

    1 (206) 6XXXXXXX

  • Tricia Smith

    Tricia Smith
    Technology Sales Leader | Driving Digital Transformation In Energy & Utilities | Cultivating Client Partnerships With Technology & Connectivity Solutions
    Houston, Tx
    3
    gmail.com, att.com, att.com
  • Tricia Smith

    Tricia Smith
    Portfolio Strategy Manager, Cbre At Google
    Santa Clara, Ca
  • Tricia Smith

    Tricia Smith
    Senior Director Program Management - Transformational Agile Leader/Coach For Strategic Client And Organizational Success
    Greater Philadelphia
    3
    phenompeople.com, ipipeline.com, kc-education.com

    1 +148487XXXXX

  • Tricia Cunningham

    Tricia Cunningham
    Greater Chicago Area
    3
    achernick.com, gmail.com, infinicept.com
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.