Brett Smith

Brett Smith Work

Co-Founder, Private Wealth Management Advisor

@ Upstate Legacy Planning Group

U

Field Force Officer

@ United States Military Academy

L

Owner

@ Living Word Bookstore

Brett Smith Education

1999 - 2001 MBA in Finance & Strategic Management; Accounting & Entrepreneurship

The University of Chicago Booth School of Business
1990 - 1994 BS in Environmental Engineering

United States Military Academy at West Point
1985 - 1989 Diploma

Richland Center High School

Brett Smith Skills

LeadershipEstate PlanningDevelopmentExecutive Benefit StrategiesConsultingFixed AnnuitiesRetirement SavingsMentoring TeamsWealth Preservation PlanningInsuranceLong Term Business PlanningRetirement PlanningTraining and DevelopmentSalesFinancial PlanningWealth Management ServicesRetirement BenefitsEducation FundingInvestmentsGroup InsuranceVariable AnnuitiesMentoringWealth PreservationRetirement Plan ConsultingStrategic PlanningFinancial ServicesAsset ProtectionWealth ManagementLife InsuranceMutual FundsBusiness PlanningDistribution ManagementInvestment StrategiesRisk AssessmentGroup Benefit PlansPublic CompaniesMarketingRisk ManagementNew Business DevelopmentStocksMilitary ExperienceTeam DevelopmentCertified Financial PlannerLong Term Business RelationshipsFinancial AnalysisDisability InsuranceLong Term Care InsuranceSuccession PlanningMoney Market AccountsPersonal FinanceTerm Life InsuranceProblem SolvingMarketing StrategyHealth InsuranceServicesFinancial AuditsEmployee BenefitsInvestment ManagementPowerPointPublic SpeakingHuman ResourcesFinanceMicrosoft OfficeMicrosoft WordMicrosoft ExcelTrainingCustomer ServiceManagementProject ManagementRecruiting

Brett Smith Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Brett Smith currently works at Upstate Legacy Planning Group as Brett Smith - Co-Founder, Private Wealth Management Advisor at Upstate Legacy Planning Group.

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