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Brian Smith

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Brian Smith

Sales Advisory Board Member | Taxfyle

Miami, Florida, United States

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Brian Smith

Summary

Brian Smith, a seasoned Senior Sales Executive at Taxfyle, has a diverse background spanning accounting, financial planning, and business development. With a strong foundation in agile methodologies and a wealth of experience in managing high-net-worth clients, he excels in driving sales and fostering client relationships. His role on the Apollo Sales Advisory Board showcases his commitment to innovation and peer collaboration in the software industry. Brian's previous positions at M&T Bank and Vanguard highlight his expertise in corporate finance and client relations. He holds a Bachelor of Science in Business Administration from American University and has studied International Business at Universita degli studi Roma tre. Brian is passionate about leveraging technology to enhance financial services and improve client experiences. He is also known for his strategic approach to problem-solving and his ability to adapt in fast-paced environments, making him a valuable asset to any organization.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Startup Experience

Corporate Experience

Brian Smith

Work Experience

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Sales Advisory Board Member at

Apollo.io

July 2023 - Present

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Senior Sales Executive at

Taxfyle

February 2023 - Present

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Assistant Vice President - Corporate Finance: Mergers & Acquisitions at

M And T Bank

September 2019 - August 2021

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Senior Wealth Planning Associate at

GLENMEDE LIMITED

October 2014 - September 2019

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Client Relationship Associate at

Vanguard

July 2013 - October 2014

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Operations Intern at

Hugh & Crye, LLC

January 2013 - April 2013

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Regional Financial Planning & Analysis Intern at

Caesars Entertainment

June 2011 - August 2011

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Brian Smith

Education

American University - Kogod School of Business, Bachelor Of Science

January 1970 - January 1970

Universita degli studi Roma tre, International Business

January 1970 - January 1970

Frequently Asked Questions about Brian Smith

What is Brian Smith email address?

Brian Smith's primary email address is *****@apollo.io. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brian Smith work for?

Brian Smith is a Sales Advisory Board Member at Taxfyle, a company specializing in Accounting, auditing, & bookkeeping.

Where Brian Smith graduated from?

Brian Smith holds a degree in Business Administration from American University - Kogod School of Business.

How can I directly contact Brian Smith?

To contact Brian Smith directly, you can use the email address *****@apollo.io. Complete contact information is available upon registration with Muraena.

Who is Brian Smith?

Brian Smith, a seasoned Senior Sales Executive at Taxfyle, has a diverse background spanning accounting, financial planning, and business development. With a strong foundation in agile methodologies and a wealth of experience in managing high-net-worth clients, he excels in driving sales and fostering client relationships. His role on the Apollo Sales Advisory Board showcases his commitment to innovation and peer collaboration in the software industry. Brian's previous positions at M&T Bank and Vanguard highlight his expertise in corporate finance and client relations. He holds a Bachelor of Science in Business Administration from American University and has studied International Business at Universita degli studi Roma tre. Brian is passionate about leveraging technology to enhance financial services and improve client experiences. He is also known for his strategic approach to problem-solving and his ability to adapt in fast-paced environments, making him a valuable asset to any organization.

Brian`s contact details

mail

*****@apollo.io

***********@taxfyle.com

Colleagues

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Operations Manager

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Will Sahatdjian

Co-Founder & CTO

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Michael Mouriz

Co-Founder & COO

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