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Brian Smith
Brian Smith
Sales Advisory Board Member | Taxfyle
Miami, Florida, United States
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.
Brian Smith
Work Experience
Sales Advisory Board Member at
Apollo.io
July 2023 - Present
Senior Sales Executive at
Taxfyle
February 2023 - Present
Assistant Vice President - Corporate Finance: Mergers & Acquisitions at
M And T Bank
September 2019 - August 2021
Senior Wealth Planning Associate at
GLENMEDE LIMITED
October 2014 - September 2019
Client Relationship Associate at
Vanguard
July 2013 - October 2014
Operations Intern at
Hugh & Crye, LLC
January 2013 - April 2013
Regional Financial Planning & Analysis Intern at
Caesars Entertainment
June 2011 - August 2011
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
*****@apollo.io
***********@taxfyle.com
Colleagues
Operations Manager
Co-Founder & CTO
Co-Founder & COO