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Kathleen Smith

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Kathleen Smith

Senior Vice President of Operations | LT Trust, A Division of American Trust

Castle Rock, Colorado, United States

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Kathleen Smith

Summary

Kathleen Smith is a seasoned financial services executive with over two decades of experience in operations management and strategic planning. Currently serving as the Senior Vice President of Operations at LT Trust Company, she excels in leading multi-functional teams and implementing process improvements that drive efficiency and enhance customer service. Kathleen has a strong background in managing large projects, overseeing significant budgets, and ensuring compliance with regulatory standards. Her expertise spans various domains, including asset management, retirement planning, and risk management, making her a valuable asset in the financial sector. Kathleen is known for her ability to foster employee development and create metrics for organizational growth. With a Master's degree in Management from Boston University, she blends academic knowledge with practical experience to achieve outstanding results.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Kathleen Smith

Work Experience

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Senior Vice President of Operations at

LT Trust, A Division of American Trust

February 2013 - Present

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Vice President - New Business at

Jackson National

August 2009 - October 2012

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Vice President- Operations at

Jackson National Life Insurance

June 2005 - August 2009

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AVP - Operations at

Curian Capital

March 2003 - August 2005

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Assistant Vice President at

National Planning Holdings LLC

June 2004 - June 2005

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Assistant Vice President-Operations at

Curian Clearing

March 2003 - June 2004

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Business Analyst/User Acceptance Department at

NATIONAL PLANNING CORP.

March 2003 - June 2004

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First Vice President-Brokerage Operations at

Jackson National Life

January 1999 - March 2003

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Brokerage Operations Manager at

Comerica Securities, Inc.

January 1998 - January 1999

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Trader at

First Of America Securities

January 1997 - January 1998

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Brokerage Operations Manager at

SII Investments

January 1995 - January 1997

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Relationship Supervisor at

First Of America Securities

January 1991 - January 1995

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Kathleen Smith

Education

Boston University, Masters Of Science

January 2008 - January 2010

Western Michigan University, Bba

January 1986 - January 1990

Frequently Asked Questions about Kathleen Smith

What is Kathleen Smith email address?

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

What company does Kathleen Smith work for?

Kathleen Smith is a Senior Vice President of Operations at LT Trust, A Division of American Trust, a company specializing in Monetary Authorities-Central Bank.

Where Kathleen Smith graduated from?

Kathleen Smith holds a degree in Management from Boston University.

How can I directly contact Kathleen Smith?

To contact Kathleen Smith directly, you can use the email address **************@lttrust.com. Complete contact information is available upon registration with Muraena.

Who is Kathleen Smith?

Kathleen Smith is a seasoned financial services executive with over two decades of experience in operations management and strategic planning. Currently serving as the Senior Vice President of Operations at LT Trust Company, she excels in leading multi-functional teams and implementing process improvements that drive efficiency and enhance customer service. Kathleen has a strong background in managing large projects, overseeing significant budgets, and ensuring compliance with regulatory standards. Her expertise spans various domains, including asset management, retirement planning, and risk management, making her a valuable asset in the financial sector. Kathleen is known for her ability to foster employee development and create metrics for organizational growth. With a Master's degree in Management from Boston University, she blends academic knowledge with practical experience to achieve outstanding results.

Kathleen`s contact details

mail

**************@lttrust.com

**************@jackson.com

**************@ltretire.com

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