Sheri Smith

Sheri Smith is an acquisition marketing leader with over 15 years of experience in client acquisition, marketing operations, and advisor growth strategies within the wealth management and financial services sectors. Currently serving as Vice President of B2B Acquisition Marketing at Carson Group, they previously held senior roles at LPL Financial and Goldman Sachs, focusing on growth and sales strategy. Sheri's expertise lies in developing and executing demand generation strategies that enhance client retention and drive scalable growth. They are also pursuing a B.A. in Psychology at Dominican University of California.