Steve Smith

Steve Smith is a Managing Agent currently self-employed, specializing in wealth management consulting. With a diverse career that includes roles in business development, financial advising, and cost recovery consulting, Steve has demonstrated expertise in improving cash flow and client relations. They have worked with notable firms such as Core Business Solutions, Equis Financial, and ZM Financial Systems. Steve holds an MBA in Finance and Marketing from Emory University and a BA in Chemistry and Economics from The University of North Carolina at Chapel Hill.