Brian Smith, QPA, QKC, QKA

Brian Smith has held the positions of Senior Institutional Sales Director, Senior Director of Sales - East, Regional Sales Director, Retirement Plan Consultant, Director, Business Development, Regional Vice President, Retirement Sales, and Regional Vice President over the past 20 years. Starting in 2000, they held the role of Regional Vice President at Nationwide Financial until 2008. Brian then moved to Guardian Life Insurance as Regional Vice President, Retirement Sales until 2012. From 2012 to 2013, Brian held the position of Director, Business Development at Tegrit Group/Summit Retirement Plan Services. Brian then moved to Trinity Pension Consultants as a Retirement Plan Consultant from 2013 to 2018. Since 2018, Brian has been working at July Business Services as Senior Institutional Sales Director, Senior Director of Sales - East, and Regional Sales Director.

Brian Smith earned a B.S.B.A in Marketing from The Ohio State University Fisher College of Business from 1995 to 1999. Brian also earned a Bachelor of Science Business Administration (B.S.B.A) in Marketing from The Ohio State University during the same time period.