Brennan Smith

Brennan Smith is a Corporate Financial Analyst at Sarnova since June 2023, bringing a wealth of experience in financial services. Prior to Sarnova, Brennan worked for Meeder Investment Management as a Transfer Agent/Operation Specialist from August 2016 to June 2023, managing trading for various funds and demonstrating expertise in bank reconciliations and mutual fund share balancing. Earlier, Brennan served as a Service Review Analyst at Morgan Stanley Wealth Management from September 2013 to August 2016, where significant contributions included piloting the Service Review Unit and obtaining a FINRA Series 99 Securities License. Brennan's career began at PNC as a Branch Financial Sales Representative and Online Banking Representative, and includes roles at Giant Eagle as Front End Coordinator and Customer Service Clerk. Brennan holds a Bachelor of Arts degree from Otterbein University, completed in 2009.