Brian Smith, CFP®

Brian Smith, CFP®, has a diverse work experience that spans various roles and industries. Brian is currently working as a Senior Sales Executive at Taxfyle since February 2023. Prior to this, they served as an Account Executive at Taxfyle from October 2022 to February 2023.

From August 2021 to October 2022, Brian was the Head of Advisor Sales at GoalBased Investors. In this role, they focused on reducing client acquisition costs for financial advisors by educating them about the company's free lead generation platform.

Brian's experience in the banking sector includes their role as Assistant Vice President - Corporate Finance: Mergers & Acquisitions at M&T Bank from September 2019 to August 2021. During their tenure, they worked on significant deals such as MTB's $7.6B acquisition of Peoples United and MTB's partnership with LPL Financial. Brian was also involved in the sale of the Wilmington Trust business unit.

Prior to their banking experience, Brian worked as a Senior Wealth Planning Associate at Glenmede from October 2014 to September 2019. Brian also gained valuable experience in the financial industry as a Client Relationship Associate at Vanguard from July 2013 to October 2014, where they educated and assisted customers on Vanguard's funds and strengthened client connections.

Before entering the financial industry, Brian had internships and managerial roles in other sectors. Brian was an Operations Intern at Hugh & Crye from January 2013 to April 2013, Manager at Dusk Management Group from May 2012 to August 2012, and Regional Financial Planning & Analysis Intern at Caesars Entertainment Corporation from June 2011 to August 2011.

Overall, Brian Smith's work experience showcases their diverse skill set and expertise in sales, finance, wealth planning, and client relations.

Brian Smith, CFP®, attended American University - Kogod School of Business from 2009 to 2013, where they earned a Bachelor of Science degree in Business Administration. In 2011, they also had a brief stint at Universita degli Studi Roma Tre, focusing on International Business.

In terms of additional certifications, Brian obtained a Certified Financial Planner (CFP) designation from the CFP Board in April 2020. Brian also holds a Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals, acquired in January 2022. Furthermore, they have a mention of being a Certified Digital Asset Advisor from Interaxis, although the specific details such as the obtaining month and year are not provided.