I have more than 10 years of professional business management and financial analysis experience. Over these 10 years, I’ve lived in Boston and New York and have had the pleasure of managing the finances for numerous industries including, non-profits manufacturers, retailers, restaurants, and construction companies. While in New York, I worked for a sell side brokerage and obtained my Series 7 & 63 licenses to market and sell stocks. In Boston, I worked as a portfolio management software consultant and, as a result, have advanced knowledge of excel. With this breadth of knowledge and experience, I’ve started my own business, Smith Executive Services, providing business owners deeper awareness of finances and ultimately delivering peace of mind.
Our Office —
Collamer Building 480 Broadway
Saratoga Springs, NY 12866
(617) 909-1041