Shannon Smith is a high-skilled expert, that works in Fourth Floor main office of which is in 4. as a Business Intelligence Intern since 2020. Shannon Smith gained professional experience in more than 22 positions at different companies. Shannon Smith went to the Duke University and got education there from 2018 to 2022. This person has these qualifications: Certified 401(K) Professional, Certified Financial Planner, and Certified Plan Fiduciary Advisor. Seattle, Washington is the area, where the professional was known to be located. Shannon Smith's email address and number can be accessed through Connexy on demand.
Name variants:
Shanon Smith
Contact Information
Last Update
Jul 2, 2022
Email
sh**@yahoo.com, sh**@okstate.edu
Location
Seattle, WA
Company
Fourth Floor
Workplace
Business Intelligence Intern
Work History
Director of Finance
570 Lexington Ave, New York, NY 10022
Overseeing accounting, budgeting, grants management, auditing, retirement plans, insurance, process improvements and more.
from Oct 2019
Care Specialist
8700 Tesoro Dr SUITE 160, San Antonio, TX 78217
from Oct 2018
Finance and Operations Consultant
252 west 37Th St SUITE 400, New York, NY 10018
Customized the Chart of Accounts and implemented policies and procedures. Provide bookkeeping, budgeting, and administrative services.
from Feb 2018
Public Health Program Specialist I
651 Pine St, Martinez, CA 94553
Feb 2017 — Jun 2018
Managing Director, Financial Advisor, Rjfs
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Parkway W...
from 2017
Behavioral Health Program Coordinator
818 Webster St, Oakland, CA 94607
Mar 2014 — Feb 2017
Director of Operations Overseeing Finances, Human Resources, Payroll, Benefits, Marketing, and Fundraising
New York, NY
The mission of Beat the Streets is to develop the full human and athletic potential of the urban youth and to strengthen the culture of New York City wrestling.We believe that the sport of w...
Sep 1, 2013 — Sep 2019
Office Manager
New York, NY
Managed day to day office and facility operations. Assumed bookkeeping responsibilities and financial reporting. Implemented data management systems.
Jun 2012 — Aug 2013
Behavioral Health Care Coordinator
39465 Paseo Padre Pkwy SUITE 2100, Fremont, CA 94538
Apr 2011 — Oct 2013
Administrative Assistant
405 west Hall Of Fame Ave, Stillwater, OK 74075
Provided customer service and administrative support in the office, museum, and store. Assisted with CRM database management and special events.
May 2008 — Jun 2012
Cfpâ , Registered Principal
880 Carillon Pkwy, St Petersburg, FL 33716
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. For more important disclosure information, please see “Social Media Disclosure” link in the “Contact Inf...
Nov 2007 — Sep 2017
Wealth Management Advisor, First Vice President
New York, NY
Chartered Retirement Planning Counselor℠, CRPC® and Chartered Retirement Plans Specialist℠, CRPS® are registered service marks of the College for Financial Planning.
C(k)P® and Certified 4...
from Sep 2004
Education
2018 — 2022
2014 — 2018
2010 — 2012
2008 — 2011
2008 — 2011
2005 — 2006
2001 — 2003
2000 — 2004
1986 — 1990
Occupations
Advisor
Executive
Vice President
Counselor
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Community Outreach
Fluent In Spanish
Program Development
Quality Improvement
Program Coordination
Integrated Behavioral Health Model
Integrated Health Care
Program Evaluation
Program Implementation
Piloting
Writing
Leadership
Communication
Organizational Leadership
Financial Services
Personal Financial Planning
Certified Financial Planner
Wealth Management
Financial Advisory
Securities
Retirement Planning
Mutual Funds
Event Planning
Fundraising
Social Media
Management
Customer Service
Event Management
Microsoft Office
Nonprofits
Nonprofit Organizations
Project Management
Small Business Financial Management
Budgeting
Analytical Skills
Bookkeeping
Quickbooks
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Microsoft Outlook
Microsoft Publisher
Adp Payroll
Team Building
Decision Making
Time Management
Multitasking
Organization Skills
Raiser's Edge
Google Drive
Prioritize Workload
Constant Contact
Administrative Assistants
Events
Non Profits
Public Relations
Volunteer Management
Social Networking
Research
Public Speaking
Grant Writing