Abe Smith
Partner at Lakeshore Benefit Alliance Specializing in Health Insurance Consulting for Companies with 20-1000 Employees
- Role
- Partner at Lakeshore Benefit Alliance
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Abe Smith
I have been providing benefits consulting to Alabama and surrounding businesses for 20+…
Experience
Partner
Jul 2010 — Present · Birmingham, AL
Financial Advisor
Education
Auburn University
Bachelor of Science (BS)
1998 — 2002
Skills
- Financial Planning
- Paper Preparation
- Document Preparation
- Advanced Microsoft Word, Outlook & Powerpoint
- Document Formatting
- Incident Management
- System Administration
- Series 7
- Securities
- 401k
- Records Management
- Procedure Development
- Relationship Development
- Complex Diary Management
- IT Operations
- Research
- Office Management
- Project Management
- Line Management
- Retirement
- Managing Deadlines
- Project Planning
- Minute Taking
- Events Organisation
- Purchase Orders
- Meeting Administration
- Customer Focus
- Training Delivery
- Finance
- Retirement Planning
- Program Management
- Information Technology
- Event Planning
- Intermediate Excel, Onenote & Visio
- Efficiency Maximisation
- Life Insurance
- Microsoft Office
- Group Benefit Plans
- Fixed Annuities
- Budget Monitoring
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