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

  1. Partner

    Lakeshore Benefit Alliance

    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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