Abe Smith
Partner @Lakeshore Benefit Alliance
Birmingham, AL, US
EMAILS
a•••@lakeshore-benefits.com
MOBILE NUMBERS
+12•••••••23
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WORK HISTORY
Jul 2010 — Present
Partner @Lakeshore Benefit Alliance
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Birmingham, AL
Financial Advisor
EDUCATION
1998 — 2002
Auburn University
Bachelor of Science (BS)
SKILLS
Financial PlanningPaper PreparationDocument PreparationAdvanced Microsoft Word, Outlook & PowerpointDocument FormattingIncident ManagementSystem AdministrationSeries 7Securities401kRecords ManagementProcedure DevelopmentRelationship DevelopmentComplex Diary ManagementIT OperationsResearchOffice ManagementProject ManagementLine ManagementRetirementManaging DeadlinesProject PlanningMinute TakingEvents OrganisationPurchase OrdersMeeting AdministrationCustomer FocusTraining DeliveryFinanceRetirement PlanningProgram ManagementInformation TechnologyEvent PlanningIntermediate Excel, Onenote & VisioEfficiency MaximisationLife InsuranceMicrosoft OfficeGroup Benefit PlansFixed AnnuitiesBudget Monitoring
ABOUT ABE SMITH
I have been providing benefits consulting to Alabama and surrounding businesses for 20+…
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