Anthony D. Smith

About Anthony D. Smith

Clarity is a leadership advantage.When leaders see clearly, they make better decisions about people, risk, and capital.I’m Anthony D. Smith, MBA, a Benefits Strategist, Risk Advisor, and Leadership Partner who helps CEOs, CFOs, Presidents, and Boards turn insurance and employee benefits into tools for confidence, stability, and long-term growth.I partner with private schools and independent, board-governed education organizations, particularly those navigating growth, multi-campus complexity, and increasing stewardship responsibility. My perspective is shaped by firsthand experience working at both the campus level and with executive leadership, allowing me to connect day-to-day realities with board-level strategy.I also work closely with energy organizations, bringing operational, boots-on-the-ground experience alongside strategic advisory work. Earlier in my career, I worked on-site in energy operations and supply environments, supporting safety-focused teams and complex execution. That experience informs how I advise energy leadership teams on workforce risk, benefits strategy, and transition events, including M&A and global workforce considerations.Across industries, I help leadership teams navigate rising healthcare and benefits costs, talent retention and engagement challenges, renewal complexity, and organizational change. With experience across Employee Benefits and Property & Casualty, I help leaders align specialized expertise, reduce noise, and move decisions forward with clarity.My mission is simple: help leaders lead with confidence by transforming benefits from an expense into a strategic asset.I believe clarity is not just a leadership skill. It is a stewardship responsibility. Let’s ConnectIf you’re a CEO, President, CFO, or Board Member navigating growth or transition and want a clearer approach to benefits, people strategy, and risk. a••••••••@epicbrokers.com About EPIC Insurance Brokers & ConsultantsTop 20 U.S. broker |$1.2B+ revenue | clients

Experience

1. Associate Principal

   EPIC Insurance Brokers & Consultants

   Jan 2026 — Present

Education

• Stanford University Graduate School of Business

  Executive Education

• The University of Tulsa

  Bachelor’s Degree, Accounting

• Tuck Executive Education at Dartmouth

  Executive Education

• Wharton Executive Education

  Executive Education

• Columbia Business School

  Executive Education

• University of California, Berkeley, Haas School of Business

  Executive Education

• Sam Houston State University

  Master of Business Administration (M.B.A.), Management

• MIT Sloan School of Management

  Executive Education, Business Technology

Skills

• Data Analysis
• Teaching
• Analytical Skills
• Microsoft Office
• Statistics
• Education
• Research
• Financial Modeling
• Finance
• Microsoft Excel
• Strategic Planning
• Sap Erp
• Public Speaking
• Quantitative Research
• Business Process Improvement
• Analysis
• Accounting
• Financial Analysis
• Leadership
• Higher Education
• Marketing
• Management
• Business Analysis
• Economic Research
• Forecasting
• Teamwork
• Management Accounting