D. Alan Smith
20+ years in Financial Services + Management Consulting | Global Strategy and Technology Transformation Expert
- Role
- Principal at Capco
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About D. Alan Smith
Over the past 20+ years, I\'ve helped banks, fintechs, and financial services firms…
Experience
Principal
Jan 2020 — Present · Charlotte, NC, US
Leader responsible for developing and executing business strategy to help financial service firms grow through building high performing products, implementing cutting-edge technology, and driving business model transformation that increases efficiency, profitability, and competitiveness.
Education
University of North Carolina at Charlotte
Bachelor of Science
HKUST Business School
MBA, International Business
Indiana University - Kelley School of Business
MBA, Marketing and Finance
Skills
- Private Banking
- Credit
- Financial Modeling
- Portfolio Management
- Series 7
- Financial Planning
- Financial Services
- Investment Management
- Retirement Planning
- Project Management
- Banking
- Cash Management
- Credit Analysis
- Finance
- Strategic Financial Planning
- Business Development
- Wealth Management
- Financial Analysis
- Investments
- Management
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