Kim S. Smith
Financial Advisor at One2One Financial and Insurance Solutions
- Role
- Financial Advisor at One2one Financial And Insurance Solutions
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Kim S. Smith
Knowledge is the key to a successful financial future. My background, experience and…
Experience
Financial Advisor
One2one Financial And Insurance Solutions
Aug 2014 — Present · Pleasanton, CA, US
I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services
Skills
- Budget Monitoring
- Department Budgeting
- Business Analysis
- Mentoring
- Brio Reports
- Brio Explorer
- Plannning
- Brio Query
- Budget Forecasts
- Microsoft Excel
- Budget Reconciliation
- Project Management
- Large-Scale Budget & Financial Planning
- Budgets
- Reports
- Administrative Organization
- Financial Reporting
- Vendor Management
- Leadership
- Management
- Proposal Writing
- Communication
- Data Mining
- Analysis
- Financial Analysis
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