Lowell Smith
- Role
- Chief Compliance Officer at IRALOGIX
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Lowell Smith
I am CCO at iraLogix, IRALOGIX is redefining the IRA industry through unique, technology…
Experience
Chief Compliance Officer
Aug 2020 — Present
Education
Catawba College
BA, Political Science with Minors in Business Administration and Public Administration
1977 — 1981
Penn State University
MPA, Public Administration
1982 — 1983
Skills
- Pension Funds
- Investment Advisory
- Series 63
- Retirement Planning
- Defined Benefit
- Investment Strategies
- Simple Ira
- Personal Finance
- Pensions
- Strategic Planning
- Securities
- Mutual Funds
- Investment Management
- Series 7
- Employee Benefits
- Product Planning
- Financial Advisory
- Asset Managment
- 401k
- Product Development
- Life Insurance
- Product Strategies
- Fixed Annuities
- Asset Allocation
- Iras
- 401(K) Retirement Savings Plans
- Sep Ira
- Strategy
- Roth Ira
- Investments
- Market Needs Analysis
- Strategic Vision
- Series 6
- Wealth Management
- Fiduciary Services
- Asset Management
- Portfolio Management
- Estate Planning
- Entrepreneurship
- Retirement
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