Marissa Karam

Client Service Lead

Role: Client Services Team Lead at W.A. Smith Financial Group
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Marissa Karam

Marissa is a client service representative and team leader at W.A. Smith Financial Group.…

Experience

Client Services Team Lead
W.A. Smith Financial Group
Nov 2018 — Present · Sandusky, OH, US

Education

Strayer University
Associate's degree, Business Administration and Management, General
2009 — 2012
Ohio Media School
Radio, Television, and Digital Communication
2013 — 2014

Skills

Organization
Budgets
Creative Writing
Voice Tracking
Commercials
Team Building
Management
Tv News Production
Product Development
Retail
Field Producing
Purchasing
Forecasting
Cold Calling
Time Management
Salesforce.com
Promotions
Pricing
Microsoft Office
Sales
Data Entry
Entertainment
Photoshop
Radio Advertising
Data Analysis
Radio Producing
As400 System
Negotiation
Customer Satisfaction
Radio Promotions
Digital Marketing
Marketing
Snag IT
Marketing Strategy
Merchandising
Social Networking
Final Cut Pro
Supply Chain
Voice Over
Radio Production

Contact information

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Work email
•••••@wasmithfinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

W.A. Smith Financial Group

Financial Services · 27 employees · Sheffield Village, Ohio, United States

A 2026 USA Today Best Financial Advisory Firm At W.A. Smith Financial Group, we aim to empower you to live your retirement dreams. We specialize in holistic financial planning and investment management, working alongside individuals, families, and business owners to pursue a secure and fulfilling future. We also aim to develop financial plans that are built around your retirement vision. We believe retirement is about living a life that excites you, not just a number on a page. Our team of experienced advisors takes a personalized approach, crafting comprehensive plans that address your unique goals, values, and aspirations. We have decades of experience helping clients navigate the complexities of: - Retirement income planning - Investment management - Tax strategies - Estate planning - Healthcare planning We work with individuals, families, and business owners who come from diverse backgrounds and share a common goal: to feel confident about their financial future and enjoy a comfortable retirement. Ready to take the next step toward building a new retirement plan? Schedule a complimentary call today to explore how we can help you work towards achieving your financial goals. You can also start by joining Ascend360 Insider, where we cover common questions and concerns about financial planning in weekly episodes with our Founder and CEO, Bill Smith, RICP®, MRFC®. Click the link in our bio to book a 30-minute call with someone on our team.

wasmithfinancial.com

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About Marissa Karam

Experience

Client Services Team Lead

Education

Strayer University

Ohio Media School

Skills

Find verified contacts for anyone on LinkedIn