Mark Smith
Financial Advisor @Sentinel Financial Management Limited
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WORK HISTORY
Financial Advisor @Sentinel Financial Management Limited
Kelowna, BC, CA
Working with Small Business Owners and their family, educating with their Insurance planning needs. Helping with: Benefits for the Self Employed and their Family’s Helping to protect a business owner through Disability, Buy/Sell and Key Man Protection Protection Families through Mortgage Protection, Retirement Planning and various Tax deferral strategies
EDUCATION
Southern Alberta Institute of Technology (SAIT)
Business, Management, Marketing, and Related Support Services
Southern Alberta Institute of Technology (SAIT)
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
SKILLS
ABOUT MARK SMITH
I\'ve been described as a focused, results-driven and highly organized Sales Professional offering 20+ years of experience in sales and marketing, Financial Services, business management. Throughout my career I have had the benefit of experiencing different roles that have allowed me to not only understand the client experience myself by working directly with clients, but I\'ve also had the opportunity to train those new to the industry looking to make a difference. Most recently I\'ve had the opportunity to work along side seasoned Advisors in a compliance capacity, working with them to protect their business and ensuring their clients are always viewed with a \'Client first\' approach.
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