Melissa Smith-Pcc Cpba

About Melissa Smith-Pcc Cpba

With over two decades of executive-level experience inside America’s largest financial…

Experience

1. Founder, Executive Certified Coach

   Melissa B Smith Llc

   May 2018 — Present · Charlotte, NC, US

   Certified Executive Coach with hours of 1:1 experience with more than 600 clients in over 50 companies in the Americas, EMEA, and APAC representing: Aerospace, Entertainment, Financial Services, Fashion, Food, Manufacturing, Non-Profit, Packaging, Package Delivery, Pharmaceutical, and Technology. Proficient in content development and facilitation skills that educate, inspire, and promote inclusion and collaboration. Innovative financial industry leader with extensive experience developing strategic plans that generate revenue, increase new business development and enhance client loyalty. Client and financial advisor subject-matter expert with a history of success leading and managing teams to achieve optimal business goals. A passionate advocate for charities in the Charlotte area.

Education

• The University of Akron

  MA

• Ohio Northern University

  Bachelor of Music Education

Skills

• Series 7
• Investments
• Public Speaking
• Recruiting
• Retirement Planning
• Strategy
• Women and Retirement Subject Matter Expert
• Mutual Funds
• Risk Management
• Qualitative Researcher
• Analysis
• Public Speaker
• Retail
• Financial Analysis
• Retirement
• Management
• Wealth Management
• Client Experience
• Strategic Planning
• Leadership
• Finance
• Financial Services