Steve Smith
Managing Agent at Self-employed
- Role
- Cost Recovery Advisor at Equis Financial
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Steve Smith
Wealth Management Consulting Advisor Connect with me using: …
Experience
Cost Recovery Advisor
Mar 2013 — Present
Creating Cash Flow Is What We do\" CORE Solutions Group, LLC is one of the nation\'s leading cost recovery consulting firms specializing in engineering- based cost segregation studies, property tax recovery, research & development tax credits, sustainable building energy studies and retrofits, and Green Guarantee funding programs. The CORE group is comprised of highly credentialed Tax Professionals, Attorneys, Appraisers, Engineers and Commercial Building Consultants with over 75 years of combined experience. Our mission is to deliver the most reliable and comprehensive engineering based cost recovery programs for the commercial building industry that improves cash flow and results in the highest return on investment for our nationwide clients. To date, we have saved our clients over and counting.To find out more about our programs and how you can potentially recover some of your costs, contact me at (80••••••78.
Education
The University of North Carolina at Chapel Hill
BA, Chemistry/Economics
1975 — 1980
Emory University
MBA, Finance/Marketing
1980 — 1982
Skills
- Wealth Accumulation
- Financial Risk
- Asset Management
- Fixed Income
- Portfolio Management
- Loans
- Securities
- Management Consulting
- Trading
- Wealth Management Services
- Wealth Accumulation Strategies
- Capital Markets
- Series 7
- Strategy
- Investments
- Equities
- Insurance
- Business Development
- Wealth Preservation Planning
- Wealth Management
- Series 63
- Due Diligence
- Derivatives
- Financial Analysis
- Consulting
- Mutual Funds
- Risk Management
- Alternative Investments
- Retirement Planning
- Asset Managment
- Credit
- Financial Modeling
- Management
- Strategic Planning
- Multi-Generational Wealth Transfer
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