Jeffrey Smith, MBA

Jeffrey Smith is a growth-focused, results-driven sales and distribution executive with a wealth of experience in financial product marketing and distribution through various channels, including banks, independents, regional broker dealers, and wirehouses.

He has a proven track record of achievements in sales, marketing, and technology within the financial industry and is highly regarded as a national speaker representing asset managers and insurance companies at investment conferences for Fortune 500 companies and financial professionals.

Jeffrey excels at demonstrating leadership both internally and externally by leveraging the firm's global macroeconomic outlook and employing exceptional communication, negotiation, and presentation skills, leading to significant increases in revenue, profitability, and market share.

With extensive longstanding relationships in the industry, Jeffrey has worked closely with executive leadership, distribution partners, and key clients, including prominent names such as Morgan Stanley, Merrill Lynch, UBS, RBC, LPL, Wells Fargo, Charles Schwab, and other independent firms. He has been selected for various prestigious roles, such as serving as a national speaker and keynote speaker at numerous investment conferences, events, and symposiums, while also offering mentorship and coaching at renowned financial institutions like PIMCO, Deutsche Bank, Prudential, and Merrill Lynch.

In addition to his professional roles, Jeffrey Smith holds a Master of Business Administration (MBA) in Business Administration from the University of Florida. He has held executive positions such as Senior Vice President at LoCorr Funds, Brighthouse Financial, PIMCO, and Deutsche Bank, as well as Vice President roles at Prudential Financial and Merrill Lynch.

Currently, he serves as the Managing Director of Sales at KKMP Capital and draws on his vast experience and expertise to drive growth and success in the financial sector.