Rick Smith

Rick Smith has over 30 years’ experience working in the investment areas of leading insurance companies and providing consulting services to them. He is a proven leader, with a successful track record of leading investment middle and back offices through transformation change. He has successfully led many financial/investment technology initiatives. 

Rick is a strategic thinker that is adept at leveraging technology in order to meet a variety of strategic business needs. Specific initiatives include implementing vendor developed software packages across a wide variety of asset classes, overseeing the development of investment Data Warehouses and Date Marts, converting portfolios acquired by insurers via mergers and developing general ledger or other system feeds.

Previously, Rick held investment controllership roles at Athene, Liberty Mutual Insurance, Nationwide Insurance, Jefferson Pilot (now part of Lincoln Financial Group) and ReliaStar Financial (now part of Voya).

Rick earned a Master of Business Administration in Finance from University Of North Carolina Greensboro as well as a Bachelor of Science Degree in Accounting from Metropolitan State University.