Paul Smith

Paul Smith-Transamerica NSSM 1-2011A seasoned investment and insurance professional working with Financial Advisors, TPA’s, RIA’s, BD’s, Hedge Funds and corporate clients to build fiduciary risk management strategies via Professional Liability Insurance and appropriate bonding.

Paul has earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education.

Paul earned the Accredited Retirement Plan Consultant® (ARPC®) designation from the Society of Professional Asset-Managers and Record Keepers (SPARK) and has held the Series 6,7.63 and 65 licences.

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