Kevin Smart

last updated 4/12/2018

Kevin M. Smart

Chief Financial Officer at Custodia Financial LLC

Location:
17855 Dallas Parkway Suite 100, Dallas, Texas, United States
HQ Phone:
(844) 723-3753

General Information

Experience

Director of Finance - Harvest Partners LP

Various Finance Roles - i2 Technologies , Inc.

Education

B.A. - Economics , University of Oklahoma

M.B.A. - Finance , University of Oklahoma

Affiliations

Board Member - Rockwall County YMCA

Chairman and Executive Committee Member - Precinct

Recent News  

Retirement Loan Eraser - About Us

Kevin Smart - Chief Financial Officer
Chief Financial Officer Kevin Smart Kevin Smart joined Custodia in 2010 as Chief Financial Officer. He is part of the leadership team working to champion a comprehensive solution to the systemic problem causing more than $6B of retirement leakage from 401(k) plans annually.

Read More
Retirement Loan Eraser - Kevin Smart, Chief Financial Officer

Kevin Smart, Chief Financial Officer
Kevin Smart, Chief Financial Officer Kevin Smart joined Custodia Financial in 2010 as Chief Financial Officer. He is part of the leadership team working to champion a comprehensive solution to the systemic problem causing more than $6 billion in retirement leakage from 401(k) plans annually. Prior to Custodia, Mr. Smart served in various finance roles focusing on venture capital investment, mergers and acquisitions, and strategic and operations planning for companies including Harvest Partners, i2 Technologies, and Deloitte & Touche. He holds a B.A. in Economics from the University of Texas at Austin and an M.B.A. with a concentration in Finance from the University of Oklahoma and is a current candidate for The Chartered Financial Analyst (CFA) designation. Mr. Smart is an active member in his local community, serving on the Board of Directors for the Rockwall County YMCA among other volunteer positions. Kevin Smart, Chief Financial Officer

Read More

Browse ZoomInfo’s Directories