SmartFinancial Employee Directory

Q: Who are SmartFinancial key employees?

Some of SmartFinancial key employees are Patricia Winkler , Yogesh Pendharkar , Kevin Lucius , Michael Orefice

SmartFinancial corporate office is located in 4041 MacArthur Blvd Ste 210, Newport Beach, California, 92660, United States and has 201-500 employees.

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Employees by Department

Departments

Number of employees

Sales

Operations

Marketing

Engineering & Technical

Finance

Information Technology

Key Employees of SmartFinancial

PW
Patricia Winkl...
Vice President, Call Operations
PhoneEmail
YP
Yogesh Pendhar...
Senior VP, Engineering
PhoneEmail
KL
Kevin Lucius
Vice President, Product
PhoneEmail
MO
Michael Orefic...
Senior VP, Marketing
PhoneEmail
PhoneEmail
PhoneEmail

SmartFinancial Global Presence

Location	People at location
North America	51-200

Index of contact profiles from SmartFinancial

Hundreds of professionals searching for SmartFinancial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MT
Michelle Tackett
Email Direct
Inside Sales Representative
United States , California , Newport Beach

DF
Damon Fish
Email Direct
Account Manager
United States , California , Newport Beach

SA
Syamprasad Agiripalli
Email Direct
Database Architect
United States , California , Newport Beach

EP
Erik Preston
Email Direct
Senior Manager, Contact Center
United States , California , Newport Beach

JD
Jonathan Doroski
Email Direct
Director, Enterprise Accounts
United States , California , Newport Beach

PW
Patricia Winkler
Email Direct
Vice President, Call Operations
United States , California , Newport Beach

YP
Yogesh Pendharkar
Email Direct
Senior VP, Engineering
United States , California , Newport Beach

CZ
Christopher Ziemann
Email Direct
Director, Customer Acquisition
United States , California , Newport Beach

AR
Andrew Rasson
Email Direct
Director, Strategic Partnerships
United States , California , Newport Beach

KC
Kim Cruz
Email Direct
Manager, Paid Search
United States , California , Newport Beach

GS
George Samen
Email Direct
Director, Operations
United States , California , Newport Beach

MA
Maikel Aristondo
Email Direct
Senior Manager, Strategy & Operations
United States , California , Newport Beach

LT
Liz Tennyson
Email Direct
Senior Account Manager
United States , California , Newport Beach

DK
Derek Kou
Email Direct
Director, Finance & Accounting
United States , California , Newport Beach

KL
Kevin Lucius
Email Direct
Vice President, Product
United States , California , Newport Beach

BT
Brett Thomson
Email Direct
Account Manager
United States , California , Newport Beach

MO
Michael Orefice
Email Direct
Senior VP, Marketing
United States , California , Newport Beach

JS
James Savage
Email Direct
Account Manager
United States , California , Newport Beach

EO
Emilia Osuna
Email Direct
Account Manager
United States , California , Newport Beach

KL
Karl Leesment
Email Direct
Account Manager
United States , California , Newport Beach

EN
Erika Navarrete
Email Direct
Team Lead Account Executive
United States , California , Newport Beach

FT
Francisco Tellez
Email Direct
Account Manager, Team Lead
United States , California , Newport Beach

CH
Christopher Humphers
Email Direct
Account Manager
United States , California , Newport Beach

CO
Christina Owens
Email Direct
Inside Sales Representative
United States , California , Newport Beach

KM
Kahri Mayers
Email Direct
Inside Sales Representative
United States , California , Newport Beach

123

Former Employees at SmartFinancial

Explore people who held key positions, contributed to SmartFinancial's success, and advanced their careers.

Todd Badolato

Field Sales Specialist at Sunrun

Worked as Account Manager

at SmartFinancial

Direct

Brian McLoughlin

Business Development A... at Xerox

Worked as Account Manager

at SmartFinancial (2023-2023)

Direct

Fran Majidi

Manager, Marketing & C... at Modotech

Worked as Manager, Content Marketing

at SmartFinancial (2019-2025)

Direct

Mask Content

Call Center Representa... at SmartBank

Worked as Call Center Representative

at SmartFinancial

Direct

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Frequently Asked Questions Regarding SmartFinancial Employees

How many employees does SmartFinancial have?

SmartFinancial has 201-500 employees

Who are SmartFinancial key employees?

Some of SmartFinancial key employees are Patricia Winkler, Yogesh Pendharkar, Kevin Lucius, Michael Orefice

Where is SmartFinancial located?

SmartFinancial’s headquarters are located at 4041 MacArthur Blvd Ste 210, Newport Beach, California, 92660, United States

How do I contact SmartFinancial?

SmartFinancial Contact Info: Phone number: (855) 214-2291 Website: www.smartfinancial.com

What does SmartFinancial do?

SmartFinancial is a leading digital insurance marketplace. SmartFinancial uses proprietary customer acquisition technology to connect in-market insurance consumers with a vast network of insurance agents and carrier partners nationwide. SmartFinancial has revolutionized the insurance-buying experience with a transparent insurance-technology platfor... Read More

Is SmartFinancial a public company?

SmartFinancial is private company therefore does not currently have an official ticker symbol

See more information about SmartFinancial Employees