Executive Client Manager
Helen Smith joined the Advocate Capital, Inc. team as an Executive Client Manager I. Her prior work experience includes roles as a vendor risk manager, information security analyst, and senior client account manager with a risk management firm specializing in banks and credit unions. Additionally, Ms. Smith was employed by a charitable organization that serves critically ill children and adults.
Ms. Smith brings years of experience in client management and a passion for our client’s important work to her role at Advocate Capital, Inc. She is driven by our clients’ success and is devoted to providing them with the tools and information to do so. Ms. Smith works diligently to create lasting relationships and to be a trusted resource for our clients nationwide.
Ms. Smith holds a Bachelor of Arts Degree in English from the University of Arkansas and is an active member of the charity she once worked for. She is a QuickBooks Certified ProAdvisor .