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Roger Smith

Intro Book
Results-driven finance expert with expertise in risk management and financial analysis.
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Location
Felicity, Ohio, United States, US
Skills
  • Risk Management
  • Financial Analysis
  • Insurance
  • Financial Reporting
  • Finance
  • Show all
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Bio

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Roger Smith is a seasoned finance professional with expertise in risk management, financial analysis, and insurance. He holds various certifications, including CPCU, CFA, and CPA, and has completed a postgraduate program in Data Science and Business Analytics. With a strong educational background and extensive experience, Roger excels in financial modeling, process improvement, and mergers and acquisitions. He is based in Felicity, Ohio, and has a proven track record of delivering results-driven financial solutions.

Credentials

  • Chartered Property Casualty Underwriter (CPCU)
    The Institutes
    May, 2022
    - May, 2026
  • Post graduate program in Data Science and Business Analytics
    Texas McCombs School of Business
    Mar, 2022
    - May, 2026
  • Certificate of Quantitative Finance
    Fitch
    Jan, 2017
    - May, 2026
  • Financial Risk Manager
    Global Association of Risk Professionals (GARP)
    Jan, 2016
    - May, 2026
  • Chartered Financial Analyst
    CFA Institute
    Aug, 1995
    - May, 2026
  • CPA
    Accountancy Board of Ohio
    Nov, 1984
    - May, 2026
  • CPCU in Good Standing
    The Institutes
    May, 2022
    - May, 2026
  • Certified Investment Management Analyst® (CIMA®)
    Investments & Wealth Institute
    Jul, 2021
    - May, 2026
  • Investments & Wealth Institute Member
    Investments & Wealth Institute
    Jul, 2020
    - May, 2026
  • Certified Internal Auditor (CIA)
    IIA-The Institute of Internal Auditors
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Industry Focus. “Investment Banking”

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