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
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Chartered Property Casualty Underwriter (CPCU)
The InstitutesMay, 2022- May, 2026 -
Post graduate program in Data Science and Business Analytics
Texas McCombs School of BusinessMar, 2022- May, 2026 -
Certificate of Quantitative Finance
FitchJan, 2017- May, 2026 -
Financial Risk Manager
Global Association of Risk Professionals (GARP)Jan, 2016- May, 2026 -
Chartered Financial Analyst
CFA InstituteAug, 1995- May, 2026 -
CPA
Accountancy Board of OhioNov, 1984- May, 2026 -
CPCU in Good Standing
The InstitutesMay, 2022- May, 2026 -
Certified Investment Management Analyst® (CIMA®)
Investments & Wealth InstituteJul, 2021- May, 2026 -
Investments & Wealth Institute Member
Investments & Wealth InstituteJul, 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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