Tasya Smith

Chief Operating Officer

Tasya Smith

Chief Operating Officer

Chief Operating Officer

Tasya Smith

2+ years in finance


Tasya Smith


Chief Operating Officer


english, spanish


I cultivate and nurture productive and professional relationships with clients, placing a high priority on ensuring their satisfaction by addressing any challenges they may encounter with our company's services. Proactively, I develop and sustain relationships with partner firms and customers within the financial services sector. As the primary point of contact for clients, I offer comprehensive information on financial services and provide expert advice.

In addition to client interactions, I assume leadership responsibilities in formulating and executing marketing strategies across the organization. I take charge of building and overseeing company operations and processes, overseeing all aspects of financial servicing and relations.

My role extends to overseeing day-to-day operational activities, ensuring the efficient functioning of financial operations within the organization. My educational background includes a Bachelor of Science in Business Administration, and I am currently pursuing an MBA in Finance. Additionally, I am actively working towards obtaining the necessary certifications to become a financial planner.

Outside of my professional pursuits, I am passionate about maintaining a healthy lifestyle, with a particular interest in bodybuilding. I also cherish spending quality time with my loved ones.


  • BS in Business
  • MBA in Finance
  • Client relationship management
  • Financial service management
  • Marketing and Sales 
  • Office Operational management 
  • B2B relations

Reach out to us and we’ll guide you on your financial journey.

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