SmartFinancial Email Formats

Contact top employees from SmartFinancial
  • SmartFinancial uses 6 different email formats. The most common is firstNameInitial_lastNameInitial (for example, j_d@SmartFinancial.com), which appears in about 77% of work addresses.
  • Other common patterns include:
    • firstNameInitial_lastName: j_doe@SmartFinancial.com (6%)
    • firstNameInitial-lastName: j-doe@SmartFinancial.com (11%)

SmartFinancial’s Popular Email Formats

FormatExamplePercentage

Format

firstNameInitial_lastNameInitial
j_d@SmartFinancial.comPercentage: 77%

Format

firstNameInitial-lastName
j-doe@SmartFinancial.comPercentage: 11%

Format

firstNameInitial_lastName
j_doe@SmartFinancial.comPercentage: 6%

Format

firstName_lastNameInitial
jane_d@SmartFinancial.comPercentage: 4%

Format

firstName.lastName
jane.doe@SmartFinancial.comPercentage: 1%

Format

firstNamelastName
janedoe@SmartFinancial.comPercentage: 1%
Contact top employees from SmartFinancial
Jeff Montello
Jeff MontelloAccount Manager
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Brian Lange
Brian LangeCustomer Success Manager
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Kyle Martin
Kyle MartinManager of Customer Success
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Brandon Kaiser
Brandon KaiserSales Team Lead
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Marlon Bivens
Marlon BivensAccount Manager
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Benjamin Wang
Benjamin WangSenior Vice President of Retail Operations
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Brandon James Wells
Brandon James WellsSenior Account Manager
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Marques
MarquesSr Account Manager
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Brad Cooper
Brad CooperChief Operating Officer
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Michael Orefice
Michael OreficeSVP of Operations
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Brandon Wyatt
Brandon WyattAccount Manager
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Michael Foster
Michael FosterChief Revenue Officer (CRO)
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Marlon Bivens
Marlon BivensAccount Manager
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Troy Geloso
Troy GelosoClient Success Manager II
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Phil Marshall
Phil MarshallBusiness Development Manager
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Kate Dawson
Kate DawsonMarketing Manager
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SmartFinancial Corporate Information: FAQ

SmartFinancial was founded in 2012 and is headquartered in Newport Beach, California. The company blends software development with liability insurance expertise to power innovative solutions.

Its portfolio includes live transfers, insurance leads, inbound marketing, insurance calls, and lead generation for commercial, business, auto, home, and health coverage. The firm also operates in the insurtech space, supporting insurance agents through marketplaces, MGAs, and advanced CRM solutions.

SmartFinancial’s team features senior executives such as CEO Lev Barinskiy, Senior Vice Presidents Benjamin Wang, Kyle McBrien, Michael Orefice, Yogesh Pendharkar, and others including Sales Lead Brandon Kaiser and Customer Success Manager Brian Lange.

With a workforce of 200 to 500 employees, the company reports annual revenues between $100 million and $500 million.
SmartFinancial uses 6 email formats across its organization. The most common pattern is firstNameInitial_lastNameInitial (e.g., j_d@SmartFinancial.com), used in approximately 77% of work addresses.
SmartFinancial currently employs over 200-500 people from United States, Bangladesh, Philippines, Malaysia, India, with a head office in Newport Beach, California.

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