

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
| Format | Example | Percentage |
|---|---|---|
Format firstNameInitial_lastNameInitial | Percentage: 77% | |
Format firstNameInitial-lastName | Percentage: 11% | |
Format firstNameInitial_lastName | Percentage: 6% | |
Format firstName_lastNameInitial | Percentage: 4% | |
Format firstName.lastName | Percentage: 1% | |
Format firstNamelastName | Percentage: 1% |
Contact top employees from
SmartFinancial
Jeff MontelloAccount Manager
Brian LangeCustomer Success Manager
Kyle MartinManager of Customer Success
Brandon KaiserSales Team Lead
Marlon BivensAccount Manager
Benjamin WangSenior Vice President of Retail Operations
Brandon James WellsSenior Account Manager
MarquesSr Account Manager
Brad CooperChief Operating Officer
Michael OreficeSVP of Operations
Brandon WyattAccount Manager
Michael FosterChief Revenue Officer (CRO)
Marlon BivensAccount Manager
Troy GelosoClient Success Manager II
Phil MarshallBusiness Development Manager
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.
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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