SmartFinancial
SmartFinancial

SmartFinancial Information

Contact top employees from SmartFinancial

Summary

SmartFinancial has been in the industry for 14 years. The company currently specializes in the Computer Software area. Its headquarters is located at US. The estimated number of employees - 303. To connect with SmartFinancial employee register on SignalHire.

Organization Website

SmartFinancial.com

Phone Number

877-323-7750

Industries

Headquarters Location

4041 MacArthur Blvd, Newport Beach, California, 92660 US

Employees Size

200-500 employees

Specialties

Live Transfers, Insurance Leads, Inbound Marketing, Insurance Calls, Lead Generation, Inbound Insurance Leads, insurtech, insurance agents, insurance marketplace, MGA, insurance CRM, Insurance Partnerships, Commercial Insurance, Business Insurance, Auto Insurance, Home Insurance, Health Insurance

Founded

2012

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at SmartFinancial shows a diverse range of experience levels:
4% have been with the company for less than 1 year10% for 1–2 years16% for 3–4 years37% for 5–7 years10% for 8–10 years22% have over 11 years of service at SmartFinancial
Ex-employees positions
In Company
In New Company
Contact top employees from SmartFinancial
Geoff Troidl
Head of Digital Marketing
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Benjamin Wang
Senior Vice President of Retail Operations
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Jeff Montello
Account Manager
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Kyle Martin
Account Manager
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Marlon Bivens
Account Manager
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Naeem Shariff
Senior Director of Paid Media
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John Terranova
Account Manager
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Todd Badolato
Account Manager
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Brandon James Wells
Associate Customer Service Manager
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Marques Williams
Sr Account Manager
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Ryan Peach
Account Manager
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Ethan Scott
Strategic Account Manager – Commercial & Group Health Partnerships
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Natalie
Staff Accountant
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Brad Cooper
Chief Operating Officer
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Michael Orefice
SVP of Operations
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Francesca Encarnacion
Senior Account Manager
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Mia Cunningham
Contact Center Agent
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Lindsay Velasco
Account Manager
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Kristle Jackson
Contact Center Representative
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Amber Wright
Team Lead Manager
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Bridget
People Operations
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Jeremy Waterhouse
Contact Center Agent
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Justin Bean
Account Manager
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Angela
Contact Center Supervisor
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Mariana Moreno
Account Manager
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Briauna Mitchell
Insurance Agent
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Nick Malievsky
Account Executive
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Phoebe Wait
Sales Strategy & Growth Consultant
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FAQ

SmartFinancial operates in the Software Development, Liability Insurance industries. More details can be found on the official website: SmartFinancial.com.
The headquarters of SmartFinancial are located in Newport Beach, United States.
You can contact SmartFinancial by phone at 877-323-7750.
SmartFinancial currently employs 200-500 people.

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