

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
Total number all of employee turnover
Length of Employment
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 SmartFinancialEx-employees positions
In Company
In New Company
Contact top employees from
SmartFinancial
Geoff Troidl
Head of Digital Marketing
Benjamin Wang
Senior Vice President of Retail Operations
Jeff Montello
Account Manager
Kyle Martin
Account Manager
Marlon Bivens
Account Manager
Naeem Shariff
Senior Director of Paid Media
John Terranova
Account Manager
Todd Badolato
Account Manager
Preston Micalizio
Content Writer
Brandon James Wells
Associate Customer Service Manager
Marques Williams
Sr Account Manager
Ryan Peach
Account Manager
Ethan Scott
Strategic Account Manager – Commercial & Group Health Partnerships
Brad Cooper
Chief Operating Officer
Michael Orefice
SVP of Operations
Francesca Encarnacion
Senior Account Manager
Mia Cunningham
Contact Center Agent
Lindsay Velasco
Account Manager
Kristle Jackson
Contact Center Representative
Amber Wright
Team Lead Manager
Jeremy Waterhouse
Contact Center Agent
Justin Bean
Account Manager
Mariana Moreno
Account Manager
Briauna Mitchell
Insurance Agent
Jonathan Desriviere
Account Manager
Nick Malievsky
Account Executive
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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