Gregory Smith

 GregoryA. Smith

Gregory A. Smith

  • Courses3
  • Reviews5

Biography

University of Wisconsin Milwaukee - Business


Resume

  • 2019

    Greater Milwaukee Committee

    Corporate Development

    Financial Services

    Risk Management

    Financial Analysis

    Mergers & Acquisitions

    Corporate Finance

    Financial Modeling

    Mergers

    Loans

    Capital Markets

    Banking

    Valuation

    Management

    Investment Banking

    Investments

    Finance

    Portfolio Management

    Private Equity

    Financial Institutions

    Asset Managment

    Smith

    Smith

    BMO

    Church Mutual Insurance Company

    Milwaukee County Pension Board

    University of Wisconsin Milwaukee

    Marshall & Ilsley Corp.

  • 2017

    One year task force mandate regarding possible strategies to enhance the sustainability of the Milwaukee County Retirement System.

    Milwaukee County Retirement Sustainability Task Force

    Board Member and Treasurer

    University School of Milwaukee

  • 2014

    Treasurer 2010 - 2012\nFinance Committee Co-Chair 2010 - 2012

    Milwaukee Symphony Orchestra

    Board Member

    Milwaukee County Pension Board

  • 2013

    American Bankers Association Stonier Graduate School of Banking

    Philadelphia and Washington

    DC

    Associate Curriculum Director 2013-2016\nCurriculum Director 2016-Present

    Curriculum Director

    Instructor

    American Bankers Association Stonier Graduate School of Banking

    Milwaukee

    WI

    Provided merger and integration advisory services to M&I's acquirer.

    Managing Director

    Finance

    BMO

    Milwaukee

    WI

    Milwaukee County Pension Board

  • 2012

    Barnett Management Associates

    Milwaukee

    WI

    Marshall & Ilsley Corp.

    Envestnet

    Inc

    Chicago

    Illinois

    Audit Committee Chair\nNominating and Corporate Governance Committee Member\nCompensation Committee Member

    Board Member

    Greater Milwaukee Area

    Barnett Management Associates

    University of Wisconsin Milwaukee

    Milwaukee

    WI

    Teach graduate and undergraduate level courses in financial markets and institutions. \nAlso teach courses in corporate finance and management analysis / strategy.\nDeveloped specialized integrative course for new MSM program. \nWinner of Gold Star Teaching Award.

    Executive in Residence and Lecturer

    Merrill

    Wisconsin

    Audit Committee Chair\nMember of Compensation

    Governance

    and Risk Committees

    Vice Chair

    Church Mutual Insurance Company

  • 2004

    Credit Suisse

    Envestnet

    Inc

    Chicago

    IL

    Managing Director

    Financial Institutions Investment Banking

    Credit Suisse

  • 2000

    UBS Investment Banking

    Chicago

    IL

    UBS Investment Banking

  • 1988

    NACD Board Leadership Fellow

    National Association of Corporate Directors

    MBA

    Accounting

    Finance

    International

  • 1981

    BA

    Economics

    Princeton University

  • 1974

    Landon School

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BUS 455

4.3(3)

BUSADM 455

5(1)

BUSADM 7050

2(1)