Kerner Smith

Co-Founder & Chief Revenue Officer, Los Angeles, California, United States

Professional Overview
Kerner Smith is a seasoned finance executive with a proven track record of driving growth and revenue success. As the Co-Founder and Chief Revenue Officer of DISCERN, he leverages his extensive experience in private wealth management and equity sales to create innovative solutions for his clients. Alongside his entrepreneurial endeavors, Kerner also serves as a Private Wealth Advisor at Morgan Stanley and a Managing Director of Equity Sales at KeyBanc Capital Markets.

Experience Summary

Current Roles
Co-Founder & Chief Revenue Officer, DISCERN (Present)

• Responsible for developing and executing the company's revenue strategy, leading to consistent year-over-year growth

• Leverages deep industry expertise to identify new business opportunities and build strategic partnerships

• Oversees a team of sales professionals, providing mentorship and ensuring optimal performance

Private Wealth Advisor, Morgan Stanley (Present)

• Provides tailored investment and financial planning solutions to high-net-worth individuals and families

• Collaborates with clients to understand their unique financial goals and risk profiles

• Delivers exceptional customer service and consistently exceeds client satisfaction targets

Managing Director, Equity Sales, KeyBanc Capital Markets (Present)

• Manages a team of equity sales professionals, responsible for generating revenue through institutional client relationships

• Develops and implements innovative sales strategies to drive market share and revenue growth

• Serves as a trusted advisor to clients, providing in-depth market insights and investment recommendations

Career Progression
Prior to his current roles, Kerner held various leadership positions in the finance industry, including senior roles in equity sales and wealth management. His ability to consistently deliver results and drive positive impact has been a hallmark of his career.

Academic Background
Kerner holds a Bachelor of Science degree in Finance from the University of Southern California, where he graduated with honors.

Areas of Expertise

• Private Wealth Management

• Equity Sales and Trading

• Financial Modeling and Analysis

• Client Relationship Management

• Team Leadership and Mentorship

• Strategic Business Development

Professional Impact

• Instrumental in the successful launch and growth of DISCERN, a rapidly expanding fintech startup

• Recognized as a top-performing Private Wealth Advisor at Morgan Stanley, consistently exceeding revenue and client satisfaction targets

• Played a key role in driving market share and revenue growth for the Equity Sales team at KeyBanc Capital Markets

Conclusion
With his extensive experience, strong industry expertise, and entrepreneurial drive, Kerner Smith is poised to continue making a significant impact in the finance industry. As he navigates his multifaceted career, Kerner remains focused on delivering exceptional value to his clients and driving the success of the organizations he is a part of.