Title and Organization:
Serial entrepreneur, organizational growth driver, and change agent with a consistent track
record of success across a wide variety of Financial Services companies.
As President and Shareholder of/NBC Mortgage, an independent Division of National
Commerce Corp (NASDAQ: NCOM) Dan lead the residential mortgage banking efforts for all
National Commerce Corp/National Bank of Commerce (NASDAQ: NCOM) brands including
those under the trade names United Legacy Bank, Premier Community Bank, Reunion Bank of
Florida, Private Bank of Buckhead, Patriot Bank, First Atlantic Bank, First Landmark Bank,
Private Bank of Decatur and PrivatePlus Mortgage originating residential mortgages in 50 states
and the District of Columbia. The experience culminated with the successful April 1, 2019
acquisition of National Commerce Corp/National Bank of Commerce (NASDAQ: NCOM) by
Center State Bank Corp (NASDAQ: CSFL).
Prior to National Bank of Commerce, he served as Founder and President of PrivatePlus
Mortgage, a division of the Private Bank of Buckhead until it’s successful merger with National
Commerce Corp/National Bank of Commerce (NASDAQ: NCOM) in January 2017. During his
time as President, PrivatePlus Mortgage and The Private Bank of Buckhead were recognized
for their success and growth as one of Atlanta’s 100 fastest growing private companies, as a
recipient of The Atlanta Business Chronicle’s 2016 Pacesetters award. They also earned a spot
on the 2016 Inc. 5000 list which recognizes the fastest growing businesses in the country. A
mortgage industry veteran, he previously founded and grew multiple companies with annual
origination volumes ranging from $500mm to $6 Billion.
His accomplishments extend beyond the mortgage industry. He is the Founder of and principal
investor in Commerce Group 1, LLC, provider of several web-based services and strategic
growth oversight to multiple companies spanning multiple industries. He’s also Chairman and
principle investor of Insite Managed Solutions which provides Six Sigma-based contact center
optimization expertise, including site assessments/benchmarking, training, performance
improvement, process build & transfer, and staff augmentation. Insite Customers include
Google, Blue Cross Blue Shield of North Carolina and Tennessee, Ford Motor Company, The
Home Depot, Bank of America, Southwest Airlines, Royal Caribbean Cruise Lines, General
Motors, nest, Walgreens, and CVS.
In his role as President of Insight Card Services Dan helped guide the prepaid card company to
significant growth, performance improvement, and profitability while simultaneously providing
much needed financial wellness services to the unbanked and underbanked community
culminating with its’ successful acquisition by GreenDot (NYSE: GDOT). He has also served as
a Board Director of KillCliff Inc. and Advisor to ShipT.
Smith is a 1989 graduate of the University of Miami School of Business, having earned a
Bachelor’s of Business Administration in Marketing and served as a member of the Miami
Business School’s Board of Overseers from 2014 - 2019. As a Chairman elect of the
University’s President’s Council he acts as an ambassador for many university initiatives and
serves as a guest speaker to undergraduate students. He is a member of The Aspen Institute’s
2012 Class of Henry Crown Fellows. Smith and his wife Cindy have lived in Atlanta for nearly 30
years. They both love the Miami Hurricanes and travel to almost every home football game. In
addition to his professional endeavors he is actively committed to his community, having served
as a member of Junior Achievement of Georgia’s Leadership Council from 2014-2018.