Alissa Smith Email & Phone Number
Senior Client Relationship Manager @ Mayflower Advisors
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Alissa Smith Location
- Boston, MA, US
Alissa Smith Work
- 2021 -now Senior Client Relationship Manager @
- 2019 -2021 Client Service Associate @ Minot Wealth Management, LLC
- 2019 -2019 Client Service and Executive Associate @
- 2014 -2019 Associate Client Advisor @
- 1999 -2014 Senior Assistant to Management @
Alissa Smith Education
- Saint Anselm College
Bachelor of Arts - BA (Business)
1995-1999
Alissa Smith Skills
- Investments
- Customer Service
- Financial Services
- Finance
- Wealth Management
Alissa Smith Summary
- Alissa Smith, based in Boston, MA, US, is currently a Senior Client Relationship Manager at Mayflower Advisors. Alissa Smith brings experience from previous roles at Minot Wealth Management, LLC, TFC Financial, Bessemer Trust and Fidelity Investments. Alissa Smith holds a 1995 - 1999 Bachelor of Arts - BA in Business @ Saint Anselm College. With a robust skill set that includes Investments, Customer Service, Financial Services, Finance, Wealth Management and more. Alissa Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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