James Smith Email & Phone Number
Vice President of Wealth Management @ Peak Wealth Partners
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James Smith Location
- New York, NY, US
James Smith Work
- 2024 -now Vice President of Wealth Management @
- 2009 -now Owner @ Restaurant Owner
- 2014 -2024 Financial Advisor @ Morgan Stanley
- 2012 -2013 Financial Advisor @ Merrill Lynch
- 1996 -2012 Commodities Futures Trader @ Storm Trading
James Smith Education
- Bloomsburg University of Pennsylvania
B.S. (Marketing)
1991-1995
James Smith Skills
- Commodity
- Financial Planning
- Financial Advisory
- CQG
- New Business Development
- Sales
- Sales Management
- Electronic Trading
- Trading
- Derivatives
- Wealth Management
- Soft Commodities
James Smith Summary
- James Smith, based in New York, NY, US, is currently a Vice President of Wealth Management at Peak Wealth Partners. James Smith brings experience from previous roles at Restaurant Owner, Morgan Stanley, Merrill Lynch and Storm Trading. James Smith holds a 1991 - 1995 B.S. in Marketing @ Bloomsburg University of Pennsylvania. With a robust skill set that includes Commodity, Financial Planning, Financial Advisory, CQG, New Business Development and more. James Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Peak Wealth Partners Employees
James Smith
Vice President of Wealth Management
New York, NY, US
Christopher Went
Chief Operating Officer
Philadelphia, PA, US
Nicholas Ferguson
Vice President - Private Wealth Advisor
New York, NY, US
Michael Orihel
Vice President, Private Wealth Advisor
Mount Laurel, NJ, US
Amy Sharpley
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Medford, NJ, US
Andrew Ingargiola
Associate
Commack, NY, US
Logan Cruet
Client Relationship Manager
Philadelphia, PA, US
Jamie Baraldi
Chief Executive Officer
Moorestown, NJ, US
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