Joey Smith Email & Phone Number
Private Wealth Advisor- Managing Director @ Financial Services Company
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Joey Smith Location
- Kirkland, WA, US
Joey Smith Work
- 2010 -now Private Wealth Advisor- Managing Director @
- 2004 -2010 Senior Financial Advisor @
- 2001 -2004 Accountant @ Bidwell and Company
Joey Smith Education
- Western Washington University
BA (Accounting)
1997-2000 - Capital High School 1991-1995
Joey Smith Skills
- Strategic Planning
- Ability to Listen
- Leadership
- Responsiveness
- Risk Management
- Customer Experience
- Client Relationships
- Education Planning
- Protection Planning
Joey Smith Summary
- Joey Smith, based in Kirkland, WA, US, is currently a Private Wealth Advisor- Managing Director at Ameriprise Financial Services, LLC. Joey Smith brings experience from previous roles at Merrill Lynch and Bidwell and Company. Joey Smith holds a 1997 - 2000 BA in Accounting @ Western Washington University. With a robust skill set that includes Strategic Planning, Ability to Listen, Leadership, Responsiveness, Risk Management and more. Joey Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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