Sam Smith Email & Phone Number
Group Acquisitions Director @ Perspective Financial Group Ltd
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Sam Smith Location
- Chorley, GB
Sam Smith Work
- Group Acquisitions Director @ (September 2020 - Present)
- Acquisition and Client Service Director @ (June 2019 - August 2020)
- Data Management Director @ (June 2018 - May 2019)
- Client Experience Director @ (January 2017 - May 2018)
- Client Engagement Director @ (February 2015 - December 2016)
- Head of Client Engagement @ (January 2012 - January 2014)
- Group Relationship Manager @ (January 2010 - January 2011)
- Client Relationship Manager @ Attivo Financial Planning (January 2008 - January 2010)
- Sales Relationship Manager @ Attivo Property (January 2006 - January 2007)
- Operations Manager @ (January 2002 - January 2004)
Sam Smith Education
- University of Warwick - Warwick Business School
Bachelor of Science (BSc) (Management Science)
1998-2001
Sam Smith Skills
- Investments
- Strategy
- New Business Development
- Business Strategy
- CRM
- Financial Services
- Pensions
- Relationship Management
- Change Management
- Management
- Business Development
- Stakeholder Management
- Wealth Management Services
- Strategic Financial Planning
- SIPP
- Wealth Management
- Finance
- Business Relationship Management
- Financial Planning
- Pension Funds
- Funding
- Investment Management
Sam Smith Summary
- Sam Smith, based in Chorley, GB, is currently a Group Acquisitions Director at Perspective Financial Group Ltd. Sam Smith brings experience from previous roles at Attivo Group. Sam Smith holds a 1998 - 2001 Bachelor of Science (BSc) in Management Science @ University of Warwick - Warwick Business School. With a robust skill set that includes Investments, Strategy, New Business Development, Business Strategy, CRM and more. Sam Smith has 1 emails and 5 mobile phone numbers on RocketReach.
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Birmingham, GB
Tom SMP
Director
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