Sam Smith Email & Phone Number
Group Acquisitions Director @ Perspective Financial Group Ltd
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Sam Smith Location
- Chorley, GB
Sam Smith Work
- 2020 -now Group Acquisitions Director @
- 2019 -2020 Acquisition and Client Service Director @
- 2018 -2019 Data Management Director @
- 2017 -2018 Client Experience Director @
- 2015 -2016 Client Engagement Director @
- 2012 -now Head of Client Engagement @
- 2010 -now Group Relationship Manager @
- 2008 -now Client Relationship Manager @ Attivo Financial Planning
- 2006 -now Sales Relationship Manager @ Attivo Property
- 2002 -now Operations Manager @
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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Top Perspective Financial Group Ltd Employees
Daniel Stokoe
Regional Director, Head of Training Academy and recruitment
England, United Kingdom
Sam Smith
Group Acquisitions Director
Chorley, GB
Julie Hepworth
Chief Regulatory Officer
Halifax, GB
Lindsey Chartered
Group Head of People
Chorley, GB
David Hesketh
Chief Financial Officer
Wilmslow, GB
Harriet Griffin
Chief Operating Officer
London, England, United Kingdom
Martyn Apfs
Regional Operations Director
Leeds, GB
Dale Gough
Office Principal and Financial Planner
Droitwich Spa, England, GB
Mena Heer
M and A Integration Manager
Slough, GB
Andrew Gait
Branch Principal
Cardiff, GB
Thomas Rowen
General Counsel
Manchester, England, GB
Jayne Fcim
Group Head of Marketing
Seaton Burn, England, GB
Jim Knights
Director
Marlborough, GB
Lewis Benson
Financial Planner
Shrewsbury, GB
Samuel Planner
Director
Canterbury, GB
Daria Opanowska
Group Head of Finance
Manchester, England, GB
Tom SMP
Director
England, United Kingdom
Evita Kraukle
Group Financial Controller
Wigan, GB
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