Teri Smith Email & Phone Number

Director of Operations and Client Service @ Opticity Wealth Partners

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Teri Smith Location

Mechanicsville, VA, US

Teri Smith Work

2004 - now Director of Operations and Client Service @ Opticity Wealth Partners
2004 - now Director Of Operations and Client Service @ Northwestern Mutual

Teri Smith Education

J. Sargeant Reynolds
Applied Associates of Science, Business Administration and Management, General
Virginia Commonwealth University

Teri Smith Skills

Leadership
Client Services
Insurance

Long Term Care Insurance
Financial Services
Customer Retention
Customer Service

see less

Teri Smith Summary

Teri Smith, based in Mechanicsville, VA, US, is currently a Director of Operations and Client Service at Opticity Wealth Partners. Teri Smith brings experience from previous roles at Northwestern Mutual. Teri Smith holds a Applied Associates of Science, Business Administration and Management, General @ J. Sargeant Reynolds. With a robust skill set that includes Leadership, Client Services, Insurance, Long Term Care Insurance, Financial Services and more. Teri Smith has 3 emails on RocketReach.

Teri Smith Emails

Found 3 emails

Teri Smith Phone Numbers

Found 1 phone numbers

+1 804-828-XXXX

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Top Opticity Wealth Partners Employees

Teri Smith

Director of Operations and Client Service at Opticity Wealth Partners

Mechanicsville, VA, US
3
- gmail.com
- nm.com
- e.nm.com
1
- +1 804-828-XXXX
Benjamin Darling

Associate Wealth Management Advisor at Opticity Wealth Partners

Richmond, VA, US
3
- gmail.com
- yahoo.com
- hotmail.com
5
- +1 804-346-XXXX
- +1 978-380-XXXX
- +1 781-631-XXXX
- +1 415-875-XXXX
- +1 479-422-XXXX
John Iezzi

Analyst at Opticity Wealth Partners

Chapel Hill, NC, US
1
- gmail.com
3
- +1 804-360-XXXX
- +1 804-543-XXXX
- +1 540-767-XXXX
Amanda Voss

Financial Advisor at Opticity Wealth Partners

Richmond, VA, US
2
- nm.com
- e.nm.com

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