
Position:
Wealth Management Assistant at Conestoga Wealth Partners, LLC
Location:
Los Angeles, California, United States
Found email addresses for James Oliver Smith:
Found phone for James Oliver Smith:
Sep 2025 - Current
May 2024 - May 2025
Sep 2022 - May 2025
Sep 2020 - Sep 2024
May 2024 - Aug 2024
Jun 2023 - Aug 2023
Their professional focus is Assistants, Cold Calling, and Communication across 3 core areas.
James holds CFA Program Level I certifications.
Master of Science - MS at USC Marshall School of Business
Bachelor of Business Administration - BBA at USC Marshall School of Business
Head-Royce School
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