James Oliver Smith

James Oliver Smith: Email & Phone Number

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Wealth Management Assistant at Conestoga Wealth Partners, LLC|Los Angeles, California, United States

Position:

Wealth Management Assistant at Conestoga Wealth Partners, LLC

Location:

Los Angeles, California, United States

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Last updated: 2026-05-16
Updated: 2026-05-16

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Work Experience 6 years

Wealth Management Assistant at Conestoga Wealth Partners, LLC

Sep 2025 - Current

Portfolio Manager at USC Marshall USIF Fund

May 2024 - May 2025

Personal Trainer at University of Southern California

Sep 2022 - May 2025

Notary Public at California Secretary of State

Sep 2020 - Sep 2024

Staff Assistant at California Consulting, Inc.

May 2024 - Aug 2024

GBS Brokerage Intern at Gallagher

Jun 2023 - Aug 2023

James Oliver Smith started working in 2020, then the employee has changed 5 companies and 5 jobs. On average, James Oliver Smith works for one company for 1 year 6 months.

Their professional focus is Assistants, Cold Calling, and Communication across 3 core areas.

Education

Master of Science - MS at USC Marshall School of Business

Bachelor of Business Administration - BBA at USC Marshall School of Business

Head-Royce School

Frequently Asked Questions

What is James Oliver Smith's email address?

SignalHire found a verified business email address for James Oliver Smith: ***@gmail.com.

What is James Oliver Smith's phone number?

SignalHire found a verified phone number for James Oliver Smith: +1-***-***-9787.

How do I contact James Oliver Smith at Conestoga Wealth Partners, LLC?

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What is James Oliver Smith's professional background?

James Oliver Smith has 6 years of professional experience. They have held roles including Portfolio Manager, Personal Trainer, and Notary Public at companies such as USC Marshall USIF Fund, University of Southern California, and California Secretary of State. Their education includes Master of Science - MS from USC Marshall School of Business, and Bachelor of Business Administration - BBA from USC Marshall School of Business.

Is James Oliver Smith's contact information up to date?

Yes. James Oliver Smith's SignalHire profile was last updated on 16 May 2026, reflecting their current position as Wealth Management Assistant at Conestoga Wealth Partners, LLC.

James Oliver Smith Namesakes

Name
Company
Position
James Smith
Author of the "Classic Motorcycle Electrical Manual"
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James Smith
Self employed
Professional Artist
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