#nameCompanyJ

James Smith's email & phone

Opt-Out
Vice President of Wealth Management at Peak Wealth Partners|New York City Metropolitan Area, United States

Position:

Vice President of Wealth Management at Peak Wealth Partners

Location:

New York City Metropolitan Area, United States

LinkedIn
View James Smith's Email
Up to 10 free lookups. No credit card required.
Last updated: 2025-10-25
Updated: 2025-10-25

Found email addresses for James Smith:

Found phone for James Smith:

Searching for James Smith profiles
0% completed

A different James Smith?

Sign up to search for other James Smith's across our 850M+ professionals database

Work Experience 30 years

Vice President of Wealth Management at Peak Wealth Partners

Feb 2024 - Current

Owner at Restaurant Owner

Jun 2009 - Current

Financial Advisor at Morgan Stanley

Feb 2014 - Feb 2024

Financial Advisor at Merrill Lynch

Nov 2012 - Jun 2013

Commodities Futures Trader at Storm Trading

Jan 1996 - Feb 2012

James Smith started working in 1996, then the employee has changed 4 companies and 3 jobs. On average, James Smith works for one company for 9 years 2 months.

Education

B.S. at Bloomsburg University of Pennsylvania

Frequently Asked Questions

What is James Smith's minimum period of employment in the companies?

James Smith's minimum period of employment in various companies is 7 months.

What is James Smith's average duration of employment for different companies?

On average, James Smith works for one company for 8 years 11 months

What industries has James Smith worked in?

James Smith works in the Financial Services.

What positions has James Smith held before?

Previously, James Smith worked as a Owner, and Financial Advisor, and Commodities Futures Trader.

How do I contact James Smith?

James Smith's phone number is +1-***-***-4117. Sign up to get contact details.

Who is the President/CEO/Director of the Peak Wealth Partners?

The President/CEO/Director of the Peak Wealth Partners is Michael Orihel

Who are James Smith's peers at other companies?

James Smith's peers at other companies are Michael Lazarus and Hanning Liu and Nithin Narayanan Nair

James Smith Namesakes

Name
Company
Position
Archaea EnergyJ
Archaea Energy
Plant Operator
Access Rehabilitation EquipmentJ
Equipment Specialist - Complex Rehab

Similar profiles

Name
Company
Position
D. Boral CapitalM
Vice President of Wealth Management
CICCH
Vice President of Wealth Management
WealthyN
Vice President of Wealth Management
Janney Montgomery Scott LLCJ
Vice President of Wealth Management
Noah HoldingsS
Vice President of Wealth Management
Imperial Capital, LLCK
Vice President of Wealth Management

Other employees at Peak Wealth Partners

Name
Company
Position
Peak Wealth PartnersN
Vice President - Private Wealth Advisor
Peak Wealth PartnersJ
Senior Registered Client Associate
Peak Wealth PartnersM
Vice President, Private Wealth Advisor

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP