Christopher Smith

Christopher Smith Email and Phone Number

Wealth Strategist @ Highland Peak Wealth
Boston, Massachusetts, United States
Christopher Smith's Location
Springfield, Massachusetts, United States, United States
Christopher Smith's Contact Details

Christopher Smith personal email

n/a
About Christopher Smith

Experienced Business Development Officer with a demonstrated history of consistently exceeding sales goals in the Trust & Wealth Management Space. Very strong relationship building skills essential to forming trusting relationships with those I work with. Ability it simplify complex topics and identify the intangible difference makers when developing positioning strategies.

Christopher Smith's Current Company Details
Highland Peak Wealth

Highland Peak Wealth

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Wealth Strategist
Boston, Massachusetts, United States
Employees:
6
Christopher Smith Work Experience Details
  • Highland Peak Wealth
    Highland Peak Wealth
    Boston, Massachusetts, United States
  • Massmutual Trust Co.
    External Sales Consultant
    Massmutual Trust Co. Nov 2010 - Present
  • Massmutual Trust Company
    Internal Sales Consultant
    Massmutual Trust Company Dec 2009 - Nov 2010
    Us
  • Massmutual Financial Group
    Internal Wholesaler
    Massmutual Financial Group Apr 2006 - Nov 2009
    Springfield, Massachusetts, Us

Christopher Smith Skills

Mutual Funds Series 6 Retirement Fixed Annuities Series 7 Variable Annuities Retirement Planning Securities Investments Sales Wealth Management Life Insurance Financial Services 401k Estate Planning Financial Planning Financial Advisory Separately Managed Accounts Trust Management Alternative Investments Asset Management Strategic Financial Planning Strategic Consulting Unified Managed Accounts Managed Money Sales Presentations Wealth Management Services Group Training Income Generation Generational Planning Iras Portfolio Management Asset Allocation Investment Advisory Wealth Transfer

Christopher Smith Education Details

  • Bryant University
    Bryant University
    Business

Frequently Asked Questions about Christopher Smith

What company does Christopher Smith work for?

Christopher Smith works for Highland Peak Wealth

What is Christopher Smith's role at the current company?

Christopher Smith's current role is Wealth Strategist.

What is Christopher Smith's email address?

Christopher Smith's email address is cs****@****ual.com

What schools did Christopher Smith attend?

Christopher Smith attended Bryant University.

What skills is Christopher Smith known for?

Christopher Smith has skills like Mutual Funds, Series 6, Retirement, Fixed Annuities, Series 7, Variable Annuities, Retirement Planning, Securities, Investments, Sales, Wealth Management, Life Insurance.

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