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Susan Smith Email & Phone Number

Relationship Specialist at Capital Group Private Client Services at Capital Group Private Client Services
Location: Culver City, California, United States 4 work roles 1 school
1 work email found @thecapitalgroup.com 1 phone found area 212 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@thecapitalgroup.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capital Group Private Client Services
Role
Relationship Specialist at Capital Group Private Client Services
Location
Culver City, California, United States
Company size
151 employees

Who is Susan Smith? Overview

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Quick answer

Susan Smith is listed as Relationship Specialist at Capital Group Private Client Services at Capital Group Private Client Services, a company with 151 employees, based in Culver City, California, United States. AeroLeads shows a work email signal at thecapitalgroup.com, phone signal with area code 212, and a matched LinkedIn profile for Susan Smith.

Susan Smith previously worked as Relationship Specialist at Capital Group Private Client Services and Senior Private Client Services Relationship Associate at Capital Group Private Client Services. Susan Smith holds Ba, Economics from New York University.

Company email context

Email format at Capital Group Private Client Services

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{first}.{last}@thecapitalgroup.com
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AeroLeads found 1 current-domain work email signal for Susan Smith. Compare company email patterns before reaching out.

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Profile bio

About Susan Smith

Susan Smith is a Relationship Specialist at Capital Group Private Client Services at Capital Group Private Client Services. She possess expertise in series 7, series 6, finance, investment advisory, investments and 13 more skills.

Listed skills include Series 7, Series 6, Finance, Investment Advisory, and 14 others.

Current workplace

Susan Smith's current company

Company context helps verify the profile and gives searchers a useful next step.

Capital Group Private Client Services
Capital Group Private Client Services
Relationship Specialist at Capital Group Private Client Services
los angeles, california, united states
Website
capitalgrouppcs.com
Employees
151
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Company profile
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4 roles

Susan Smith work experience

A career timeline built from the work history available for this profile.

Manager Of Operations (Investment, Insurance And Pension Administration), Licensed Sales Assistant

Mag Capital Management

New York, NY

-Fielded all client inquires and strengthened relationships-Supervised all investment and insurance transactions-Cultivated and maintained on-going client relationships-Insurance Underwriting (Life/ Health)-Pension plan administration and record keeping-Hired, trained and supervised all staff-Managed company's finances, payroll and insurance-Enforced FINRA.

Jan 2006 - Jan 2012

Sales Assistant

Blank Financial Group

New York, NY

-Maintained client investment and insurance files-Drafted all client and vendor correspondence-Prepared and processed investment and insurance applications-Managed the firm's calendar-Revised operation procedures and created a training manual for new hires-Planned and coordinated client and marketing events

Dec 2003 - Dec 2005
Team & coworkers

Colleagues at Capital Group Private Client Services

Other employees you can reach at capitalgrouppcs.com. View company contacts for 151 employees →

NH Nina Hershberger Nina Hershberger Colleague at Capital Group Private Client Services Reno, Nevada, United States, United States View → LK Lynne Knox Lynne Knox Colleague at Capital Group Private Client Services Los Angeles, California, United States, United States View → SM Sandra Morelli Sandra Morelli Colleague at Capital Group Private Client Services Atlanta, Georgia, United States, United States View → KP Keith Piken Keith Piken Colleague at Capital Group Private Client Services Los Angeles Metropolitan Area, United States View → ER Elizabeth Roe Elizabeth Roe Colleague at Capital Group Private Client Services Hampton Roads, Virginia Metropolitan Area, United States View → JB Justin Brennan Justin Brennan Colleague at Capital Group Private Client Services San Francisco Bay Area, United States View → KK Kealani Kitaura Kealani Kitaura Colleague at Capital Group Private Client Services San Francisco, California, United States, United States View → DD Diya D. Diya D. Colleague at Capital Group Private Client Services Orange, California, United States, United States View → VH Victoria Hiles Victoria Hiles Colleague at Capital Group Private Client Services San Francisco Bay Area, United States View → AM Andy Micallef Andy Micallef Colleague at Capital Group Private Client Services Menlo Park, California, United States, United States View →
1 education record

Susan Smith education

FAQ

Frequently asked questions about Susan Smith

Quick answers generated from the profile data available on this page.

What company does Susan Smith work for?

Susan Smith works for Capital Group Private Client Services.

What is Susan Smith's role at Capital Group Private Client Services?

Susan Smith is listed as Relationship Specialist at Capital Group Private Client Services at Capital Group Private Client Services.

What is Susan Smith's email address?

AeroLeads has found 1 work email signal at @thecapitalgroup.com for Susan Smith at Capital Group Private Client Services.

What is Susan Smith's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Susan Smith at Capital Group Private Client Services.

Where is Susan Smith based?

Susan Smith is based in Culver City, California, United States while working with Capital Group Private Client Services.

What companies has Susan Smith worked for?

Susan Smith has worked for Capital Group Private Client Services, Mag Capital Management, and Blank Financial Group.

Who are Susan Smith's colleagues at Capital Group Private Client Services?

Susan Smith's colleagues at Capital Group Private Client Services include Nina Hershberger, Lynne Knox, Sandra Morelli, Keith Piken, and Elizabeth Roe.

How can I contact Susan Smith?

You can use AeroLeads to view verified contact signals for Susan Smith at Capital Group Private Client Services, including work email, phone, and LinkedIn data when available.

What schools did Susan Smith attend?

Susan Smith holds Ba, Economics from New York University.

What skills is Susan Smith known for?

Susan Smith is listed with skills including Series 7, Series 6, Finance, Investment Advisory, Investments, Portfolio Management, Crm, and Financial Services.

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