Verified recordFinancial Services

James B. Smith

Vice President of Wealth Management at Peak Wealth Partners

Based in New York, United States

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Seniority

Vp

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

14

Contact information

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Email

1 credit

j•••••••@peakwealthpartners.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About James B. Smith

I specialize in helping corporate executives and retirees simplify complexity, reduce…

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