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Jeffrey Smith

Chief Investment Officer at Peak Financial Management

  • LinkedIn

Email Email: j****@peak-financial.com

phone noPhone Number: (***)-***-****

My name is Jeffrey C. Smith and I am an entrepreneurial-spirited CFA & CMT Charterholder with a unique background in all phases of investment management, including portfolio management, e...

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PEAK FINANCIAL MANAGEMENT

PEAK FINANCIAL MANAGEMENT

  • description Description
    WE SEE THE DIFFERENCE Youre one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, were excited to learn about what separates you from the crowd and...

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  • Employees count Employees 1-10
  • Revenue Revenue 10 Million to 25 Million
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Peak Financial Management Org Chart and Mapping

Employees
Shaun Thompson

Shaun Thompson

Chief Compliance Officer & Senior Wealth Advisor

Cfp® Nick Wolverton

Cfp® Nick Wolverton

Certified Financial Planner™ and President

Jeffrey Smith

Jeffrey Smith

Chief Investment Officer

Chris Gaffney

Chris Gaffney

Vice President - Senior Wealth Advisor

Michael Scully

Michael Scully

Principal

Neel Tiku

Neel Tiku

Senior Relationship Advisor

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Frequently Asked Questions Regarding Jeffrey Smith

Answer: Jeffrey Smith works for Peak Financial Management as Chief Investment Officer

Answer: Jeffrey Smith’s role in Peak Financial Management is Chief Investment Officer

Answer: Jeffrey Smith's email address is j***@gmail.com

Answer: Jeffrey Smith's business email address is j****@peak-financial.com

Answer: Jeffrey Smith’s direct phone number is (***)-***-****

Answer: Jeffrey Smith works in the industry of: Investment Management

Answer: Jeffrey Smith is the current Chief Investment Officer at Peak Financial Management.... Read More

Answer: Jeffrey Smith works Peak Financial Management located at 1714 Nw 215th St, Wellesley, Massachusetts, 33056, United States

Answer: Peak Financial Management's Chief Investment Officer is Jeffrey Smith

Answer: Jeffrey Smith contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@peak-financial.com

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