Harley Smith
Adviser Assistant at Corinthian Wealth Management, Senior Partner Practice of St. James's Place at Corinthian Wealth Management Partnership, Senior Partner Practice of St. James's Place- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
UK
Topline Score
Bio
Generated by
Topline AI
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
You need to have a working account to view this content.
Click here to join now
Experience
-
-
Adviser Assistant at Corinthian Wealth Management, Senior Partner Practice of St. James's Place
-
Jan 2023 - Present
My main responsibility is to assist Will Rees with meeting preparation, carrying out the actions from these client meetings, maintaining accurate client files and responding to client queries where appropriate.
-
-
Client Support Assistant
-
Jan 2019 - Jan 2023
-
-
Education
-
2013 - 2018
Cheltenham Bournside School and Sixth Form Centre
Community
You need to have a working account to view this content.
Click here to join now
