Sam Smith

Group Acquisitions Director @Perspective Financial Group Ltd

Chorley, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2020 — Present

Group Acquisitions Director @Perspective Financial Group Ltd

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Reporting to Perspective Financial Group’s Chief Executive Officer, working closely with Board members, tasked with developing, maintaining, and implementing the firm’s acquisition strategy.\\\\n\\\\nResponsible for identifying and qualifying potential acquisitions and ensuring successful client on boarding through well designed and executed client-centric integration processes and practices.

EDUCATION

1998 — 2001

University of Warwick - Warwick Business School

Bachelor of Science (BSc), Management Science

SKILLS

Strategic Financial PlanningBusiness DevelopmentWealth Management ServicesPension FundsInvestment ManagementNew Business DevelopmentBusiness StrategyRelationship ManagementCrmPensionsSippFinanceBusiness Relationship ManagementWealth ManagementFinancial ServicesChange ManagementFinancial PlanningStrategyInvestmentsFundingStakeholder ManagementManagement

ABOUT SAM SMITH

Perspective Financial Group Ltd is a national financial planning and wealth management…

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Sam Smith — Group Acquisitions Director at Perspective Financial Group Ltd in Chorley, GB | Unifers