Dave Smith Email & Phone Number

Vice President of Compliance @ Apollon Wealth Management, LLC

5 free lookup(s).

Dave Smith Location

Palm Desert, CA, US

Dave Smith Work

2023 - now Vice President of Compliance @ Apollon Wealth Management, LLC
2023 - 2023 Vice President , Business Operations Manager @ Goldman Sachs Personal Financial Management
2019 - 2023 Associate, Business Operations Manager @ Goldman Sachs Personal Financial Management

2017 - 2019 Director Of Operations @ United Capital Financial Advisors, LLC
2001 - 2017 Operations Manager @ Jensen Wealth Advisors

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Dave Smith Education

Woodbury University
(Computer Science)

Dave Smith Summary

Dave Smith, based in Palm Desert, CA, US, is currently a Vice President of Compliance at Apollon Wealth Management, LLC. Dave Smith brings experience from previous roles at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC and Jensen Wealth Advisors. Dave Smith holds a Woodbury University. Dave Smith has 1 emails on RocketReach.

Dave Smith Emails

Found 1 emails

@apollonwealth.com

Dave Smith Phone Numbers

Found 2 phone numbers

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Top Apollon Wealth Management, LLC Employees

Timothy Hiscock

Founder, Portland Financial Group at Apollon Wealth Management, LLC

Portland, ME, US
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- +1 207-650-XXXX
- +1 207-899-XXXX
Aymen Kaboub

Managing Director at Apollon Wealth Management, LLC

United States
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- +1 317-965-XXXX
Ryan Wibberley

Managing Director at Apollon Wealth Management, LLC

Rockville, MD, US
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- +1 703-379-XXXX
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Kevin Caputo

Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC

Austin, TX, US
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Ryan Shanks

Chief Growth Officer at Apollon Wealth Management, LLC

Springfield, MA, US
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- +1 413-754-XXXX
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Jason Rosener

Managing Director at Apollon Wealth Management, LLC

Denver, CO, US
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Luke Dillon

Director, Wealth Management Advisor at Apollon Wealth Management, LLC

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Jill Guess

Director of Alternative Investments at Apollon Wealth Management, LLC

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Bernhard Koepp

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