David Smith Email & Phone Number

University Faculty, Financial Planning and Behavioral Finance @ Western Carolina University

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David Smith Location

Asheville, NC, US

David Smith Work

2022 - now University Faculty, Financial Planning and Behavioral Finance @ Western Carolina University
2017 - now Medicare Insurance Specialist @ Calmedicare.info
2020 - now Travel Agency Owner and Ocean Adventure Planner @ Smith Ocean Adventure Travel

2005 - now President @ Oahu Adventures Foundation, Inc.
2013 - 2016 Regional Vice President @ AIG Insured Solutions Group - American General - Advisor Insurance Solutions Cen
2010 - 2013 External Life Wholesaler and Regional Vice President @ Prudential Financial
2008 - 2010 Regional Director and External Life Wholesaler @ Lincoln Financial Group
2000 - 2007 Vice President @ Life Insurance Wholesaling
1999 - 2000 National Sales Manager and Design @ Clark/Bardes
1972 - 1975 Eagle Scout @ Troop 117 Crater Lake Council

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David Smith Education

Northcentral University
Doctor of Philosophy (Ph.D.) (Business Administration and Management, General)
2011 - 2016
The American College of Financial Services
CLU, ChFC, CASL, CFP certifications (Financial Planning and Services)
1983 - 2009
Harvard University
Bachelor of Arts (Economics)
1976 - 1979

The American College of Financial Services
Master of Science in Financial Services - MSFS (Financial Planning and Services)
The American College of Financial Services
Master of Science in Management - MSM (Business Administration and Management)

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David Smith Skills

Estate Planning
Financial Advisory
Series 63

Securities
Financial Planners
Series 7
Fixed Annuities
Series 6
Wealth
Retirement Planning

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David Smith Summary

David Smith, based in Asheville, NC, US, is currently a University Faculty, Financial Planning and Behavioral Finance at Western Carolina University. David Smith brings experience from previous roles at Calmedicare.info, Smith Ocean Adventure Travel, Oahu Adventures Foundation, Inc. and AIG Insured Solutions Group - American General - Advisor Insurance Solutions Cen. David Smith holds a 2011 - 2016 Doctor of Philosophy (Ph.D.) in Business Administration and Management, General @ Northcentral University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Securities, Financial Planners and more. David Smith has 1 emails and 1 mobile phone numbers on RocketReach.

David Smith Emails

Found 1 emails

@wcu.edu

David Smith Phone Numbers

Found 4 phone numbers

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David Smith

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Torrance, CA, US
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David Smith

Founder and CEO at Mattress Depot USA

Kirkland, WA, US
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David Smith

Chair and CEO at Ceres Tag

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David Smith

President at Smith Medical, LLC

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David Smith

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- +1 904-219-XXXX
- +1 904-477-XXXX
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