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 @
- 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 @
- 2008 -2010 Regional Director and External Life Wholesaler @
- 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
David Smith Education
- Northcentral University
Doctor of Philosophy (Ph.D.) (Business Administration and Management, General)
2011-2016 - The American College
CLU (ChFC, CASL, CFP certifications, Financial Planning and Services)
1983-2009 - Harvard University
Bachelor of Arts (Economics)
1976-1979 - The American College
Master of Science in Financial Services - MSFS (Financial Planning and Services)
- The American College
Master of Science in Management - MSM (Business Administration and Management)
David Smith Skills
- Estate Planning
- Financial Advisory
- Series 63
- Securities
- Financial Planners
- Series 7
- Fixed Annuities
- Series 6
- Wealth
- Retirement Planning
- Insurance
- Financial Services
- Employee Benefits
- Wealth Management
- Life Insurance
- Financial Planning
- Series 24
- Asset Managment
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.
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