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Dave Smith Email & Phone Number

Vice President of Compliance at Apollon Wealth Management, LLC

Location: Palm Desert, California, United States 5 work roles 1 school

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✓ Verified Jul 2026 3 data sources Profile completeness 100%

Current company

Apollon Wealth Management, LLC

Role

Vice President of Compliance

Location

Palm Desert, California, United States

Company size

32 employees

Who is Dave Smith? Overview

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Quick answer

Dave Smith is listed as Vice President of Compliance at Apollon Wealth Management, LLC, a with 32 employees, based in Palm Desert, California, United States. AeroLeads shows a matched LinkedIn profile for Dave Smith.

Dave Smith previously worked as Vice President , Business Operations Manager at Goldman Sachs Personal Financial Management and Associate, Business Operations Manager at Goldman Sachs Personal Financial Management. Dave Smith holds Computer Science from Woodbury University.

Company email context

Email format at Apollon Wealth Management, LLC

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Apollon Wealth Management, LLC

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Profile bio

About Dave Smith

Dave Smith is a Vice President of Compliance at Apollon Wealth Management, LLC. He possess expertise in leadership, project management, creative problem solving, computer repair, microsoft office and 8 more skills.

Listed skills include Leadership, Project Management, Creative Problem Solving, Computer Repair, and 9 others.

Current workplace

Dave Smith's current company

Company context helps verify the profile and gives searchers a useful next step.

Apollon Wealth Management, Llc

Vice President of Compliance

mount pleasant, south carolina, united states

Website

apollonwealthmanagement.com

Employees

32

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Company profile

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5 roles

Dave Smith work experience

A career timeline built from the work history available for this profile.

Vice President Of Compliance

Current

Apollon Wealth Management, Llc

Oct 2023 - Present

Vice President , Business Operations Manager

Goldman Sachs Personal Financial Management

Palm Desert, California

Jan 2023 - Nov 2023

Associate, Business Operations Manager

Goldman Sachs Personal Financial Management

Palm Desert, California

Investment Advisory services offered by United Capital Advisers, LLC a Goldman Sachs Company

Jul 2019 - Jan 2023

Director Of Operations

United Capital Financial Advisers, Llc

Palm Desert, California, United States

Jul 2017 - Jul 2019

Operations Manager

Jensen Wealth Advisors

Apr 2001 - Jun 2017

Team & coworkers

Colleagues at Apollon Wealth Management, LLC

Other employees you can reach at apollonwealthmanagement.com. View company contacts for 32 employees →

FH

Foster Harrison Colleague at Apollon Wealth Management, LlcMount Pleasant, South Carolina, United States View → JA

Jim Almquist, Cfp® Colleague at Apollon Wealth Management, LlcQuincy, Massachusetts, United States View → NK

Nahal Kermani Colleague at Apollon Wealth Management, LlcGreater Chicago Area, United States View → TC

Tony Case Colleague at Apollon Wealth Management, LlcCharleston, South Carolina, United States View → AF

Ann Fiordaliso Colleague at Apollon Wealth Management, LlcGreater Philadelphia, United States View → DC

Dawn Campbell Colleague at Apollon Wealth Management, LlcMedford-Grants Pass Area, United States View → CF

Chris Franklin Colleague at Apollon Wealth Management, LlcMount Pleasant, South Carolina, United States View → RO

Raven Ostlind Colleague at Apollon Wealth Management, LlcMelbourne, Florida, United States View → TM

Travis Mowrey Colleague at Apollon Wealth Management, LlcBozeman, Montana, United States View → DD

Dee Dillingham Colleague at Apollon Wealth Management, LlcCharleston, South Carolina Metropolitan Area, United States View →

1 education record

Dave Smith education

Woodbury University

Computer Science

FAQ

Frequently asked questions about Dave Smith

Quick answers generated from the profile data available on this page.

What company does Dave Smith work for?

Dave Smith works for Apollon Wealth Management, LLC.

What is Dave Smith's role at Apollon Wealth Management, LLC?

Dave Smith is listed as Vice President of Compliance at Apollon Wealth Management, LLC.

Where is Dave Smith based?

Dave Smith is based in Palm Desert, California, United States while working with Apollon Wealth Management, LLC.

What companies has Dave Smith worked for?

Dave Smith has worked for Apollon Wealth Management, Llc, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, Llc, and Jensen Wealth Advisors.

Who are Dave Smith's colleagues at Apollon Wealth Management, LLC?

Dave Smith's colleagues at Apollon Wealth Management, LLC include Foster Harrison, Jim Almquist, Cfp®, Nahal Kermani, Tony Case, and Ann Fiordaliso.

How can I contact Dave Smith?

You can use AeroLeads to view verified contact signals for Dave Smith at Apollon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Dave Smith attend?

Dave Smith holds Computer Science from Woodbury University.

What skills is Dave Smith known for?

Dave Smith is listed with skills including Leadership, Project Management, Creative Problem Solving, Computer Repair, Microsoft Office, Microsoft Excel, Management, and Team Building.

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