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Dave Smith, Clu®, Chfc®, Cfa Level I Candidate Email & Phone Number
Principal Owner and Manager
at
E.J. Smith & Associates, Inc.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Principal Owner and Manager
Location
Greater Chicago Area, United States
Company size
Who is Dave Smith, Clu®, Chfc®, Cfa Level I Candidate? Overview
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Quick answer
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate is listed as Principal Owner and Manager at E.J. Smith & Associates, Inc., a with 3 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Dave Smith, Clu®, Chfc®, Cfa Level I Candidate.
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate previously worked as Principal Owner & Manager at E.J. Smith & Associates, Inc. and Marketing Director at E.J. Smith & Associates, Inc.. Dave Smith, Clu®, Chfc®, Cfa Level I Candidate holds Bachelor Of Science, (B.S.), Economics from University Of Iowa.
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E.J. Smith & Associates, Inc.
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Profile bio
About Dave Smith, Clu®, Chfc®, Cfa Level I Candidate
I am currently the principal owner of E.J. Smith & Associates, a company that performs a variety of traditional insurance functions on behalf of large insurance companies. This includes program development, sales and marketing, underwriting, policy issuance and administration. My primary market is college and university students, staff, and alumni.I have enjoyed a lucrative career growing the business in executive management and marketing director roles. I’ve utilized my passion for quantitative analysis, data analytics, econometrics, multiple linear regression analysis, actuarial science, and SQL to generate reports, write data-driving strategic plans, and make accurate profit and loss projections that allowed me to mitigate ongoing changes in the healthcare marketplace, including market disruption following passage of the ACA. I am ready for a different challenge. I am seeking a corporate opportunity to bring my experiences and passions into various roles, including more entry-level positions where I can demonstrate my ability to succeed as either a team member. Of course, in certain roles I could serve in a more senior capacity given my extensive insurance and financial background. I’m open to any unique opportunity but am currently focusing on data analyst, advanced analytics, data management analytics, financial analysis, or health and benefits analyst.
Listed skills include Health Insurance, Risk Management, Employee Benefits, Underwriting, and 33 others.
Current workplace
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate's current company
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E.J. Smith & Associates, Inc.
6 roles
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate work experience
A career timeline built from the work history available for this profile.
Principal Owner & Manager
Current
E.J. Smith & Associates, Inc.
• Responsible for total management of operations and problem solving, including executive strategy, financial accountability (budgeting, profit & loss), daily operations, HR obligations, license compliance, and so on• Led CRM-related initiatives by rolling out nurture marketing strategy to retain customers over time, increasing convenience through e-pay/e-signature platform (also stabilized payment processing and cash flow). • Effectively perform quantitative analysis, manipulation, and presentation using SQL, WordPress, DBMS, FoxPro, Access, Excel, PowerPoint, HTML, Equity & Options Trading Platform, and self-authored code.
Oct 2001 - Present
Marketing Director
E.J. Smith & Associates, Inc.
• Increased sales of proprietary insurance product from $350,000 to $2,500,000 in under five years• Increased national market size and penetration from 250 to over 1,200 universities, colleges, vocational-educational institutions, and seminaries
Jul 1990 - Oct 2001
Communications Chair
CurrentDraft and send press releases that contain important information for the organization. Updates about clients to print and broadcast media outlets. Help organize events at which clients can meet with the public to increase product awareness or knowledge of services or recent developments. Promote the NAHU organization and our local chapter.
Mar 2012 - Present
Legislative Chairman
As Legislative chair of the largest Illinois chapter of the National Association of Health Underwriters, coordinate with local association Legislative Chairs in Illinois. Represent Chicago & Northeastern Illinois on the NAHU Region 3 Legislative Council. Coordinate with other producer organizations on Illinois Insurance Legislative Day Activities.
May 2012 - Jul 2015
Principal
Smith Financial Planning
Work with clients to build, monitor and re-balance investment portfolios based on individual risk tolerance and life cycle status. Highly disciplined approach using many tools including metrics self-designed to keep clients on track. Adviser role includes cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning, business succession planning.
Jul 1993 - Aug 2015
4 education records
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate education
Bachelor Of Science, (B.S.), Economics
University Of Iowa
Clu - Chartered Life Underwriter
The American College Of Financial Services
Chfc - Chartered Financial Consultant
The American College Of Financial Services
Economics
Loyola University Chicago
FAQ
Frequently asked questions about Dave Smith, Clu®, Chfc®, Cfa Level I Candidate
Quick answers generated from the profile data available on this page.
What company does Dave Smith, Clu®, Chfc®, Cfa Level I Candidate work for?
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate works for E.J. Smith & Associates, Inc..
What is Dave Smith, Clu®, Chfc®, Cfa Level I Candidate's role at E.J. Smith & Associates, Inc.?
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate is listed as Principal Owner and Manager at E.J. Smith & Associates, Inc..
Where is Dave Smith, Clu®, Chfc®, Cfa Level I Candidate based?
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate is based in Greater Chicago Area, United States while working with E.J. Smith & Associates, Inc..
What companies has Dave Smith, Clu®, Chfc®, Cfa Level I Candidate worked for?
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate has worked for E.J. Smith & Associates, Inc., Nahu, and Smith Financial Planning.
How can I contact Dave Smith, Clu®, Chfc®, Cfa Level I Candidate?
You can use AeroLeads to view verified contact signals for Dave Smith, Clu®, Chfc®, Cfa Level I Candidate at E.J. Smith & Associates, Inc., including work email, phone, and LinkedIn data when available.
What schools did Dave Smith, Clu®, Chfc®, Cfa Level I Candidate attend?
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate holds Bachelor Of Science, (B.S.), Economics from University Of Iowa.
What skills is Dave Smith, Clu®, Chfc®, Cfa Level I Candidate known for?
Dave Smith, Clu®, Chfc®, Cfa Level I Candidate is listed with skills including Health Insurance, Risk Management, Employee Benefits, Underwriting, Brokers, Economics, Investment Management, and Life Insurance.
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