Pomeroy Smith Ii Email and Phone Number
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Experienced Registered Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Investments, Wealth Management, Equities, and Portfolio Management. Strong finance professional with a BA Management focused in Business from Texas Christian University.
Bison Wealth Management, Llc
View- Website:
- bisonwealth.net
- Employees:
- 2
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Investment Advisor RepresentativeBison Wealth Management, Llc Feb 2019 - PresentRaleigh, Nc. 27612 -
Managing MemberPathway Wealth Management Llc May 2016 - Jan 2019Dallas, TexasProviding separate account management for institutions, foundations, individuals, and families.
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Founder & CeoP2 Consulting Jun 2011 - Jun 2016Raleigh-Durham, North Carolina Area
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Director Of OperationsHorizon Radiology/Petrays Veterinary Telemedicine Consultants Feb 2008 - Jul 2011The Woodlands, Texas
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Operations & Business DevelopmentDarkhorse Medical Ventures Inc. Mar 2000 - Feb 2008Raleigh, North Carolina• Developed and facilitated daily operations and implementation of the first internet-based telemedicine service company. Negotiated start-up capital and developed/initiated marketing and sales strategies.• Managed the full customer follow up and follow through process; focused on retaining clients, winning new business, and acquiring new market share. Built repeat-clients and happy customers. • Promoted growth by responding to direct sales inquiries from potential customers;… Show more • Developed and facilitated daily operations and implementation of the first internet-based telemedicine service company. Negotiated start-up capital and developed/initiated marketing and sales strategies.• Managed the full customer follow up and follow through process; focused on retaining clients, winning new business, and acquiring new market share. Built repeat-clients and happy customers. • Promoted growth by responding to direct sales inquiries from potential customers; communicated and distributed marketing programs to customers while managing and promoting the use of additional technology integration from third party vendors to clients.• Ensured compliance and managed the direct operations of all accounting functions including: accounts receivable, accounts payable, and pro forma. This work was completed by driving profit/loss, new business development, and investor relationships for Darkhorse Medical.• Successfully directed the extensive development of the new Darkhorse website including database (Oracle) structure and functionality, integration of CRM (Salesforce.com) for technical and customer support documentation for more than 3,000 clients. Provided connectivity support for client DICOM-compliant imaging modalities including: ultrasound, digital radiography, nuclear medicine, magnetic resonance imaging (MRI), and computed tomography (CT). Show less
Pomeroy Smith Ii Skills
Pomeroy Smith Ii Education Details
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Business
Frequently Asked Questions about Pomeroy Smith Ii
What company does Pomeroy Smith Ii work for?
Pomeroy Smith Ii works for Bison Wealth Management, Llc
What is Pomeroy Smith Ii's role at the current company?
Pomeroy Smith Ii's current role is Investment Advisor Representative.
What is Pomeroy Smith Ii's email address?
Pomeroy Smith Ii's email address is po****@****ail.com
What schools did Pomeroy Smith Ii attend?
Pomeroy Smith Ii attended Texas Christian University.
What are some of Pomeroy Smith Ii's interests?
Pomeroy Smith Ii has interest in Fly Fishing, Snow Skiing, Backpacking, Mountain Biking.
What skills is Pomeroy Smith Ii known for?
Pomeroy Smith Ii has skills like Investment Advisory, 401 Retirement Savings Plans, Equities, Portfolio Management, Wealth Management, Investments, Seperatly Managed.
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