Investment Advisor Representative
Current
Feb 2019 - Present
AeroLeads people directory · profile
Pomeroy Smith Ii Email & Phone Number
Investment Advisor Representative
at
Bison Wealth Management, LLC
1 work email found
@bisonwealth.net
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor Representative
Location
Raleigh, North Carolina, United States
Company size
Who is Pomeroy Smith Ii? Overview
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Quick answer
Pomeroy Smith Ii is listed as Investment Advisor Representative at Bison Wealth Management, LLC, a company with 2 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at bisonwealth.net and a matched LinkedIn profile for Pomeroy Smith Ii.
Pomeroy Smith Ii previously worked as Managing Member at Pathway Wealth Management Llc and Founder & CEO at P2 Consulting. Pomeroy Smith Ii holds Ba Management, Business from Texas Christian University.
Company email context
Email format at Bison Wealth Management, LLC
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*@bisonwealth.net
71% confidence
AeroLeads found 1 current-domain work email signal for Pomeroy Smith Ii. Compare company email patterns before reaching out.
Profile bio
About Pomeroy Smith Ii
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.
Listed skills include Investment Advisory, 401 Retirement Savings Plans, Equities, Portfolio Management, and 3 others.
Current workplace
Pomeroy Smith Ii's current company
Company context helps verify the profile and gives searchers a useful next step.
Bison Wealth Management, Llc
5 roles
Pomeroy Smith Ii work experience
A career timeline built from the work history available for this profile.
Managing Member
Pathway Wealth Management Llc
Providing separate account management for institutions, foundations, individuals, and families.
May 2016 - Jan 2019
Founder & Ceo
P2 Consulting
Jun 2011 - Jun 2016
Director Of Operations
Horizon Radiology/Petrays Veterinary Telemedicine Consultants
Feb 2008 - Jul 2011
Operations & Business Development
Darkhorse Medical Ventures Inc.
- 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
- 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.
- 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.
- 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.
Mar 2000 - Feb 2008
1 education record
Pomeroy Smith Ii education
FAQ
Frequently asked questions about Pomeroy Smith Ii
Quick answers generated from the profile data available on this page.
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 Bison Wealth Management, LLC?
Pomeroy Smith Ii is listed as Investment Advisor Representative at Bison Wealth Management, LLC.
What is Pomeroy Smith Ii's email address?
AeroLeads has found 1 work email signal at @bisonwealth.net for Pomeroy Smith Ii at Bison Wealth Management, LLC.
Where is Pomeroy Smith Ii based?
Pomeroy Smith Ii is based in Raleigh, North Carolina, United States while working with Bison Wealth Management, LLC.
What companies has Pomeroy Smith Ii worked for?
Pomeroy Smith Ii has worked for Bison Wealth Management, Llc, Pathway Wealth Management Llc, P2 Consulting, Horizon Radiology/Petrays Veterinary Telemedicine Consultants, and Darkhorse Medical Ventures Inc..
How can I contact Pomeroy Smith Ii?
You can use AeroLeads to view verified contact signals for Pomeroy Smith Ii at Bison Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Pomeroy Smith Ii attend?
Pomeroy Smith Ii holds Ba Management, Business from Texas Christian University.
What skills is Pomeroy Smith Ii known for?
Pomeroy Smith Ii is listed with skills including Investment Advisory, 401 Retirement Savings Plans, Equities, Portfolio Management, Wealth Management, Investments, and Seperatly Managed.
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