Pomeroy Smith Ii

Pomeroy Smith Ii Email and Phone Number

Investment Advisor Representative @ Bison Wealth Management, LLC
3838 Oak Lawn Ave,
Pomeroy Smith Ii's Location
Raleigh, North Carolina, United States, United States
Pomeroy Smith Ii's Contact Details

Pomeroy Smith Ii work email

Pomeroy Smith Ii personal email

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.

Pomeroy Smith Ii's Current Company Details
Bison Wealth Management, LLC

Bison Wealth Management, Llc

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Investment Advisor Representative
3838 Oak Lawn Ave,
Website:
bisonwealth.net
Employees:
2
Pomeroy Smith Ii Work Experience Details
  • Bison Wealth Management, Llc
    Investment Advisor Representative
    Bison Wealth Management, Llc Feb 2019 - Present
    Raleigh, Nc. 27612
  • Pathway Wealth Management Llc
    Managing Member
    Pathway Wealth Management Llc May 2016 - Jan 2019
    Dallas, Texas
    Providing separate account management for institutions, foundations, individuals, and families.
  • P2 Consulting
    Founder & Ceo
    P2 Consulting Jun 2011 - Jun 2016
    Raleigh-Durham, North Carolina Area
  • Horizon Radiology/Petrays Veterinary Telemedicine Consultants
    Director Of Operations
    Horizon Radiology/Petrays Veterinary Telemedicine Consultants Feb 2008 - Jul 2011
    The Woodlands, Texas
  • Darkhorse Medical Ventures Inc.
    Operations & Business Development
    Darkhorse Medical Ventures Inc. Mar 2000 - Feb 2008
    Raleigh, 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

Investment Advisory 401 Retirement Savings Plans Equities Portfolio Management Wealth Management Investments Seperatly Managed

Pomeroy Smith Ii Education Details

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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