David Smith

PR Officer and Head of Communications and Sales

David is a dedicated and passionate business development and relationship manager with over 20 year’s experience. David has experience working with individual investors, high net worth clients and financial advisors. He has been a wholesaler with several large mutual fund companies, investment counseling firms, and institutional asset management companies. He has experience working in the exempt market with issuers, dealers and individuals.  David has a passion for investor education and risk management and believes clients are best served by having transparency and understanding of their investments.

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