Dave Smith

Dave Smith has a diverse work experience starting from 2004. Dave has recently worked as a Lead Business Analyst at Zones, LLC since December 2021. Prior to that, they were a Business Analyst at Infotech from November 2020 to December 2021. From 2016 to 2020, they worked as an Accounting Software Support Specialist at Harris School Solutions. Before that, Dave served as a Sr. Client Software/Technical Support Representative at BusHive Software from 2014 to 2016. Dave was also a Registered Representative at First Investors for a brief period in 2013. Dave's work history also includes roles such as Operations Manager at SPR from 2009 to 2013, Independent Representative and Investment Advisor Rep. at Primerica from 2010 to 2013, and Software Analyst at COINS from 2007 to 2010. Dave started their career as an Accounting Support, Training, and Installation Specialist at Auto/Mate Dealership Systems from 2005 to 2006. Dave also briefly served as a Banquet and Catering Chef at Union College in 2004.

Dave Smith obtained a Bachelor of Science degree in Professional Accountancy from LIU Post in 1982. Dave then went on to pursue an Associate of Science degree in Culinary Arts and Hotel/Restaurant Management from SUNY Schenectady County Community College, which they completed in 2003. Prior to these degrees, Dave attended Purdue University from 1977 to 1979, where they studied Electrical and Electronics Engineering. Dave also obtained a Regents diploma from Shenendehowa High School in 1977. In addition to their education, Dave holds various certifications including the Investment Advisor Representative (Series 65) from the SEC and FINRA, and the US Federal Securities Representative/Agent licenses. Dave is also a Certified Public Accountant, although currently inactive. Furthermore, Dave holds licenses in Life, Variable Annuities, Accident, and Health Insurance from the NYS Department of Financial Services.