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    Dave Smith

    Principal at Oz Advisors, LLC

    Based on the available information, here's what we know about Dave Smith, Principal at Oz Advisors, LLC:

    Dave Smith is a Principal at Oz Advisors, LLC, a real estate consulting firm.3 He has significant experience in the financial services and real estate industries.

    Professional Background

    Current Role:

    • Principal at Oz Advisors, LLC, focusing on real estate consulting3

    Previous Experience:

    • National Director of Real Estate Development (prior role)
    • Managing Director at BlackRock, one of the world's premier global asset and risk management firms2
    • Worked with investment advisors and high net worth individuals at Fidelity Investments2

    Education and Qualifications

    Dave Smith holds several professional designations and has a strong educational background:

    • Bachelor's degree (likely in business administration or a related field)12
    • CFA (Chartered Financial Analyst) charterholder1
    • Certified Investment Management Analyst™ (CIMA) designation2
    • CERTIFIED FINANCIAL PLANNER® (CFP) designation2

    Professional Associations

    • Member of the National Association of Personal Financial Advisors (NAPFA)2
    • Member of the Investments & Wealth Institute (IWI)2
    • Previously served on the board of directors of CFA Society Chicago1

    Other Involvements

    • Member of the Board of Advisors for Catholic Charities of the Archdiocese of Chicago since October 20004

    Dave Smith appears to be a seasoned professional with extensive experience in financial services, investment management, and real estate consulting. His diverse background and professional qualifications suggest he brings a wealth of knowledge to his role as Principal at Oz Advisors, LLC.

    Related Questions

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    Dave Smith
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    Location

    Chicago, Illinois, United States