Account Executive
Current
Aug 2024 - Present
AeroLeads people directory · profile
Cooper Smith Email & Phone Number
Account Executive at Cheetah Capital | Investment Analyst at the Roland George Investments Program | Student-Athlete at Stetson University
at
Cheetah Capital
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Account Executive at Cheetah Capital | Investment Analyst at the Roland George Investments Program | Student-Athlete at Stetson University
Location
Naples, Florida, United States
Who is Cooper Smith? Overview
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Quick answer
Cooper Smith is listed as Account Executive at Cheetah Capital | Investment Analyst at the Roland George Investments Program | Student-Athlete at Stetson University at Cheetah Capital, based in Naples, Florida, United States. AeroLeads shows a matched LinkedIn profile for Cooper Smith.
Cooper Smith previously worked as Account Executive at Cheetah Capital and Business Development Intern at Cheetah Capital. Cooper Smith holds Master Of Business Administration - Mba, Finance from Stetson University.
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Email format at Cheetah Capital
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Cheetah Capital
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Profile bio
About Cooper Smith
I am pursuing a Bachelor of Business Administration degree at Stetson University, with a focus on Investments and Securities. I am currently an intern at Solutions Group Accounting Firm, where I apply my QuickBooks certification and analytical skills to support various accounting functions and financial reporting activities.As a former financial services representative at Baystate Financial, I gained valuable experience in conducting market research, assessing client needs, and collaborating with senior advisors to provide tailored financial planning solutions. I also served as an executive board member at Stetson Baseball Volunteer Committee, where I helped organize and participate in community service events with local organizations. I am passionate about making a positive impact in the financial industry and society, and I believe I can bring diverse perspectives and experiences to the team.
Listed skills include Leadership, Bloomberg Terminal, Problem Solving, Microsoft Excel, and 1 others.
Current workplace
Cooper Smith's current company
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10 roles
Cooper Smith work experience
A career timeline built from the work history available for this profile.
Business Development Intern
Jun 2024 - Sep 2024
Business Development Intern
Jun 2024 - Sep 2024
Analyst
Hatter Angel Network
Jan 2024 - Sep 2024
Intern- Staff Accountant
- Proficiently conducted data entry and financial analysis utilizing accounting software and spreadsheets, contributing to accurate financial reporting and analysis.
- Assisted in managing accounts payable and receivable processes, including invoice processing, payment verification, and account reconciliation, ensuring meticulous financial records.
- Contributed to bank reconciliation activities, maintaining precise financial records and verifying statement accuracy to support the integrity of financial statements.
Nov 2023 - Jan 2024
Financial Services Representative
- Applied comprehensive market research methodologies to identify and guide prospective clients across diverse markets, providing tailored financial planning guidance and solutions.
- Maintained open lines of communication with potential clients to assess their requirements and to determine alignment with the firm’s existent service offerings.
- Collaborated closely with senior advisors to facilitate the development and submission of trusts, new life insurance policies, and other comprehensive financial plans.
Jun 2023 - Aug 2023
Executive Board Member
Stetson Baseball Volunteer Committee
- Operated collaboratively with fellow executive board members to optimize community service offerings with various local volunteer organizations.
- Cultivated a community-driven environment that fostered active participation and encouraged team members to contribute their perspectives, thereby maximizing the impact of community events.
Aug 2022 - May 2023
Participating Member
Stetson Baseball Leadership Group
- Engaged with top industry leaders to glean insights into their experiences, learning from their achievements, setbacks, and the essential qualities they consider leaders to have.
- Demonstrated an ability to grasp the diverse challenges faced by leaders, thereby gaining a comprehensive understanding of leadership principles and practices.
Aug 2021 - Dec 2021
Camp Instructor
D-Bats Ft. Myers
- Managed camp operations for an organization that empowers and motivates athletes to excel in baseball or softball through cutting-edge facilities and technology.
- Cooperated with team members to facilitate engaging discussions, foster a positive camp attitude, and develop enriching activities to enhance the overall camper experience.
Jun 2020 - Jul 2021
Camp Organizer
Jeff Smith Baseball Camp
- Ensured that over 110 campers (yearly) received the requisite support and instruction to propel their baseball careers to transcending levels.
- Organized thirty+ professional and college baseball coaches to maximize their knowledge in order to optimize the camper’s natural talents.
Jun 2020 - Jan 2021
3 education records
Cooper Smith education
Master Of Business Administration - Mba, Finance
Bachelor Of Business Administration - Bba, Investments And Securities
High School Diploma
FAQ
Frequently asked questions about Cooper Smith
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What company does Cooper Smith work for?
Cooper Smith works for Cheetah Capital.
What is Cooper Smith's role at Cheetah Capital?
Cooper Smith is listed as Account Executive at Cheetah Capital | Investment Analyst at the Roland George Investments Program | Student-Athlete at Stetson University at Cheetah Capital.
Where is Cooper Smith based?
Cooper Smith is based in Naples, Florida, United States while working with Cheetah Capital.
What companies has Cooper Smith worked for?
Cooper Smith has worked for Cheetah Capital, 6Tool, Hatter Angel Network, Solutions Group Accounting Firm, and Baystate Financial.
How can I contact Cooper Smith?
You can use AeroLeads to view verified contact signals for Cooper Smith at Cheetah Capital, including work email, phone, and LinkedIn data when available.
What schools did Cooper Smith attend?
Cooper Smith holds Master Of Business Administration - Mba, Finance from Stetson University.
What skills is Cooper Smith known for?
Cooper Smith is listed with skills including Leadership, Bloomberg Terminal, Problem Solving, Microsoft Excel, and Quickbooks.
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