Cooper Smith Email and Phone Number
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.
Cheetah Capital
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Account ExecutiveCheetah Capital Aug 2024 - PresentBoston, Massachusetts, United States
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Business Development InternCheetah Capital Jun 2024 - Sep 2024Boston, Massachusetts, United States
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Business Development Intern6Tool Jun 2024 - Sep 2024 -
AnalystHatter Angel Network Jan 2024 - Sep 2024Deland, Florida, United States
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Intern- Staff AccountantSolutions Group Accounting Firm Nov 2023 - Jan 2024Lake Mary, Florida, United States•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. -
Financial Services RepresentativeBaystate Financial Jun 2023 - Aug 2023Boston, Massachusetts, United States•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. -
Executive Board MemberStetson Baseball Volunteer Committee Aug 2022 - May 2023Deland, Florida, United States•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.
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Participating MemberStetson Baseball Leadership Group Aug 2021 - Dec 2021Deland, Florida, United States•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.
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Camp InstructorD-Bats Ft. Myers Jun 2020 - Jul 2021Ft. Myers, Florida•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.
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Camp OrganizerJeff Smith Baseball Camp Jun 2020 - Jan 2021Naples, Florida, United States•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.
Cooper Smith Skills
Cooper Smith Education Details
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Finance -
Investments And Securities
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High School Diploma
Frequently Asked Questions about Cooper Smith
What company does Cooper Smith work for?
Cooper Smith works for Cheetah Capital
What is Cooper Smith's role at the current company?
Cooper Smith's current role is Account Executive at Cheetah Capital | Investment Analyst at the Roland George Investments Program | Student-Athlete at Stetson University.
What schools did Cooper Smith attend?
Cooper Smith attended Stetson University, Stetson University, Community School Of Naples.
What skills is Cooper Smith known for?
Cooper Smith has skills like Leadership, Bloomberg Terminal, Problem Solving, Microsoft Excel, Quickbooks.
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Cooper Smith
Marketing Student At The University Of Wisconsin-Madison & Internal Ad Of Wud MusicMadison, Wi -
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3cornell.edu, vmware.com, vmware.com1 +193652XXXXX
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Cooper Smith
Salt Lake City Metropolitan Area1loanpro.io
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