Organized in 1962, Philo Smith & Co. is one of the leading independent investment banking firms specializing in insurance and other financial services companies. It provides three types of services to clients: Insurance Mergers & Acquisitions Advisory, Investment Management, and Research.

• Member of Development Program with responsibilities that included investment analysis, asset allocation, and business plan creation. Analyzed portfolios of high net worth clients and evaluated financial products to ensure maximum return and income within appropriate volatility budgets.

• Member of MBA Consulting Team. Analyzed and modeled operational risk, assessed market growth potential, and created growth plan for Currency Management division resulting in decreased value at risk and greater efficiency.

• Business development of corrugated packaging to industrial accounts through compiling territorial market data and prospecting. Managed $2 million PPG account. Increased sales by 20% in down market through international shipments to capitalize on arbitrage opportunity.• Created cost savings analysis and quantified outcome options for IKEA, PPG and Sonoco to increase operational efficiencies of manufacturing facilities. Developed action plans to implement cost savings and presented post implementation analysis to ensure results.

• Developed high-end consumer packaging business with focus on the entertainment industry.• Managed BMG / Columbia House account with annual sales of $7 million. Analyzed product usage patterns and quantified cost savings through improved inventory management resulting in $900k sales increase taken from competition.• Created division wide competitive pricing analysis resulting in increased profitability for Sony Music, Sony Pictures, Universal Home Video, and Universal Music.

• Developed promotion marketing events for southeast region- Concerts, Pro and Collegiate Sporting Events, etc.• Promoted synergies between event, internet and other marketing initiatives.