Elliott Smith, Cfa Email & Phone Number

Greater Atlanta Area

Associate for one of STRH's top ranked research teams; currently the lead associate on 8 semiconductor companiesResponsible for delivering real-time bespoke research and generate proprietary financial models based on client requests, encompassing such areas as valuation, industry trends, company comparison, and derivative exposuresDevelop and maintain 3-statement linked, predictive financial models for 20 covered companies Research and write comprehensive reports on diverse industry topics such as Deep Learning, artificial intelligence, factory automation, and autonomous drivingCompose launch reports on new companies, which entail building a fully-linked 3-statement model, developing company bull / bear thesis, composing an industry overview, formulating TAM models, and initiating a valuation theoryConduct meetings and conference calls with CEOs and CFOs and maintain strong relationships with senior management of covered companiesAssist internal sales and trading with breaking news in the semiconductor sectorSeries 7, 63, 86, and 87 certified

Greater Atlanta Area

Founder and owner of Total Row Fitness; developed entire business model for foundation and operation of Total RowLeadership Experience: Oversee all aspects of the company, including marketing, accounting, finance, operations, legal, and employee developmentMarketing Experience: Design, implement, and oversee all marketing campaigns; create campaigns across Google AdWords, Facebook Ads, and print/online; build custom landing pages using Wordpress for individual ads (including click analysis for tracking); developed proprietary models for tracking marketing ROI across various outlets; designed, update, and maintain websiteFinance / Accounting Experience: Developed proprietary analysis to track revenue, profitability, and cost trends; optimize investment spend and resource allocation based on cost analysis and revenue correlation trends; model and project forward profit/loss statement; present analyses to management teamOperations: Design all class types and workouts; implemented studio layout and processes to allow for single employee operations (reducing necessary headcount and improving ROI); developed pricing model; monitor customer relations through in-person consultations and surveys; oversee employee development and training procedures Accomplishments: Created first rowing-centric fitness concept in Atlanta (now one of the largest in Southeast based on visits); grew revenue ~40% from year 1 to 2 (projected); expanded OPM ~24 points from year 1-2 (projected); expanded team from 2 to 8 in one year; increased membership by ~20% from year 1-2 (projected); 5/5 Google review rating, 5/5 Facebook review rating, 5/5 Yelp review rating; 4.9/5 ClassPass review rating

Greater Atlanta Area

Perform credit analysis for companies in the Investment Grade TMT (Technology, Media, and Telecommunications) and Retail sectorsForm industry opinions/outlooks that will help determine strategic and tactical positioning of investmentsAssist traders in determining relative value of specific securities based on fundamental value, equity volatility history, industry/company outlook, and spread levelsApply and update internal ratings for each company under my coverage based on internal standards and company forecasts Present monthly recommendations to investment team based on sector strategy and relative value

Large Atlanta Institutional Investor

Employ data from multiple outlets, including professional software such as Advent, FactSet, and Bloomberg, to create quarterly PowerPoint presentations to be delivered to clients and consultantsAct as a liaison and point of contact between clients, consultants, and the company

Designed pipeline, meter/regulator stations, and compressor stations for natural gas and nitrogen gas projects, balancing budgetary, time, and safety constraintsManaged and conducted in-field testing of all project components allowing over 100 miles of underground pipeline to be passed in accordance to United States safety standardsCommunicated between project foremen and Louisiana Department of Environmental Quality to insure proper environmental concerns were met throughout projectSupervised crews of up to 15 men ensuring safety, budgetary, and time requirements were metUsed Microsoft Excel to track current and future project budgets in excess of 2 billion dollars per projectMidcontinent Express Pipeline 2009 Certified Inspector

Mba - Finance, Finance, 3.8

Activities and Societies: Who's Who of America's Graduate Students, Leszek Wegrzyn Scholarship Recipient, Finance Society

Bce, Civil Engineering

Activities and Societies: Member of Alpha Lambda Delta National Academic Honor Society, Auburn Track and Field Honor Roll, Varsity Track.

Education record