Grace Smrek Email & Phone Number

Boston, Ma, Us

Newton, Massachusetts, United States

• Manage finance and operations tasks, including executing revenue and expense analysis for financial statement preparation, negotiating vendor contracts, and researching software upgrades for improved office efficiency• Support the Life Insurance Division by ordering in-force illustrations and performing computations/analysis for executive benefit planning • Assist the Retirement Division with updating retirement committee lists for marketing efforts and 5500 form retrieval• Help the Wealth Management Division with asset management agreement preparationFounded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management services firm. Fortune 500 corporations, non-profits, venture-backed private equity portfolio companies, family-owned businesses, and individuals appreciate the company as much for its ability to deliver innovative, cost-effective solutions as well as its thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains our guiding principle.

New York, New York, United States

• Directly involved in security and portfolio development and analysis, fostering a comprehensive understanding of asset evaluation, risk assessment, and portfolio optimization techniques within dynamic capital markets• Gaining research experience with late-stage venture backed private equity, private share investments, and IPOs

East Setauket, New York, United States

• Monitored pool areas to ensure safety of patrons and prevent accidents• Maintained a clean and safe environment by enforcing pool rules/regulations and preforming regular chemical tests• Responded to emergencies, providing first aid when necessary• Certified in CPR, AED, First Aid, Lifeguarding, Bloodborne Pathogens Training, OSHA Chemical Handling Training, Heat Stress Training

Holbrook, New York, United States

• Prepared estate planning documents, communicated with clients to schedule appointments and answer financial questions, participated in client consultations, and designed a "Financial Love Letter" to provide clients for generational estate and family planning

East Setauket, New York, United States

• Monitored pool areas to ensure safety of patrons and prevent accidents• Maintained a clean and safe environment by enforcing pool rules/regulations and preforming regular chemical tests• Responded to emergencies, providing first aid when necessary• Certified in CPR, AED, First Aid, Lifeguarding, Bloodborne Pathogens Training, OSHA Chemical Handling Training, Heat Stress Training

Bsba, Ba, Finance And Economics

2022-23 Activities and Societies: Class of 2026 Vice President (VP), SGA Academic Affairs Committee Chair, SGA Finance Committee, Student.

Education record

All Activities and Societies: Swimming and Diving Team Captain, President and Student Liaison of the Three Village Industry Advisory.