As a dedicated and ambitious student currently pursuing a Bachelor’s Degree in Finance and Professional Sales at Indiana University Kelley School of Business, I am passionate about understanding the complexities of the financial world and applying this knowledge to real-world challenges. Through my experiences as a student at Indiana University and my work as Recruitment Director of the Zeta Beta Tau - Beta Gamma Chapter, I have developed strong organizational, leadership, and communication skills.My interest primarily lies in areas such as investment banking, financial analysis, and wealth management. I am continually seeking opportunities to apply my analytical skills and knowledge in finance to solve problems, innovate, and contribute to the growth of an organization.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
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Wealth Management InternMorgan StanleyPotomac, Md, Us
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Recruitment DirectorZeta Beta Tau Fraternity Aug 2023 - Nov 2024Bloomington, Indiana, United States- Design and manage rush events, achieving robust attendance and membership- Create and execute community outreach and fundraising initiatives, raising $7,000+ for cancer non-profit- Coordinate and manage the annual Holiday Toy Drive -
Business Development Intern | VmwareCarahsoft May 2024 - Aug 2024Reston, Virginia, United States- Targeted 200+ VMware clients registering 25% for a new partners’ benefit program webinar- Attended Weekly Forecast Calls and Team Meetings regarding quarterly procurement goals- Researched client and industry data to support growth initiatives, leveraging CRM and business intelligence tools for strategic insights- compiled expense report for the 4th quarter of the fiscal year -
Ubs Private Wealth Management Winter InternUbs Dec 2023 - May 2024Paramus, New Jersey, United States- Shadowed a financial advisor at client meetings and strategic planning sessions, gaining deep insights into private wealth management- Discussed transaction insights and portfolio updates with HNW clients, aiding decisions on a $2.8B portfolio- Researched target companies’ boards and executives, creating a detailed Excel database of 50 high-potential client leads -
Coach/Camp CounselorKoa Sports League Jun 2021 - Aug 2023Rockville, Maryland, United States- Coached and taught campers fundamentals for multi-sport camp - Conducted age appropriate drills, games and sports- Assisted the camp director and coaches with the daily operations of summer camp -
InstructorKids Enjoy Exercise Now - Keen Usa Nov 2020 - Mar 2022- Initiated and led physical activities with teens with developmental and physical disabilities - Engaged in fundraising activities -
Basketball CoachMaryland Basketball Academy - Mba May 2018 - Aug 2021Rockville, Maryland, United States- Taught campers fundamental basketball skills- Led team building and sportsmanship exercises
Ian Smith Education Details
Frequently Asked Questions about Ian Smith
What company does Ian Smith work for?
Ian Smith works for Morgan Stanley
What is Ian Smith's role at the current company?
Ian Smith's current role is Wealth Management Intern.
What schools did Ian Smith attend?
Ian Smith attended Indiana University - Kelley School Of Business, Thomas Sprigg Wootton High School.
Who are Ian Smith's colleagues?
Ian Smith's colleagues are Maryann Kelly, Meera Behera, Prashant Saxena, Shannon Nichols, Carly Long, Pat Murphy, Gopal Gupta.
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