Marc Smith Email & Phone Number

New York, Ny, Us

New York, New York, United States

Rockland, Massachusetts, United States

– Took part in training sessions led by senior leaders involving markets, portfolio management, and life lessons geared towards young professionals eager to start a career in financial services.– Presented research in the form of a stock pitch and group project at the culmination of the program.

Boston, Massachusetts, United States

– Worked with a team of bankers, investment specialists, wealth advisors, and lending specialists to understand Ultra-high net worth client needs and examined market activities to develop and execute strategies that help clients meet their financial goals– Conducted client review decks, statement analysis, market/product research and analysis, and prospecting projects; gained exposure to client meetings, teach-ins with specialists, and the trading desk– Presented final project to firm leaders in a prospective client role-play scenario, analyzing the prospect’s balance sheet, goals, and background to develop creative investment solutions

Naples, Florida, United States

– Conduct and present research and analysis on equity securities: screen for appropriate investment candidates; examine macro, industry and company research; query investor relations personnel on outlook and other research matters; and create full financial model including discounted cash flow valuation on one company.– Collaborate with other summer interns as well as gaining exposure to fixed income analysis and trading desk.

Norwell, Massachusetts, United States

– Started as camp counselor for beginner ice-hockey goaltenders ages 12 and under, promoted to role as assistant coach training all ages under the leadership of head coaches, worked to position of head coach to lead one-on-one/group based training sessions for players of beginner to advanced skill levels.– Coaching style placed an emphasis on work ethic, technique, and mental preparation.

Cape Cod, Ma

Advertised (social media and in-person), tracked finances (excel), and worked collaboratively with clients to fulfill their specific needs. Washed over 40 cars with the options of exterior ($30), interior ($40), or both ($65). Made improvements to quality of service by investing portions of generated revenue into upgrades for equipment.

Bachelor Of Arts - Ba, Economics And Psychology

Activities and Societies: Varsity Men's Ice-Hockey (Goalie) Road to Finance Wesleyan Investment Group DKEGPA: 3.93

High School Diploma

Activities and Societies: Boys' Varsity Ice-Hockey (Goalie)