Matthew Smith work email
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Matthew Smith personal email
I'm a financial professional experienced in relationship and investment management for ultra-high-net-worth clients. Happy when I'm meeting people and learning something new!/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Ubs
View- Website:
- nyftyfitness.com
- Employees:
- 28
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Senior Wealth Strategy AssociateUbsWashington, Dc, Us
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Senior Wealth Strategy AssociateUbs May 2023 - PresentZurich, Ch- Modified and implemented the investment strategy for a private wealth team with ~$1B in assets- Analyzed macro economic factors to make tactical investment decisions- Conducted and participated in regular reviews and conversations with clients, focusing on their needs and providing bespoke financial solutions - Kept client asset allocations up to date, solving for sensitivity to taxes and volatility - Relationship manager and liaison to the firm for ultra-high-net-worth clients -
Financial AnalystGoldman Sachs Oct 2021 - Mar 2023New York, New York, Us-Worked with Private Wealth Advisors to develop and implement the strategy of managing ~$10bn in assets of ultra-high-net-worth individuals and families-Performed all trading, on discretion and at client request for all securities, including equities, fixed income products and OTC derivatives-Proposed and implemented solutions to help clients hedge and diversify their assets, in addition to generating yield and liquidity, often implementing diverse options strategies-Responsible for asset allocation, rebalancing, tax loss harvesting, and due diligence into investments, both public and private- Served as an intermediary between clients and the firm, providing ad hoc solutions to sensitive financial inquiries -
Securities AnalystGoldman Sachs Feb 2020 - Oct 2021New York, New York, Us-Managed the operational risk of institutional trading, ensuring that all legal and economic details of trades were agreed to between the firm and its counterparties-Amended and booked trades at Sales and Trading’s direction, ensuring reconciliation between both parties-Worked with an international team to cover global trading risk, often requiring fast paced coordination to resolve extremely time sensitive issues-Learned from traders the manner and strategy in which the firm profits from various products, and taught the confirmations team how our work helped protect the firm’s revenue
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High Net Worth RepresentativeFidelity Investments Jan 2019 - Jan 2020Boston, Ma, Us-Responsible for executing trades directed by clients and their Financial Consultants, including equities, mutual funds, options and precious metals-Guided clients through trading on margin, ensuring accuracy and that margin calls were satisfied efficiently and on time-Processed bank wires, electronic funds transfers and transfers in-kind of securities-Provided clients detailed information on market activity, trading practices and regulations-Managed relationships with clients and their Financial Consultants, implementing investmentstrategies and providing information regarding services offered by Fidelity -
Assitant Campaign ManagerJack Rubin State Senate Campaign Apr 2018 - Jul 2018-Analyzed voter demographics to create a “Get Out the Vote” strategy aimed at increasing voter turnout-Assisted Mr. Rubin in crafting a message that sought to appeal to urban as well as rural voters and decrease objections raised at campaign events-Provided advice in real time at debates and campaign speeches-Recruited volunteers to help collect many of the 2,000 signatures to place Mr. Rubin on the ballot.-Relayed Mr. Rubin’s campaign platform to thousands of voters in their homes
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Intern For Senator Howard StephensonState Of Utah Jan 2018 - Apr 2018Taylorsville, Utah, Us-Responsible for tracking and managing all of the Senator’s sponsored legislation, ensuring every bill was presented on time and that supporters attended all necessary public hearings-Researched and compiled all media about the Senator’s legislation to help the him respond to criticism and find supporters that he could call on for testimony throughout the process-Managed the Senator’s public relations by responding to all of his emails and planning all events with constituents, lobbyists and government officials-Edited Power Point presentations that were presented to hundreds of legislators and educators around the country-Researched legislation to compile talking points on key issues, typically economic growth, taxation, and education funding
Matthew Smith Skills
Matthew Smith Education Details
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Brigham Young UniversityPolitical Science
Frequently Asked Questions about Matthew Smith
What company does Matthew Smith work for?
Matthew Smith works for Ubs
What is Matthew Smith's role at the current company?
Matthew Smith's current role is Senior Wealth Strategy Associate.
What is Matthew Smith's email address?
Matthew Smith's email address is ma****@****chs.com
What schools did Matthew Smith attend?
Matthew Smith attended Brigham Young University.
What skills is Matthew Smith known for?
Matthew Smith has skills like Public Speaking, Public Relations, Stata, Spanish, Data Analysis, Statistical Analysis, Social Media, Research, Event Planning, Microsoft Office, Microsoft Excel, Teamwork.
Who are Matthew Smith's colleagues?
Matthew Smith's colleagues are Ethan Harro, Flloyd Rewa.
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