Michael Smith Email & Phone Number

Atlanta, Ga

Head of Southeast Institutional Equity Sales. Identify, develop, and grow institutional relationships with money managers - pension funds, hedge funds, traditional long-only fund managers, and private wealth/private bank equity managers while cultivating firm-to-firm partnerships.Highlights:• Exemplary personal record of increased production recognition based on consistent clientsatisfaction and exceeding Firm sales goals and expectations. Increased regional revenue 20% in 2015… Show more Head of Southeast Institutional Equity Sales. Identify, develop, and grow institutional relationships with money managers - pension funds, hedge funds, traditional long-only fund managers, and private wealth/private bank equity managers while cultivating firm-to-firm partnerships.Highlights:• Exemplary personal record of increased production recognition based on consistent clientsatisfaction and exceeding Firm sales goals and expectations. Increased regional revenue 20% in 2015 and placed in the top 10 of OpCo's internal institutional sales ranking.• Sourced and executed over 20 management roadshows in the southeast covering the industrial, technology, financial, and consumer sectors.• Provide valuable feedback to research/trading/capital markets on client investment parameters and interactions to increase Firm’s trading revenue.• Registered Representative – Series 7, 63, and 24 (Principal/Supervisory) Show less

Hired to develop the southeast institutional market - state pensions, hedge funds, long-only asset managers, and multiple strategy funds. Expertise in equity markets focused on autos, consumer - retail and staples, energy, financials, healthcare, industrials, and transportation.

Successfully positioned Firm’s Equity Research and Capital Markets as a premier resource both with existing clients, as well as with key prospects while offering ‘value added’ service and remaining mindful of clients’ investment objectives and strategies. Cross-selling focus across derivatives, algorithmic/electronic trading, syndicate/capital markets offerings, and prime brokerage services.

Atlanta, Ga

Institutional Equity Sales. Developed Institutional Equity franchise in the southeast. Covered territories included Atlanta, Florida, Charlotte, Richmond, Birmingham, and Nashville.

Atlanta, Ga

Corporate & Investment Banking. Positions within homebuilding industry sector, structured finance, and debt capital markets origination. Focus on credit and financial statement analysis and modeling, new business development, and client relationship management.

St. Petersburg, Fl

Marketed the institutional equity research product to the financial advisors within the retail division. Emphasis on equity idea generation. Established a successful retail liaison training program and assisted in new hire screening and interviewing.

Mba, Finance/Security Analysis

Valuation, Corporate Finance, Security Analysis. Enrolled in the Graham-Buffett Security Analysis program (endowment from alumni Mason.

Ba, Economics

Activities and Societies: Investment Club President