Nicholas Smith Email & Phone Number

Los Angeles, California, United States

Los Angeles, California, United States

• Value/audit multiple clients’ OTC derivative portfolios including interest rate swaps, FX spots, FX forwards, credit default swaps, exotic equity derivatives (barrier, knock in/out, etc.), caps, floors, swaps, and swaptions.• Generate Excel master files with VBA macros to automate and reduce time spent on daily client tasks. Use Python so we could automate more tasks outside the Microsoft office suite. Reduced time spent on manually producing client deliverables by up to 50%.• Hold regular meetings with clients to discuss valuation issues and implemented short- and long-term solutions. Troubleshot discrepancies and raised issues to development team for correction.• Test upcoming releases of model libraries to ensure accuracy. Provide feedback of any real and potential issues with potential solutions when possible.

Los Angeles Metropolitan Area

As an Equitable Advisors financial professional, our mission is to help individuals, families and businesses achieve and sustain financial stability.This mission is anchored on two core principles: building trusted and long term relationships with our clients and modeling and promoting generosity.Today's investment climate offers unprecedented opportunities. We seek to help our clients take advantage of those opportunities by providing them with three key tools:1. A clear understanding of their financial goals2. A well-defined financial road map for achieving those goals3. Ongoing advice to help adjust their road map when their needs changeSecurities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. CA Insurance License #4051357

Point Mugu Naws, California, United States

Naval Flight Officer on E-2C providing airborne command and control during Valiant Shield and Operation Inherent Resolve. Flew 69 combat missions over Iraq, earning an air medal. Ground duties included:Aviation Safety Officer - Responsible for mitigating aviation risk factors for Naval Air Station Point Mugu through FOD walkdowns, managing the BASH staff, and maintaining relationships with tenant squadrons.Assistant Operations Officer - Scheduled flights and training for the squadron, ensuring all aviators remained current and proficient. Line Division Officer - Oversaw 20 maintenance personnel responsible for launch and recovery of squadron aircraft on the USS Carl Vinson. Legal Officer - Responsible for legal duties of the squadron including administrative separation boards, investigations, and acquiring DoD passports for all personnel prior to deployment.

Master Of Business Administration - Mba, 3.73

Activities and Societies: Marshall Finance Association

Bachelor’S Degree, Mechanical Engineering

Activities and Societies: Automotive Club