Alex Smith, Cfa, Cfp® Email & Phone Number

Southfield, Mi

Richmond, In

• Analyzed and reported daily margins for various different business units and platforms• Built tools that would automatically notify the user of possible errors with specific sales• Reconciled accounts, investigated issues, and posted journal entries to the general ledger • Refined and enhanced my skills within many software packages, including: Excel, Hyperion, Session Manager, and BPCS• Took initiative by creating projects outside of my assigned tasks that I saw could benefit… Show more • Analyzed and reported daily margins for various different business units and platforms• Built tools that would automatically notify the user of possible errors with specific sales• Reconciled accounts, investigated issues, and posted journal entries to the general ledger • Refined and enhanced my skills within many software packages, including: Excel, Hyperion, Session Manager, and BPCS• Took initiative by creating projects outside of my assigned tasks that I saw could benefit the company Show less

• Analyzed current and potential investments for the purpose of delivering research and reports to the financial advisor• Integrated old client information into the new CRM software in order to provide a more user-friendly experience• Created and analyzed client portfolio models using Morningstar and other research tools• Demonstrated strong communication skills by understanding client needs and fulfilling their request with personalized investment strategies

Ann Arbor, Michigan

• Utilized time management skills by balancing school, work, and varsity golf• Reacted to diverse situations such as dealing with multiple demands at once • Applied decision making skills and learned the importance of prioritizing different aspects of the job