David Smith, Mba

David Smith, Mba Email and Phone Number

| Investment Management | Results Oriented | Assets Research | Team Leader @ Skanska
stockholm, stockholms lan, sweden
David Smith, Mba's Location
Raleigh, North Carolina, United States, United States
About David Smith, Mba

As a Portfolio Specialist at Wells Fargo, I was able to apply my creative and analytical skills to provide portfolio analysis and investment management solutions to high-net-worth clients. My experience includes working with a team of financial advisors, analysts, and strategists to deliver customized and comprehensive wealth management services, leveraging my expertise in Bloomberg, Python, and statistics.I hold an MBA from UNC-Charlotte, with a concentration in Applied Investment Management, where I gained hands-on experience in asset allocation, risk management, and portfolio optimization. I also completed multiple certifications in financial analysis and data science, enhancing my technical and quantitative abilities. I am motivated to grow my career in the financial industry, and to contribute to the success of prospective clientele.

David Smith, Mba's Current Company Details
Skanska

Skanska

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| Investment Management | Results Oriented | Assets Research | Team Leader
stockholm, stockholms lan, sweden
Website:
skanska.com
Employees:
21429
David Smith, Mba Work Experience Details
  • Skanska
    Project Engineer
    Skanska Aug 2024 - Present
    United States
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  • Wells Fargo Private Bank
    Associate Portfolio Specialist
    Wells Fargo Private Bank Aug 2022 - Mar 2024
    Raleigh, North Carolina, United States
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  • Massmutual Carolinas
    Massmutual Carolinas Emerging Talent Program Intern
    Massmutual Carolinas Jun 2019 - Apr 2020
    Charlotte, North Carolina, United States
    • Mentored by a financial advisor, locating 70+ clients focused in 8 counties in North Carolina, focused on clientele with household incomes $80,000+, resulting in the addition of 10+ clients over a one-month period • Pioneered and distributed 30+ life insurance quotes to brokerage managers, providing strategic planning to cliental and driving revenues for the firm • Implemented social media marketing campaigns targeting millennials, as well as strategic planning for upcoming seminars and important events, ensuing a positive influx that led to 15% increase in younger insurance investors
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  • Wb Moore Company
    Project Coordinater
    Wb Moore Company Jun 2016 - Aug 2016
    Charlotte, North Carolina Area
    Project coordinator on a construction site over the summer of 2016.
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David Smith, Mba Education Details

Frequently Asked Questions about David Smith, Mba

What company does David Smith, Mba work for?

David Smith, Mba works for Skanska

What is David Smith, Mba's role at the current company?

David Smith, Mba's current role is | Investment Management | Results Oriented | Assets Research | Team Leader.

What schools did David Smith, Mba attend?

David Smith, Mba attended University Of North Carolina At Charlotte, University Of North Carolina Wilmington, Mooresville High School.

Who are David Smith, Mba's colleagues?

David Smith, Mba's colleagues are Petra Nilsson, Lou Peterson, Frode Hagland Risanger, Jorge Fernández Mosconi, Marcin Czernecki, Karoline Celius, Alfred Trstena.

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