Trevor Smith Email & Phone Number

Los Angeles, California, United States

Perform key analytical and financial tasks across M&A advisory, capital raises, and strategic advisory services for public and private middle-market clients in emerging market sectors. Working in a boutique firm allows me to gain hands-on experience in all aspects of deal execution, from market research to initial pitch to transaction closure.

Orange, California, United States

As a member of the prestigious Janes Financial Center Residency Program at Chapman University, I am part of a team managing a $3.7M diversified portfolio, with a personal focus on International Equities. I developed comprehensive investment reports, utilized Bloomberg terminals and fundamental analysis to inform investment decisions, financially modeled.

Greenwich, Connecticut, United States

Directly supporting the Investment Banking group, including: performing sector-specific market research, financial modeling, and any other support needed by the team. Gaining daily insight into the small and mid-capital markets across several sectors and learning the details of the capital raise process.

Newport Beach, California, United States

Intern supporting investor relations practice, including: investor presentations, corporate fact sheets, financial and operational press releases, pre-earnings call surveys, earnings call scripts, post-earnings call commentary, and consensus estimate accumulation. Also supported public relations efforts through content development and reconciliation of.

Portland, Oregon Metropolitan Area

Coached youth soccer camps at local fields and Providence Park, home of the Portland Timbers. Led groups of 15-20 youth players through drills and exercises, creating an upbeat and positive environment.

Portland, Oregon Metropolitan Area

With lines out the door every day of operation, served customers of the locally-famous bagel shop. Took customer orders, processed payment, and prepared custom sandwiches and coffee. Contributed to the high energy brand persona through consistently positive customer interactions.

Sherwood, Oregon, United States

Responsible for fulfilling online orders for customer pick-up, which included both staging orders in store as well as delivering and loading products in customer vehicles. Assisted in-store customers in locating specific products. As a dependable teammate with a high attention to detail, was consistently asked to perform tasks of increasing complexity.

Portland, Oregon Metropolitan Area

Founded a successful sports filming and production business. Traveled to field locations in the Portland/Vancouver metropolitan area and filmed soccer games for clients using a high-pod video camera system. Created and produced personalized highlight videos for clients to use in their college recruiting process. Grew the business through a branded website.

Wilsonville, Oregon, United States

Assisted with daily operations of the NW Natural Street of Dreams, the premier home show in Oregon. Responsibilities included general maintenance, event set up and tear down, visitor assistance, and parking assistance.

Portland, Oregon Metropolitan Area

Core responsibilities included driving to field locations throughout the Portland/Vancouver metropolitan area, in some cases setting up complex high-pod video camera system, and filming competitive youth outdoor soccer games.

Bachelor Of Science (2024), Business Administration, Finance, Graduate

Activities and Societies: Men's Soccer Team Phi Gamma Delta - Executive Board, Member Member - Janes Residency Program, Order of Omega

High School Diploma

Activities and Societies: Senior Class President; Varsity Soccer Team Captain (2019, 2020); League Player of the Year, First Team All.

Minor, Public Relations