chris smith

chris smith

financial planner and investment manager

About

I am a determined, ambitious individual who strives to challenge myself in every aspect of my development. I particularly enjoy combining my interpersonal, logic and analytical skills to solve complex problems and create innovative solutions. I have had extensive exposure to various facets of the Banking industry and I thrive in working in dynamic fast-faced environments.

Country

united states

City

washington

Industry

financial services

Skill

fixed income, bloomberg, microsoft office, customer service, time management, microsoft excel, microsoft word, omgeo oasys, management, public speaking, social networking, research, teamwork, middle office, accounting, investment banking, equity swaps, operations, dodd frank, project management, business analysis, trading systems, trade capture systems, testing, derivative operations, bloomberg terminal, training, commodity markets, commodity risk management, spss, confirmations, markitwire

Experience

private tutoring

mathematics tutor

private tutoring

2008-3 - 2010-8 · 2 yrs 6 mos

Tutoring struggling GCSE students to improve Mathematics grades,

ronald blue & co.

investment analyst

ronald blue & co.

2008-5 - 2012-9 · 4 yrs 5 mos
point university

adjunct professor

point university

2005-1 - 2006-1 · 1 yr 1 mo
edf trading

corporate treasury internship

edf trading

2013-6 - 2013-8 · 3 mos

Summer Internship working in the 3 Treasury sub teams, Cash, Margin and FX. I was responsible for compiling and sending out daily control reports to internal stakeholders including the CFO and COO. - In addition, I worked on maximising efficiency on current processes through IT utilisation and work process renovations. This involved liaising and pitching creative solutions to management and the Front Office in order to gain their approval and feedback.

alexander mann solutions

assistant accountant

alexander mann solutions

2011-7 - 2011-9 · 3 mos

* Responsible for assisting the implementation of time/project ratio system within Resourcing Communications unit. * Compilation and checking discrepancies within month end Billing Sheets for various accounts. * Synchronisation of data between accounting software. * Updating media software.

the garden center group

customer service and back office assistant

the garden center group

2009-11 - 2010-10 · 1 yr

* Daily floating and closing tills. * Back office cash and safe management. * Customer Service Roles (Till work, orders & ad-hoc advice).

merrill lynch

financial advisor

merrill lynch

2012-9 - 2016-2 · 3 yrs 6 mos
morgan stanley

financial advisor

morgan stanley

2016-3 - 2018-2 · 2 yrs
two twelve planning

financial planner and investment manager

two twelve planning

2018-2 - Present · 8 yrs 8 mos

Fee-only financial planning & investment management for leaders of families, closely-held businesses & charitable organizations

morgan stanley

operations analyst - industrial placement

morgan stanley

2012-6 - 2013-6 · 1 yr 1 mo

* Derivative Projects Group * Equity Swaps * Within the Equity Swaps silo I worked between IT partners and business unit stakeholders to deliver enhancements and efficiency gains to ensure STP was maximised through the firms’ internal systems and processes. I analysed and summarised key demands from the Front Office and provided feasible reasoned solutions to the Technology/IT teams. Derivative Projects Group * Regulatory Reform * I was also part of the regulatory reform silo; a team dedicated to ensuring the firm complies with regulatory reform, specifically the CFTC Dodd Frank. We ensured that the correct trade information and data is relayed to the external regulatory bodies through the utilisation and regular renovation of our internal systems.

morgan stanley

fixed income operations associate - team leader at morgan stanley

morgan stanley

2016-1 - Present · 10 yrs 9 mos

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guide its more than 55,000 employees in 1,200 offices across 43 countries.

Education

georgia institute of technology

georgia institute of technology

1995-1 - 1999-1 · 4 yrs 1 mo
emmanuel christian seminary

emmanuel christian seminary

2000-1 - 2003-1 · 3 yrs 1 mo
sandy creek high school

sandy creek high school

1990-1 - 1995-1 · 5 yrs 1 mo
the nobel school

the nobel school

2002-1 - 2010-1 · 8 yrs 1 mo

A Levels: Economics (A), Geography (A), Maths (B)

university of york

university of york

management

2010-1 - 2014-1 · 4 yrs 1 mo

Year 1 Modules (2:1): Financial & Management Accounting, Quantitative Methods, Qualitative Methods for Accounting & Management, Understanding Arguments in Management, Management in the Business Environment, Behaviour in Organisations. Year 2 Modules (2:1): Strategic Management, Financial Management & Financial Reporting, Business Planning, Corporate Finance, Advanced Quantitative Methods, Governance and Audit. Year 3: Industrial Placement at Morgan Stanley in Operations. Summer Internship at EDF Trading in Corporate Treasury. Year 4 Modules (1st): Advanced Financial Reporting, Critical Perspectives on Accounting and Finance, Capital Markets, Management Accounting Control Systems, Company Law, Taxation Systems. Activities and Societies: AccFin & Management Society, Live Football Society, Golf Society

chris smith's Contact Information

Email

******@***.com

Phone

(**) *** ****

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