
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.
united states
washington
financial services
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

mathematics tutor
private tutoring
Tutoring struggling GCSE students to improve Mathematics grades,

investment analyst
ronald blue & co.

adjunct professor
point university

corporate treasury internship
edf trading
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.

assistant accountant
alexander mann solutions
* 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.

customer service and back office assistant
the garden center group
* Daily floating and closing tills. * Back office cash and safe management. * Customer Service Roles (Till work, orders & ad-hoc advice).

financial advisor
merrill lynch

financial advisor
morgan stanley

financial planner and investment manager
two twelve planning
Fee-only financial planning & investment management for leaders of families, closely-held businesses & charitable organizations

operations analyst - industrial placement
morgan stanley
* 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.

fixed income operations associate - team leader at morgan stanley
morgan stanley
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
emmanuel christian seminary
sandy creek high school
the nobel school
A Levels: Economics (A), Geography (A), Maths (B)
university of york
management
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
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