Summary
Overview
Work History
Education
Skills
Timeline
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George L. Smith IV

Richmond,VA

Summary

Recent graduate specializing in financial research and modeling. Demonstrated expertise in forecasting and GAAP reporting. Proven ability to analyze data and deliver actionable insights for financial decision-making.

Overview

1
1
year of professional experience

Work History

Finance Intern

Main Street Realty
Richmond, Virginia
06.2024 - 08.2024
  • Supported the preparation and submission of loan documentation and tax credit applications for historic renovation projects upwards of $50 million, ensuring accuracy and timely delivery.
  • Contributed to maintaining financial records and generating reports for senior management on the performance and financial status of historic renovation projects.
  • Prepared real estate schedules for over 5 LLCs, coordinating detailed reporting for ownership entities.

Equity Research Intern

Davenport Equity Research Department
Richmond, Virginia
06.2023 - 08.2023
  • Researched and published bulletins for stocks for use by Financial Advisors and Asset Management, specializing in the consumer staples segment.
  • Modeled earnings and price targets for various companies.
  • Familiarized myself with all sectors of the stock market through weekly meetings with the equity research team and discussed my past week’s research.
  • Gained a fundamental understanding of Bloomberg terminal operations.

Education

Bachelor of Science - Finance

Wake Forest University
Winston-Salem, NC
05.2025

Skills

  • Microsoft Excel proficiency
  • Team collaboration
  • Financial analysis
  • GAAP
  • Data visualization
  • Investment research

Timeline

Finance Intern

Main Street Realty
06.2024 - 08.2024

Equity Research Intern

Davenport Equity Research Department
06.2023 - 08.2023

Bachelor of Science - Finance

Wake Forest University

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