Liam Smith
Northport
Summary
Dynamic and results-driven professional with experience at Wealthspire Advisors, adept in investment strategies and client presentations. Proven ability to enhance client engagement through effective communication and meticulous data management. Skilled in financial software and problem-solving, contributing to improved portfolio performance and client satisfaction.
Overview
4
4
years of professional experience
Work History
Wealth Management Intern
Wealthspire Advisors
Melville
06.2025 - 09.2025
- Assisted financial advisors in preparing client presentations and reports.
- Conducted market research to support investment strategy recommendations.
- Organized client meetings and maintained accurate scheduling for advisors.
- Collaborated with team members on client portfolio analysis and performance reviews.
- Managed data entry and maintained financial databases for accurate record-keeping.
- Participated in training sessions to enhance knowledge of wealth management practices.
- Drafted quarterly reviews outlining changes in portfolio composition or asset allocations over time.
- Prepared presentations on portfolio performance, strategy analysis, and risk management for clients.
- Supported team with administrative and clerical tasks.
Sales and Marketing Intern
Essentia Water
Deer Park
06.2022 - 05.2025
- Monitored and merchandised accounts throughout all of Suffolk County, New York.
- Provided support to the sales team by responding to customer inquiries and complaints.
- Reported back to area sales managers any opportunities identified.
- Delivered merchandise to accounts.
- Recorded account activity by sending photos and emails to my superiors.
- Coordinated logistics for trade shows and promotional events.
Estate Planning/ Life Insurance Intern
BAS Planning Corp
Plainview
06.2021 - 01.2022
- Assisted clients with policy inquiries and coverage options.
- Reviewed insurance documents for accuracy and compliance with regulations.
- Collaborated with team members to streamline claims processing procedures.
- Conducted research on industry trends and competitor offerings.
- Prepared reports summarizing client feedback and service improvements.
- Maintained accurate records of customer interactions, including quotes, renewals, cancellations.
- Evaluated potential risks associated with a range of insurance policies offered by the company.
- Organized information by using spreadsheets, databases or word processing applications.
Education
Bachelor of Science - Business Administration
SUNY, Farmingdale
Farmingdale, NY05-2025
Bachelor of Science - Accounting
University of Delaware
Newark, Delaware, DESkills
- Communication skills
- Financial software
- Problem solving
- Investment strategies
- Asset allocation
- Retirement planning
- Private equity investments
- Microsoft Excel
- CRM software
- Client presentations
Affiliations
Youth Volunteer Hockey Coach | Long Island Royals | 2016-2019
- Oversaw the mite program for children ages 4-7
- Developed and executed tailored practice drills.
- Conducted well-organized practices and coached scrimmages.
Timeline
Wealth Management Intern
Wealthspire Advisors
06.2025 - 09.2025
Sales and Marketing Intern
Essentia Water
06.2022 - 05.2025
Estate Planning/ Life Insurance Intern
BAS Planning Corp
06.2021 - 01.2022
Bachelor of Science - Business Administration
SUNY, Farmingdale
Bachelor of Science - Accounting
University of Delaware