Summary
Work History
Education
Skills
Websites
Accomplishments
Timeline
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Max Smith

1625 Garfield Ave, Oxford,MS

Summary

The past three years attending Ole Miss University I have maintained above a 3.5GPA and on the Business Schools Chancellor's List. I have learned that my interest has been within the Finance/Marketing Industry. I know myself to be an energetic self-starter. I am highly capable of working with all levels of employees and customers. I am easy to work with and eager to learn. I look forward to expanding knowledge and skills with this Job. I'm Analytical career-minded, Flexible, articulate communicator proficient in consumer relations and problem resolution. Dedicated and focused on achieving performance goals. Comfortable working with high net worth individuals in social and business settings. Proven record of evaluating opportunities and making sound profitable decisions. Multi-tasks and meets stringent deadlines.

Work History

Intern with the Wealth Management Division

STIFEL FINANCIAL CORPORATION
  • Worked with Advisors on daily tracking of client investments
  • Researched for advisors' current value of investments and stocks
  • Furthered excel knowledge to help with reporting for client transactions
  • Developed reports so advisors can communicate with clients on daily results of transactions

Associate Advisor

AGENDA HEALTH INTERSHIP
  • Collaborated with management targeting small to mid-size heath agencies seeking acquisition
  • Developed relationships to encourage large corporate clients' purchase
  • Made introductory calls and prepared statistical revenue data on business prospects
  • Collaborated with a team to exceed sales and production targets

Hyde Park Basketball Coach

Hyde Park High School
09.2020 - 12.2020
  • Acted as positive role model for team participants and in community.
  • Developed and implemented effective training and skills development strategies to improve overall team performance.
  • Promoted good sportsmanship with competing teams on- and off-field.
  • Directed ambitious practice sessions to boost athletic abilities and teamwork.

Education

Business Finance

Ole Miss University
Oxford, MS
10.2023

Skills

  • Teachable
  • Research and Analysis
  • Customer Service
  • Problem Solving
  • Detail-Oriented
  • Communication
  • Organization
  • Collaboration
  • Excel Proficient
  • Business Development
  • Wealth Management
  • Customer Support Needs Assessment
  • Strategic Financial Planning
  • Stock Market Understanding

Accomplishments

  • Listed on the Chancellor's List 2023
  • Listed on the Dean's List 2022

Timeline

Hyde Park Basketball Coach

Hyde Park High School
09.2020 - 12.2020

Intern with the Wealth Management Division

STIFEL FINANCIAL CORPORATION

Associate Advisor

AGENDA HEALTH INTERSHIP

Business Finance

Ole Miss University
Max Smith