Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Max Smith

1788 Johnson Ave Ext,MS

Summary

During the past 4 years attending the University of Mississippi, I have maintained a GPA above 3.5 and I have been on the Business School's Chancellor's List. I have learned that my interest has been in the finance 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 my knowledge and skills with this job. I'm analytical, career-minded, flexible, and an 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-tasking and meeting stringent deadlines. Division one athlete with strong sense of discipline, excellent work ethic and impeccable time management and people skills. Goal-oriented and results-focused individual successful at achieving results both in classroom and on field.

Overview

2
2
years of professional experience

Work History

Student Athlete

University Of Mississippi Ole Miss
Oxford, MS
06.2024 - 03.2026
  • Attended and participated in all team meetings, practices, and competitions.
  • Assisted teammates with understanding plays and game strategies during practice sessions.
  • Participated in community service activities as a representative of the school's athletic program.
  • Provided leadership within the locker room setting prior to games or competitions.
  • Developed time management skills to balance academics, athletics, and extracurricular activities.
  • Created culture of good sportsmanship, cooperation and responsibility among athletes and coaching staff.

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 my 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 an team to exceed sales and production targets

Education

MBA - Business

University of Mississippi
University, MS
05-2026

Master of Science - Certification in Intercollegiate Athletics

University of Mississippi
University, MS
05-2025

Business Finance

Ole Miss University
Oxford, MS
05-2024

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 2023-2024
  • Listed on the Dean's List 2021-2024
  • The Southeastern Conference Academic Honor Roll

Timeline

Student Athlete

University Of Mississippi Ole Miss
06.2024 - 03.2026

Intern with the Wealth Management Division

STIFEL FINANCIAL CORPORATION

Associate Advisor

AGENDA HEALTH INTERSHIP

MBA - Business

University of Mississippi

Master of Science - Certification in Intercollegiate Athletics

University of Mississippi

Business Finance

Ole Miss University
Max Smith
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