Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Robert Smithwick III

Boca Raton,FL

Summary

A green financial professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great with others or alone and consistently exceeds expectations.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Specialties Intern

Heritage Tile & Flooring
Boynton Beach , FL
05.2023 - 08.2023
  • Streamlining process efficiencies by automating reports for the specialties department.
  • Created a new gateway domain to seamlessly translate data automatically.
  • Collected data resulting in performance metric reports.
  • Developed customer service reports on the premise of location, material, and vendor.

Capital Markets Intern

Kolter Group
Delray , FL
05.2022 - 08.2022
  • Implementation of GIS mapping tools to identify projects in areas that qualify for advantageous financing available under federal regulatory guidelines.
  • Preparation of research materials on relationship between real estate valuations (Cap Rates) and interest rates.
  • Creation of investment marketing materials for upcoming developments.
  • Audit and review of archived project and loan term date to ensure accuracy.

Education

Master of Science - Finance

Florida Atlantic University
Boca Raton, FL
12-2024

BBA - Finance

Florida Atlantic University
Boca Raton, FL
08-2023

Skills

  • Goal-oriented mindset
  • Financial Analysis
  • Financial Reporting
  • Microsoft Excel Certified
  • Spreadsheet tracking
  • Project Support
  • Data Evaluation
  • Research and analysis
  • Multitasking and Organization
  • Outstanding communication skills
  • Teamwork and Collaboration
  • Problem-Solving

Certification

  • Microsoft Excel Certified

References

References available upon request.

Timeline

Specialties Intern

Heritage Tile & Flooring
05.2023 - 08.2023

Capital Markets Intern

Kolter Group
05.2022 - 08.2022

Master of Science - Finance

Florida Atlantic University

BBA - Finance

Florida Atlantic University
  • Microsoft Excel Certified
Robert Smithwick III