Summary
Overview
Work History
Education
Skills
Affiliations
Community Service
Extracurricular Activities
Timeline
Generic

STEEL SMITH

New York Metropolitan Area

Summary

Finance professional with expertise in investment analysis and portfolio construction. Demonstrated success in building relationships with industry leaders and enhancing financial knowledge. Strong communication skills contribute to effective collaboration and strategic decision-making.

Overview

3
3
years of professional experience

Work History

CFA Society Stamford Member

CFA Society Stamford
Stamford
05.2025 - Current
  • Connected with top finance professionals through CFA Society Stamford to enhance investment management knowledge.
  • Attended speaker events and webinars on investment and portfolio management strategies.
  • Participated in discussions regarding macroeconomic policy and market impacts.
  • Analyzed inflation forecasting and global interest rate trends at various seminars.

Founder

Ferrum Capital Management LLC
Branford
01.2024 - Current
  • Founded and managed Ferrum Capital Management, a private investment holding company.
  • Manage investments in equities, fixed income, and private real estate equity.
  • Conduct equity research, credit research, and alternative asset research. Evaluate investments, and follow market trends while staying up to date with the latest market news.

Front Desk Attendant

North Haven Health & Racquet
12.2022 - Current
  • Manage front desk operations, process financial transactions, and support customer needs.
  • Resolve issues professionally and ensure a smooth and welcoming environment.

Marketing and Advertisement Asssistant

Sacred Heart University
Fairfield
08.2024 - 05.2025
  • Designed and distributed promotional materials for residence halls to enhance visibility.
  • Created engaging flyers that increased student interest and participation.
  • Managed residence hall social media accounts to boost online engagement and interaction.
  • Provided administrative support to staff, facilitating smooth operations.
  • Utilized Canva, Microsoft Word, Adobe, and Excel to produce high-quality content.

Education

Bachelor of Science - Finance & Accounting

Sacred Heart University, Jack Welch College of Business
Fairfield, CT
05.2027

Skills

  • Investment analysis
  • Accounting proficiency
  • Excel proficiency
  • Portfolio construction
  • Point of sale systems
  • PowerPoint Presentation skills
  • Risk management
  • Microsoft Word

Affiliations

  • College Football Player

Community Service

Community Service, Community Outreach Volunteer & Summer Camp Counselor, Assisted with events fostered to help give back to the community, led summer camp activities & assisted with planning.

Extracurricular Activities

Finance Club 2023 - Present Member Participate in market research, investment analysis, and investment discussions. Accounting Club 2023 - Present Member Attend weekly events and engage in tax conversations.

Timeline

CFA Society Stamford Member

CFA Society Stamford
05.2025 - Current

Marketing and Advertisement Asssistant

Sacred Heart University
08.2024 - 05.2025

Founder

Ferrum Capital Management LLC
01.2024 - Current

Front Desk Attendant

North Haven Health & Racquet
12.2022 - Current

Bachelor of Science - Finance & Accounting

Sacred Heart University, Jack Welch College of Business

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