Summary
Overview
Work History
Education
Timeline
Generic
Tayshaun Smith

Tayshaun Smith

Plano

Summary

Driven professional with expertise in economics and finance and over four years of experience in financial advisor development programs dedicated to empowering clients towards financial independence through strategic planning and education.

Overview

6
6
years of professional experience

Work History

Investment professional, FADT analyst

JPMorgan Securities LLC
07.2024 - 05.2026
  • Assisted hundreds of clients, generating over $1M in assets through advisor referrals
  • Analyzed market data and trends to enhance client and colleague communications
  • Trained and mentored colleagues and new hires to improve team capabilities

FADT Intern

JPMorgan Chase & CO
06.2024 - 07.2024
  • Developed presentations that clearly communicated findings and actionable recommendations.
  • Collaborated with team members on projects to streamline processes and improve operational efficiency.
  • Gained subject matter expertise through active participation in meetings, conferences, and brainstorming sessions.

ABP Fellow, FADT Program

J.P. Morgan Chase & Co
05.2020 - 06.2022
  • Pitched expansion model to executives at minority depository institution, highlighting potential growth opportunities.
  • Cultivated professional relationships at targeted networking events, enhancing collaboration and partnership potential.

Education

Bachelor of Science - Economics

Texas Christian University
Fort Worth, TX
05.2024

Timeline

Investment professional, FADT analyst

JPMorgan Securities LLC
07.2024 - 05.2026

FADT Intern

JPMorgan Chase & CO
06.2024 - 07.2024

ABP Fellow, FADT Program

J.P. Morgan Chase & Co
05.2020 - 06.2022

Bachelor of Science - Economics

Texas Christian University
Tayshaun Smith