Ty Smith
Bartlesville,OK
Summary
Licensed Investment Advisor with Oil and Gas analyst experience looking to leverage expertise of financial planning, forecasting and analysis into an analyst role. Bachelor's degree in finance, minor in energy finance. Highly motivated, team-first professional willing to commute & relocate and bring a high level of technical and analytical expertise to your company.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Trust Investments Analyst |
ConocoPhillips
Bartlesville, OK
09.2023 - Current
- Prepared and presented presentations and reports that outlined company stock performance within the company's savings plan to executive committees within HR and Treasury.
- Transact buy and sell orders while staying within allocation defined in the IPS for the retirement plans trust to meet monthly annuity and lump sum payouts for retirement plan participants
- Collaborated with internal & external partners such as accounting, consultants, HR, and legal counsel when necessary while performing duties associated with administering a defined benefit plan.
Client Advisor |
Arvest Wealth Management
Bartlesville, OK
06.2021 - 09.2023
- Created financial models to analyze and evaluate investment strategies
- Educated clients on various complex financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs and risk tolerance
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals
- Nurtured relationships with partners such as attorneys, accountants, and lenders when necessary.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
Solutions Center Client Advisor |
Arvest Wealth Management
Tulsa
06.2020 - 06.2021
- Demonstrated strong organizational and time management skills while managing customer needs and projects
- Assisted in starting first remote satellite office away from companies home office and develop a training program for future phone-based advisors
- Advised and helped educate non-sophisticated clients on complex economic and market news and how it correlated to their current portfolio allocations
Education
Bachelor of Science in Business Administration - Finance
Oklahoma State University
05.2020
Skills
- Financial modelling
- Investment strategies
- Analytical Skills
- Relationship Building
- Communication
- Salesforce
- Microsoft Office
- Financial consulting
Certification
- 08/01/20, FINRA Series 7
- 09/01/20, NASAA Series 66
- 10/01/20, Life & Health Insurance License
Timeline
Trust Investments Analyst |
ConocoPhillips
09.2023 - Current
Client Advisor |
Arvest Wealth Management
06.2021 - 09.2023
Solutions Center Client Advisor |
Arvest Wealth Management
06.2020 - 06.2021
Bachelor of Science in Business Administration - Finance
Oklahoma State University
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