T'ziah Wood-Smith
New York,NY
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Models Specialist
BlackRock
Princeton, NJ
01.2025 - Current
- Educated Advisors on our flagship models and successfully sold these models to support investment decisions, portfolio management, and risk assessment.
- Performed in-depth data analysis to identify trends, evaluate performance, and provide actionable insights for investment strategies.
- Assisted in providing up-to-date insights on rebalances and capital markets to ensure alignment with client objectives and risk tolerance.
- Created detailed investment proposals and presentations for clients, highlighting key strategies and expected outcomes.
- Worked closely with other departments and COIs, including SMA, Alternatives, Aperio, to support overall business objectives and enhance client satisfaction.
Edward Jones Specialist
BlackRock
Princeton, NJ
05.2022 - 12.2024
- Responsible for developing new relationships and building on existing relationships with Edward Jones financial advisors in Michigan, Indiana, Northern Illinois and Wisconsin.
- Lead team in total activity for Q1 and Q2 of 2024.
- Lead T3 campaign for breakthrough to BUs for the weeks ending 10.13.2023, 10.20.2023 and 2.9.2024
- Planned and aided in the execution of joint events between Edward Jones leadership and BlackRock Market Leadership to drive sales and deepen relationships.
- Provided expertise on iShares ETF efficiency, mutual funds, portfolio construction, product knowledge, and industry trends to increase sales as an Edward Jones Specialist.
- Leverage BlackRock’s resources, such as portfolio managers and specialist to strengthen our relationships and enhance our sales process to close business.
Financial Services Advisor
NYLIFE Securities LLC
New York, NY
11.2019 - 02.2022
- Registered Representative who offered securities, products, and services through NYLIFE.
- Offered high-quality life insurance and financial products, including mutual funds, long-term care planning, and retirement planning for individual clients.
- Built relationships with clients beyond a financial/transactional basis.
- Prospected for potential new clients.
- Developed and implemented business and marketing/sales plans.
- Discussed financial concerns and needs of individuals.
- Presented potential financial solutions using a world-class suite of products and services.
- Worked cross-functionally with various departments within New York Life to provide financial solutions for clients.
Travel Manager/Assistant Manager to Busta Rhymes
Starbus, LLC
New York, NY
08.2015 - 03.2019
- Managed mail, emails, social media, phone calls for personal and professional meetings, auditions, interviews, and appointments, while maintaining discretion to manage confidential matters and sensitive information.
- Deal Negotiation – Assisted in communicating deal points.
- Organized logistics for tour & live shows (i.e. Miseducation of Lauryn Hill Anniversary Tour).
- Collected payments for Talent.
- Provided insight and assisted with decision-making under intense pressure.
- Worked with different companies/brands to negotiate numerous deals for talent.
Stockbroker
Phoenix Financial Services
New York, NY
12.2016 - 09.2018
- Pitched publicly traded companies and Private Equities to potential investors.
- Researched companies including Private Equities and start-ups.
- Helped organize lead sheets for potential investors.
- Participated in team meetings to strategize how to expand company growth and our clientele.
Education
Bachelor of Science - Marketing
Quinnipiac University
Hamden, CT05-2015
Skills
- Customer relations
- Expert problem solving
- Critical thinking
- Documentation management
- Team collaboration
- Idea development and brainstorming
- Relationship building
- Adaptability
- Proficient in Co-Pilot
- Proficient in Aladdin (AC360, Tax tool)
Certification
- Series 7, Series 63, Series 65,
- Life, Accident & Health License,
- CLTC-Certified in Long Term Care
Timeline
Models Specialist
BlackRock
01.2025 - Current
Edward Jones Specialist
BlackRock
05.2022 - 12.2024
Financial Services Advisor
NYLIFE Securities LLC
11.2019 - 02.2022
Stockbroker
Phoenix Financial Services
12.2016 - 09.2018
Travel Manager/Assistant Manager to Busta Rhymes
Starbus, LLC
08.2015 - 03.2019
Bachelor of Science - Marketing
Quinnipiac University