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
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
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
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
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
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
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