Manager Financial

NATHAN M. SMITH

Birmingham, AL *****

Cell: 334-***-****

adi71l@r.postjobfree.com

SUMMARY

A confident team-work oriented worker, with experience giving informative persuasive presentations. Experience with managing and making buy/sell recommendations for an investment portfolio with over $600,000 in assets. Capable to lead a group to meet deadlines while putting quality first. SKILLS

• Experience Presenting

• Asset Management

• Client-Relationship Building

• Building Financial Models

• Bloomberg Experience

• High Proficiency with Excel

• Team Building

• Team Management

EXPERIENCE

UNIVERSITY OF ALABAMA AT BIRMINGHAM

Fixed Income Trading Portfolio Manager 08/2020 to Current A select team of top UAB business students chosen to manage an approximately $600,000 diversified portfolio of the UAB Green and Gold Fund. I specialized in managing the Fixed Income Sector of short and long-term corporate bonds. Presenting fundamental Fixed Income analysis, cash flow projections, and buy/sell recommendations to the entire group. WELLS FARGO

Birmingham, AL

Bank Teller 09/2019 to Current

Providing exceptional customer service to Wells Fargo's customers. Processing account transactions effectively. Resolving customer concerns in a timely manner. Following proper procedures to minimize risk and reduce fraud. Balancing cash drawers. Building rapport with customers. EDUCATION AND TRAINING

BACHELOR OF SCIENCE: FINANCE Expected in 04/2021

University of Alabama At Birmingham, Birmingham, AL Concentration – Financial Instruments and Institutions ACTIVITIES AND HONORS

UAB Grand Challenge

A program is designed to energize the outstanding talent on and around UAB’s campus to identify and solve complex societal problems.

Alumni Newsletter Chairman

Responsible for monthly updates to organizational alumni, maintaining due dates and quality control of content. CERTIFICATIONS

Bloomberg Marketing Concepts, Bloomberg LP

Issued Sep 2020

Credential ID 159*********

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