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Wyatt Smith
Total Earnings
Bachelors Business Administration University of Central Florida 2017
Jackson Wealth Management, LLC
| Client Service Manager
16 Mar 2015 - Present Lake Mary, FL
 Assist in managing and building strong relationships with high net-worth clients, followed by offering exceptional customer service involving business transactions and technology assistance  Flawlessly generate Global Performance Summaries for client portfolios, 401(k) recommendations, and investment research reports that are the backbone of success  Intuitively led a project to establish a new company software, where clients would have access 24/7 to view their accounts in detail to assist them with their investing decisions
Steak n' Shake
| Service Trainer
22 Jul 2014 - Present Orlando
 Accountable for providing flawless restaurant service to customers, adhering to their every need while maintaining a positive attitude  Required to play host, clean our own tables after customers leave, along with handling cash, credit and debit transactions when our customers are ready to pay  Organizing employee personnel files and updating employee certifications while expressing leadership qualities and being a reliable resource for co-workers
Projects & Publications
Activities & Interests

Researching stocks, bonds, and exchange traded funds
Going beyond my studies and employment to gain hands-on situational knowledge
Playing basketball and flag football with family and friends

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