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Caroline Smith

Financial Management Intern

794 followers

Charlotte, North Carolina, United States

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Timeline
About me
Director of Finance
Education
- Wake Forest University
  2011 - 2015
  Bachelor of Science (B.S.) Major: Finance; Minor: Mathematics
  Activities and Societies: Finance Club, Student Fund, Deloitte Battle of the Beltway Case Competition participant, PwC xACT Case Competition participant, Student Government, Kappa Delta, Ambassadors in Admissions, Student Adviser, CHARGE Emerging Leaders Program
Experience
- Old North State Trust, LLC
  Jul 2012 - Jul 2012
  Financial Management Intern
- Wake Forest University Office of Investments
  Jan 2014 - May 2014
  WFU Office of Investments Intern
- The Home Depot
  May 2014 - Aug 2014
  Supply Chain Finance Intern
- SunTrust Robinson Humphrey
  Jul 2015 - Sept 2017
  Investment Banking Credit Analyst
  Consumer & Retail CoverageTechnology, Media, and Telecommunications Coverage
- Bank of the West
  Oct 2017 - Mar 2023
  Technology Coverage Banking Technology and Healthcare CoverageCommercial, Corporate and Investment Banking
  - Vice President
    Mar 2022 - Mar 2023
  - Assistant Vice President
    Oct 2017 - Mar 2022
- BMO
  Mar 2023 - Feb 2024
  Vice President
- Hahn-Mason Air Systems Inc
  Feb 2024 - now
  Director of Finance
Licenses & Certifications
- Series 79
  Financial Industry Regulatory Authority (FINRA)
- Series 63
  Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
- Business School Alumni Council Member
  Issued by Wake Forest University on Jul 2021
  Associated with Caroline Smith
- Network of Women, Board Member
  Issued by Wake Forest University on Feb 2019
  Associated with Caroline Smith

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