Samuel Smith Email & Phone Number
Associate - Operations and Investment Banking @ First Liberties Financial
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Samuel Smith Location
- Tampa, FL, US
Samuel Smith Work
- Associate - Operations and Investment Banking @ (September 2025 - Present)
- Business Intelligence Advisor @ PartPal (June 2025 - Present)
- Derivatives Trader @ (May 2025 - August 2025)
- Derivatives Trader @ (December 2024 - May 2025)
- Equities Chair @ (January 2024 - May 2025)
- Portfolio Administration Intern @ (June 2024 - August 2024)
- Supplemental Instructor Leader - Business Statistics @ (January 2024 - May 2024)
- Financial Services Internship @ (June 2023 - August 2023)
- Financial Advising Internship @ (July 2021 - September 2022)
- Auto Detailer and Founder @ J&S Premium Detailing and Car Wash (March 2020 - September 2022)
- Farm Hand @ (June 2019 - September 2022)
Samuel Smith Education
- University of Tampa - John H. Sykes College of Business
Bachelor of Science - BS (Finance)
2023-2025 - Clark State College
Dual-Enrollment
2019-2022 - GLOBAL IMPACT STEM ACADEMY
High School Diploma
2018-2022
Samuel Smith Skills
- Account Portfolio Management
- Accounting
- Accredited Investor Verification
- Agriculture
- Alternative Investments
- American History
- Artificial Intelligence (AI)
- Asset Management
- Broker-Dealer Compliance
- Budget Management
- Business Process Improvement
- Business Strategy
- Capital Markets
- Capital Raising
- Communication
- Computer Ethics
- Creative Problem Solving
- Customer Service
- Data Analysis
- Derivatives
- Derivatives Trading
- Due Diligence
- Easily Adaptable
- Economic Policy
- Economics
- Entrepreneurship
- Equity Derivatives
- Equity Trading
- FINRA Compliance
- Farm Equipment
- Finance
- Financial Analysis
- Financial Management
- Financial Statement Analysis
- Financial Statements
- Fund Accounting
- Futures
- Futures Trading
- Generative AI
- Investment Banking
- Investment Strategies
- KYC Verification
- Leadership
- Machine Operation
- Market Research
- Marketing
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Morningstar
- New Business Development
- Option Valuation
- Options
- Planning Budgeting & Forecasting
- Portfolio Management
- Private Markets
- Private Placements
- Problem Solving
- Product Research
- Project Management
- Quantitative Finance
- QuickBooks
- Regulation D
- Regulatory Reporting
- Risk Management
- Salesforce.com
- Secondary Market
- Securities
- Statement Analysis
- Statistics
- Strategic Data Analysis
- Strategic Planning
- Stressful Situations
- Teamwork
- Technical Analysis
- Trading Strategies
- Transaction Documentation
- tastyworks
Samuel Smith Summary
- Samuel Smith, based in Tampa, FL, US, is currently a Associate - Operations and Investment Banking at First Liberties Financial. Samuel Smith brings experience from previous roles at PartPal, Blackwater Capital and UTampa Investment Banking Society. Samuel Smith holds a 2023 - 2025 Bachelor of Science - BS in Finance @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Account Portfolio Management, Accounting, Accredited Investor Verification, Agriculture, Alternative Investments and more. Samuel Smith has 2 emails on RocketReach.
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Top First Liberties Financial Employees
Ed Gallagher
Head of Investment Banking
New York, NY, US
Bob Vollbrecht
Financial Consultant
Eden Prairie, MN, US
Mark Fields
Senior Managing Director
New York, NY, US
Christopher Savage
Chief Operating Officer
Kansas City, MO, US
Jacob Kaplan
Vice President of Operations
New York, NY, US
Ed Gallagher
Head of Investment Banking
Broadview Heights, Ohio, United States
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