See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Adam Smith profile image

Adam Smith

Vice President at KPMG Corporate Finance LLC
Intro Book
Seasoned finance professional with experience in investment banking, mergers and acquisitions, and actuarial analysis.
  • Claim this Profile
Location
Baltimore, Maryland, United States, US
Skills
  • Microsoft Excel
  • Microsoft Office
  • Microsoft Word
  • Leadership
  • Powerpoint
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Adam Smith is a seasoned finance professional with a strong educational background in mathematics and business management. He has extensive experience in investment banking, mergers and acquisitions, and actuarial analysis. Adam holds various certifications, including Series 63, Series 82, and Series 79, and has worked with top companies such as KPMG Corporate Finance LLC, M&T Bank, and Transamerica.

Credentials

  • Series 63
    NASAA
    Jul, 2021
    - May, 2026
  • Series 82
    FINRA
    Jun, 2021
    - May, 2026
  • Series 79
    FINRA (Financial Industry Regulatory Authority)
    Jan, 2018
    - May, 2026
  • Exam MFE: Models for Financial Economics
    Society of Actuaries
    Mar, 2017
    - May, 2026
  • Exam FM: Financial Mathematics
    Society of Actuaries
    Jun, 2016
    - May, 2026
  • Exam P: Probability
    Society of Actuaries
    Jan, 2016
    - May, 2026

Experience

  • KPMG Corporate Finance LLC
    • United States
    • Investment Banking
    • 300 - 400 Employee
    • Vice President
      • Sep 2021 - Present

      Mergers and Acquisitions

    • Senior Associate
      • May 2021 - Sep 2021

  • M&T Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Associate
      • Aug 2019 - May 2021

    • Investment Banking Analyst
      • Sep 2017 - Jul 2019

  • Transamerica
    • Baltimore, Maryland
    • Actuarial Analyst
      • Jun 2015 - Sep 2017
      • Baltimore, Maryland

Education

  • 2011 - 2015
    Washington College
    Bachelor of Arts (B.A.), Mathematics and Business Management
  • 2014 - 2014
    The London School of Economics and Political Science (LSE)
    Finance course work
  • 2008 - 2011
    Loyola Blakefield

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles