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Drew Smith is a seasoned professional with a strong background in project management, finance, and leadership. He has worked with various organizations, including YAI, Management Leadership for Tomorrow, Barclays Investment Bank, and Yale Undergraduate Diversified Investments. Drew holds a Bachelor's degree in Economics and Applied Mathematics from Yale University and is certified as an IRS VITA Tax Preparer.

Credentials

  • IRS VITA Tax Preparer
    Volunteer Income Tax Assistance
    Jan, 2022
    - Apr, 2026

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Project Manager
      • Apr 2023 - Present

    • Vice Project Manager
      • Jan 2023 - Apr 2023

    • Analyst
      • Sep 2022 - Jan 2023

    • Career Prep Fellow
      • Feb 2023 - Present

  • Barclays Investment Bank
    • New York, United States
    • Incoming 2024 Equity Research Summer Analyst
      • Jan 2024 - Present
      • New York, United States

  • Volunteer Income Tax Assistance
    • New Haven, Connecticut, United States
    • IRS VITA Tax Preparer
      • Jan 2022 - Present
      • New Haven, Connecticut, United States

  • First Manhattan
    • New York, New York, United States
    • Summer Equity Research Analyst
      • Jun 2023 - Aug 2023
      • New York, New York, United States

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Project Director
      • May 2022 - Jan 2023

    • Member
      • Sep 2021 - May 2022

    • MAP D-League Fellow; Team Captain '23
      • Sep 2022 - Dec 2022
      • Remote

      Selected as one of only 32 Pro Captains to lead a cross-functional team of ~10 student-athletes through a professional development fellowship that develops in-demands skills for competitive industries.

    • Strategy & Management Student Consultant
      • Sep 2022 - Nov 2022
      • Remote

      Created a new skill-based campus wellness program for Bank of America's Diversity Talent Acquisition team to reduce mental health disparities for BIPOC students on college campuses by 25%+ in 3 years.

  • Valor Ventures
    • Atlanta, Georgia, United States
    • Intern
      • Apr 2022 - Aug 2022
      • Atlanta, Georgia, United States

Education

  • 2021 - 2025
    Yale University
    Bachelor's degree, Economics and Applied Mathematics
  • 2017 - 2021
    Phillips Exeter Academy
    Highest Honors, General Studies

Suggested Services

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Industry Focus. “Finance”

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