Bio
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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
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IRS VITA Tax Preparer
Volunteer Income Tax AssistanceJan, 2022- Apr, 2026
Experience
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United States
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Financial Services
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1 - 100 Employee
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Project Manager
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Apr 2023 - Present
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Vice Project Manager
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Jan 2023 - Apr 2023
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Analyst
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Sep 2022 - Jan 2023
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Career Prep Fellow
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Feb 2023 - Present
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Barclays Investment Bank
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New York, United States
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Incoming 2024 Equity Research Summer Analyst
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Jan 2024 - Present
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New York, United States
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Volunteer Income Tax Assistance
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New Haven, Connecticut, United States
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IRS VITA Tax Preparer
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Jan 2022 - Present
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New Haven, Connecticut, United States
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First Manhattan
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New York, New York, United States
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Summer Equity Research Analyst
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Jun 2023 - Aug 2023
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New York, New York, United States
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United States
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Financial Services
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1 - 100 Employee
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Project Director
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May 2022 - Jan 2023
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Member
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Sep 2021 - May 2022
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Make A Play Foundation
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Remote
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MAP D-League Fellow; Team Captain '23
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Sep 2022 - Dec 2022
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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.
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Bank of America
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Remote
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Strategy & Management Student Consultant
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Sep 2022 - Nov 2022
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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.
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Valor Ventures
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Atlanta, Georgia, United States
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Intern
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Apr 2022 - Aug 2022
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Atlanta, Georgia, United States
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Education
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2021 - 2025Yale University
Bachelor's degree, Economics and Applied Mathematics -
2017 - 2021Phillips Exeter Academy
Highest Honors, General Studies
Suggested Services
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Industry Focus. “Finance”
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References
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