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Current	
  Address:	
  
221	
  S	
  Salisbury	
  Dr	
  Apt	
  5	
  
West	
  Lafayette,	
  IN	
  47906	
  
Alex	
  J	
  Smith	
  
Cell:	
  (734)	
  660.2168	
  
Email:	
  smit1972@purdue.edu	
  
Permanent	
  Address:	
  
6844	
  Heatheridge	
  Dr	
  
Saline,	
  MI	
  48176	
  
	
  
	
  
Education	
  
Purdue	
  University,	
  Krannert	
  School	
  of	
  Management,	
  West	
  Lafayette,	
  IN	
   GPA:	
  3.73/4.00	
  
BSc	
  in	
  Finance	
  with	
  a	
  concentration	
  in	
  Management	
  Information	
  Systems	
   Expected	
  May	
  2017	
  
	
  
Languages	
  Known:	
  SQL	
   	
  
	
  
Work	
  Experience	
  
Belden,	
  Richmond,	
  IN	
   	
   	
   	
   	
   	
   	
   	
   	
   	
   May	
  2016	
  –	
  August	
  2016	
  
• Responsible	
  for	
  analyzing	
  and	
  reporting	
  our	
  daily	
  margins	
  for	
  our	
  different	
  business	
  units	
  and	
  platforms	
  
• Built	
  tools	
  that	
  would	
  automatically	
  notify	
  the	
  user	
  of	
  possible	
  errors	
  with	
  specific	
  sales	
  
• Reconciled	
  accounts,	
  investigated	
  issues,	
  and	
  posted	
  journal	
  entries	
  to	
  the	
  general	
  ledger	
  	
  
• Refined	
  and	
  enhanced	
  my	
  skills	
  within	
  many	
  software	
  packages,	
  including:	
  Excel,	
  Hyperion,	
  Session	
  Manager,	
  and	
  BPCS	
  
• Took	
  initiative	
  by	
  creating	
  projects	
  outside	
  of	
  my	
  assigned	
  tasks	
  that	
  I	
  saw	
  could	
  benefit	
  the	
  company	
  
Raymond	
  James	
  Financial,	
  Saline,	
  MI	
   May	
  2015	
  –	
  August	
  2015	
  
• Analyzed	
  current	
  and	
  potential	
  investments	
  for	
  the	
  purpose	
  of	
  delivering	
  research	
  and	
  reports	
  to	
  the	
  financial	
  advisor	
  
• Integrated	
  old	
  client	
  information	
  into	
  the	
  new	
  CRM	
  software	
  in	
  order	
  to	
  provide	
  a	
  more	
  user-­‐friendly	
  experience	
  
• Created	
  and	
  analyzed	
  client	
  portfolio	
  models	
  using	
  Morningstar	
  and	
  other	
  research	
  tools	
  
• Demonstrated	
  strong	
  communication	
  skills	
  by	
  understanding	
  client	
  needs	
  and	
  fulfilling	
  their	
  request	
  with	
  personalized	
  
investment	
  strategies	
  
Travis	
  Pointe	
  Country	
  Club,	
  Ann	
  Arbor,	
  MI	
   Fall	
  2010	
  –	
  Fall	
  2015	
  
• Utilized	
  time	
  management	
  skills	
  by	
  balancing	
  school,	
  work,	
  and	
  varsity	
  golf	
  
• Reacted	
  to	
  diverse	
  situations	
  such	
  as	
  dealing	
  with	
  multiple	
  demands	
  at	
  once	
  	
  
• Applied	
  decision	
  making	
  skills	
  and	
  learned	
  the	
  importance	
  of	
  prioritizing	
  different	
  aspects	
  of	
  the	
  job	
  
	
  
Leadership/On	
  Campus	
  Activities	
  
Brother	
  of	
  Alpha	
  Kappa	
  Psi,	
  a	
  professional	
  business	
  fraternity	
  
• Member	
  of	
  the	
  rush	
  committee	
   Fall	
  2016	
  	
  
o Organized	
  and	
  managed	
  different	
  rush	
  events	
  that	
  lead	
  to	
  a	
  pledge	
  class	
  of	
  32	
  students	
  
o Advertised	
  and	
  help	
  get	
  our	
  name	
  out	
  there	
  in	
  order	
  to	
  maximize	
  attendance	
  and	
  interest	
  
• Assistant	
  to	
  the	
  Vice	
  President	
  of	
  Professional	
  Development	
   Fall	
  2015-­‐Spring	
  2016	
  
o Provided	
  assistance	
  in	
  organizing	
  events	
  for	
  the	
  chapter	
  
o Organized	
  a	
  professional	
  event	
  that	
  consisted	
  of	
  personal	
  finance	
  education	
  and	
  tips	
  that	
  were	
  specific	
  to	
  
the	
  needs	
  and	
  interests	
  of	
  our	
  chapter	
  	
  
Odin	
  Finance	
  Club	
   Spring	
  2015	
  –	
  Spring	
  2016	
  
• Vice	
  President	
  
o Facilitated	
  information	
  from	
  the	
  president	
  to	
  the	
  executive	
  positions	
  to	
  enhance	
  the	
  communication	
  
between	
  positions	
  
o Delivered	
  research	
  presentations	
  while	
  leading	
  discussions	
  on	
  economic	
  events	
  and	
  industries	
  
• Director	
  of	
  Outreach	
   	
  
o Organized	
  social	
  events	
  to	
  help	
  reinforce	
  a	
  friendly	
  and	
  welcoming	
  environment	
  for	
  all	
  the	
  members	
  
o Worked	
  with	
  other	
  officers	
  to	
  enhance	
  the	
  overall	
  product	
  of	
  the	
  club	
  and	
  the	
  education	
  that	
  our	
  
members	
  received	
  
Purdue	
  Foundry	
   Fall	
  2015	
  
• Took	
  initiative	
  to	
  learn	
  about	
  entrepreneurship	
  outside	
  of	
  class	
  by	
  participating	
  in	
  various	
  workshops	
  and	
  classes	
  
• Generated	
  and	
  discussed	
  business	
  strategies	
  based	
  on	
  market	
  research	
  while	
  learning	
  about	
  ways	
  to	
  implement	
  
them	
  with	
  consideration	
  to	
  the	
  possibility	
  of	
  changing	
  circumstances	
   	
  
Project	
  Go-­‐Kart	
   2013	
  
• Volunteered	
  with	
  Gamers	
  Outreach,	
  an	
  organization	
  that	
  helps	
  hospitalized	
  children	
  by	
  using	
  videogames	
  
• Overlooked	
  tournament	
  operations	
  by	
  making	
  sure	
  everyone	
  knew	
  their	
  assigned	
  roles	
  and	
  the	
  participating	
  
teams	
  were	
  informed	
  on	
  what	
  was	
  going	
  on	
  	
  
• Raised	
  over	
  $25,000	
  by	
  collecting	
  tournament	
  fees,	
  donations,	
  and	
  selling	
  of	
  merchandise	
  throughout	
  the	
  event	
  
that	
  would	
  eventually	
  go	
  to	
  funding	
  the	
  “go-­‐kart”	
  gaming	
  stations	
  that	
  children	
  would	
  be	
  able	
  to	
  play	
  with	
  

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Resume

  • 1.     Current  Address:   221  S  Salisbury  Dr  Apt  5   West  Lafayette,  IN  47906   Alex  J  Smith   Cell:  (734)  660.2168   Email:  smit1972@purdue.edu   Permanent  Address:   6844  Heatheridge  Dr   Saline,  MI  48176       Education   Purdue  University,  Krannert  School  of  Management,  West  Lafayette,  IN   GPA:  3.73/4.00   BSc  in  Finance  with  a  concentration  in  Management  Information  Systems   Expected  May  2017     Languages  Known:  SQL       Work  Experience   Belden,  Richmond,  IN                     May  2016  –  August  2016   • Responsible  for  analyzing  and  reporting  our  daily  margins  for  our  different  business  units  and  platforms   • Built  tools  that  would  automatically  notify  the  user  of  possible  errors  with  specific  sales   • Reconciled  accounts,  investigated  issues,  and  posted  journal  entries  to  the  general  ledger     • Refined  and  enhanced  my  skills  within  many  software  packages,  including:  Excel,  Hyperion,  Session  Manager,  and  BPCS   • Took  initiative  by  creating  projects  outside  of  my  assigned  tasks  that  I  saw  could  benefit  the  company   Raymond  James  Financial,  Saline,  MI   May  2015  –  August  2015   • Analyzed  current  and  potential  investments  for  the  purpose  of  delivering  research  and  reports  to  the  financial  advisor   • Integrated  old  client  information  into  the  new  CRM  software  in  order  to  provide  a  more  user-­‐friendly  experience   • Created  and  analyzed  client  portfolio  models  using  Morningstar  and  other  research  tools   • Demonstrated  strong  communication  skills  by  understanding  client  needs  and  fulfilling  their  request  with  personalized   investment  strategies   Travis  Pointe  Country  Club,  Ann  Arbor,  MI   Fall  2010  –  Fall  2015   • Utilized  time  management  skills  by  balancing  school,  work,  and  varsity  golf   • Reacted  to  diverse  situations  such  as  dealing  with  multiple  demands  at  once     • Applied  decision  making  skills  and  learned  the  importance  of  prioritizing  different  aspects  of  the  job     Leadership/On  Campus  Activities   Brother  of  Alpha  Kappa  Psi,  a  professional  business  fraternity   • Member  of  the  rush  committee   Fall  2016     o Organized  and  managed  different  rush  events  that  lead  to  a  pledge  class  of  32  students   o Advertised  and  help  get  our  name  out  there  in  order  to  maximize  attendance  and  interest   • Assistant  to  the  Vice  President  of  Professional  Development   Fall  2015-­‐Spring  2016   o Provided  assistance  in  organizing  events  for  the  chapter   o Organized  a  professional  event  that  consisted  of  personal  finance  education  and  tips  that  were  specific  to   the  needs  and  interests  of  our  chapter     Odin  Finance  Club   Spring  2015  –  Spring  2016   • Vice  President   o Facilitated  information  from  the  president  to  the  executive  positions  to  enhance  the  communication   between  positions   o Delivered  research  presentations  while  leading  discussions  on  economic  events  and  industries   • Director  of  Outreach     o Organized  social  events  to  help  reinforce  a  friendly  and  welcoming  environment  for  all  the  members   o Worked  with  other  officers  to  enhance  the  overall  product  of  the  club  and  the  education  that  our   members  received   Purdue  Foundry   Fall  2015   • Took  initiative  to  learn  about  entrepreneurship  outside  of  class  by  participating  in  various  workshops  and  classes   • Generated  and  discussed  business  strategies  based  on  market  research  while  learning  about  ways  to  implement   them  with  consideration  to  the  possibility  of  changing  circumstances     Project  Go-­‐Kart   2013   • Volunteered  with  Gamers  Outreach,  an  organization  that  helps  hospitalized  children  by  using  videogames   • Overlooked  tournament  operations  by  making  sure  everyone  knew  their  assigned  roles  and  the  participating   teams  were  informed  on  what  was  going  on     • Raised  over  $25,000  by  collecting  tournament  fees,  donations,  and  selling  of  merchandise  throughout  the  event   that  would  eventually  go  to  funding  the  “go-­‐kart”  gaming  stations  that  children  would  be  able  to  play  with