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Kashife Smith

Hi, I'm Kashife Smith. I'm a an emerging business & financial services professional in the Greater New York City Area.


Kashife Smith has experience working on team based and individual projects, both in a professional and academic setting. He's knowledgeable about many topics in Finance, including reading & interpreting financial statements, forecasting business growth, analyzing financial markets, and  observing economic trends.  Kashife Smith would like to hone his skills in finance and management to be creatively and effectively used to enhance business results

Kashife Smith's Background

Kashife Smith's Experience

Client Resolution Specialist at UBS

October 2013 - March 2014

Related Skills:, Transaction Services, Financial Operations, Client Service, PeopleSoft, Treasury Management Resolved client inquiries and requests for Equity Plan Advisory Services group in relation to Company Sponsored Stock Plans. Leveraged sound judgment and reasoning skills, with ability to act beyond established guidelines. o Skillfully assisted corporate employees with issues related to tax reporting, trade settlements, ACH transfers, US and Non-US Wires, as well as proper documentation of routing/ABA numbers, SWIFT codes, and IBAN numbers. Made cash disbursements providing ETA. Entered stop payments and reissued checks. o Rapidly became familiarized with various software packages and requisite procedures for client onboarding, escalations, and process modifications / controls related to new regulatory requirements and plan changes.

Technical Support Specialist at Custom Computer Specialists

July 2013 - August 2013

Related Skills: Technical Support, Troubleshooting, Process Improvement, Project Implementation, Documentation Facilitated "back to school" projects for academic clients, providing technical support and helping new users activate operating system software, create user profiles, connect to the network, and troubleshoot problems. o Assisted in laptop distribution project for academic client with incoming freshman and transfers, scanning laptop barcodes and documenting required student information within the student cataloguing system.

Financial Services Representative Intern at New York Life Insurance Company

July 2012 - September 2012

Related Skills: Financial Analysis, Client Service, Business Analysis, Relationship Management Learned about the duties of a Life Insurance, Annuities, and Investments Representative. Trained in products and solutions for asset accumulation, protection, and distribution, business continuity, and employee benefits. Became well versed in the principles of Financial Planning & Analysis. o Analyzed case studies involving clients' cash flow, liquidity needs, and expected investment portfolio returns in order to recommend solutions that manage risks and meet financial goals. o Successfully obtained New York State Life, Accident and Health License.

Teller at Hudson Valley Federal Credit Union

May 2011 - December 2011

Related Skills: Customer Service, Team Leadership, Regulatory Compliance, Guest Service, Cross-cultural Communication, Process Improvement, BSA, AML Worked directly with banking customers to complete financial transactions; provided attentive service and built strong customer relationships. Analyzed accounts, recommended additional account options, and cross-sold financial advisory, insurance, real estate and account services. Communicated current promotions. Tracked conversations and customer interests on CRM system. Managed high volumes of cash. o Promoted from seasonal teller to part-time staff members with additional responsibility for cross selling products and contributing to branch sales goals. o Recognized by branch and regional managers for creating a friendly and comfortable environment for customers.

Software Development Intern at UBS Investment Bank

June 2010 - August 2010

Related Skills: Investment Banking, Technology, Application Development, Interviews, Communication, Presentations, Requirements Assessment Charged with developing a crisis management application for the Trade and Asset Servicing team at a major investment bank. Interviewed software teams regarding project scope and requirements. Delivered presentations to manager and co-workers, providing manager with project updates. o Dramatically decreased time required for Level 3 technical support to respond to a crisis that interfered with trade settlement / reporting. o Suggested and implemented a module to report status of individual jobs and detect failures. o Quickly and independently learned to set up environment with Tomcat and Oracle as well as new aspects of JavaScript and Java database connectivity in order to complete project.

Software Testing Intern at IBM

May 2009 - May 2010

Related Skills: Collaborations, Problem Analysis, Communication, Quality Assurance Tested weekly updates for a course management system (Sakai) in conjunction with a geographically dispersed team and three other interns for a joint project between IBM and Marist College; provided a list of identified system issues. Contributed to community forum discussions. o Designed and implemented website for a pilot program allowing teachers to use Sakai system for courses.

Kashife Smith's Education

Marist College

Business Administration

Concentration: Finance


Kashife Smith's Interests & Activities

Finance, Management, Technology, Social Media

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