J.B. Smith, Cfa
About J.B. Smith, Cfa
J.B. Smith, CFA, is an analyst currently employed at UBS Wealth Management in Atlanta, Georgia, where he has worked since 2011. He holds a BBA in Finance and Mathematics from Emory University's Goizueta Business School, where he also served as a teaching assistant.
Current Role at UBS Wealth Management
J.B. Smith has been serving as an Analyst at UBS Wealth Management since 2011. Based in Atlanta, GA, he has accumulated over 13 years of experience in this role. His responsibilities include analyzing financial data and assisting clients with investment strategies. His long tenure at UBS reflects his commitment to the firm and the wealth management industry.
Previous Experience at Egon Zehnder International
Prior to his current position, J.B. Smith worked as a Summer Analyst at Egon Zehnder International in 2011. This role lasted for seven months and took place in the Greater Atlanta Area. His experience at Egon Zehnder provided him with insights into executive search and leadership consulting, contributing to his analytical skills.
Experience at Starbucks Coffee Company
In 2010, J.B. Smith held the position of Lead Analyst at Starbucks Coffee Company for four months. During this time, he focused on data analysis and operational efficiency, which enhanced his analytical capabilities in a corporate environment.
Education at Emory University - Goizueta Business School
J.B. Smith studied at Emory University - Goizueta Business School from 2009 to 2013. He earned a Bachelor of Science in Finance and Mathematics, along with a Bachelor of Business Administration (BBA). This educational background laid a strong foundation for his career in finance and analytics.
Teaching Assistant Role at Goizueta Business School
In 2011, J.B. Smith served as a Teaching Assistant at Goizueta Business School for four months. In this role, he supported faculty and assisted students, which further developed his communication and leadership skills within an academic setting.