Finance and accounting senior at the University of Kentucky pursuing opportunities in wealth management and client service. Expected graduation: May 2027.
Explore my case studies Email me ↗Download résumé (PDF) ↓Connect on LinkedIn (opens in a new tab)
An Excel work sample, a fictional discovery case, and three practical tools for everyday financial decisions.
A fictional 12-month forecast with editable monthly inputs, separate checking and savings balances, a one-time moving payment, and reconciliation checks. Demonstrates cash-flow planning and the distinction between spending and internal transfers.
A recent-graduate scenario showing discovery questions, cash-flow analysis, and a clear conversation about debt, savings, and competing goals.
Turning take-home pay, recurring bills, and savings targets into an understandable monthly plan.
Comparing total housing costs, upfront cash needs, and roommate rent shares.
Making group travel budgets and shared expense balances easier to understand.
Winnie’s Bar · Lexington, Kentucky
– Present
Security at a Lexington bar, supporting a safe, welcoming environment. I chose the role for the opportunity to connect with UK students beyond my classes and build relationships across campus.
T-Mobile
Apr 2026 – Present
Sales management experience with a focus on customer relationships and communication—skills relevant to understanding client priorities and explaining options clearly.
Fidium Fiber
Apr 2026 – Present
Customer-facing sales experience connecting service options with customer needs, with an emphasis on listening and clear communication.
Paddock Bar and Patio
Aug 2025 – Present
Customer service, teamwork, and conflict resolution in a busy hospitality setting, building composure and interpersonal judgment.
Soccer Shots Franchising
Aug 2025 – Feb 2026
Coaching experience developing leadership and the ability to explain ideas clearly to different learners.
CMX Cinemas
May 2024 – Aug 2024
Mixed and served drinks, handled cash and card transactions, and coordinated orders with waitstaff—combining transaction accuracy with attentive customer service.
CMX Cinemas
May 2022 – Aug 2022
Delivered food, cleared dishes, and maintained an organized workspace, emphasizing teamwork and reliable follow-through.
Coleman and Yukezvich Law Firm
May 2022 – Aug 2022
Supported attorneys with case research, documentation, and client interactions, strengthening research, organization, and professional communication.
Beefstros
May 2021 – Aug 2021
Part-time cashier experience providing an early foundation in customer-facing service.
Fidelity Investments · Forage
Completed
Completed a virtual customer service job simulation through Forage, with practical tasks involving a password reset and assisting a client with a withdrawal.
Connection to my goalsThis simulation introduced me to customer support scenarios in financial services. It complements my finance and accounting studies and my interest in wealth management by connecting financial processes with clear, helpful client communication.
I’m Jackson Doyle Smith, a finance and accounting senior at the University of Kentucky, originally from Naples, Florida.
My father’s career in financial services helped spark my interest in wealth management. I’m exploring opportunities at UBS and considering an MBA as I build my own path in the industry.
Outside school and work, I enjoy working out, hiking, traveling, and playing video games.
University of Kentucky
Finance & Accounting
May 2027
CSN Seahawks · I welcome connections with fellow CSN alumni and the Naples community.
CSN alumni contact: jsmith2023@outlook.com