Tate Smith

Tate Smith: Email & Phone Number

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Incoming Investment Banking Analyst at Performance Trust Capital Partners|Chapel Hill, North Carolina, United States

Position:

Incoming Investment Banking Analyst at Performance Trust Capital Partners

Location:

Chapel Hill, North Carolina, United States

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Last updated: 2026-07-25
Updated: 2026-07-25

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Work Experience 3 years

Incoming Investment Banking Analyst at Performance Trust Capital Partners

Aug 2025 - Current

Investment Banking Summer Analyst at Performance Trust Capital Partners

Jun 2025 - Aug 2025

Treasurer at Build The Hill

May 2024 - May 2026

Director of Membership Development at Build The Hill

Aug 2023 - May 2024

Private Wealth Management Intern at Ameriprise Financial Services, LLC

May 2024 - Aug 2024

UNC Investment Banking Boot Camp Participant at UNC Investment Banking Bootcamp (IBBC)

Oct 2023 - Jan 2024

Summer Intern at Watson Insurance Agency

May 2023 - Aug 2023

Analyst at Build The Hill

Jan 2023 - May 2023

Tate Smith started working in 2023, then the employee has changed 4 companies and 7 jobs. On average, Tate Smith works for one company for 7 months.

Their professional focus is Commercial Insurance, Community Outreach, and DCF Valuation across 3 core areas.

Tate holds Bloomberg Market Concepts Certification certifications.

Education

Bachelor of Business Administration - BBA at UNC Kenan-Flagler Business School

BSBA at University of North Carolina at Chapel Hill

Bachelor of Business Administration - BBA at IE University

High School Diploma at Forestview High School

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