Ian Shocklee Email & Phone Number

Chicago, Illinois, United States

• Spearhead acquisition engagements, leading research initiatives through the directing of resource strategy, target identification, and target presentation, arming clients with opportunities most-aligned to their acquisition thesis.• Conduct preliminary research to establish a baseline market size and estimated number of targets, which is utilized to inform clients of market size and acquisition universe and determine probability of success prior to kick-off.• Direct kick-off call research questioning, illustrating initial market findings to refine and translate client acquisition objectives into identifiable characteristics and attributes resonate in target companies.• Constructed company boolean searches using standard (size, ownership, location) and profile (business model, products/services, end market) criteria to generate 100+ resources and the screening of 2000+ companies per engagement. • Generate client target lists – a compilation of attractive company profiles including additional qualifiers (manufacturing sq. ft., truck count, product mix, unique attributes, service area, etc.) – and enhanced future research strategy through analysis of target rankings and comments, ensuring alignment in acquisition thesis and opportunities presented.• Supported Cook’s senior originators by developing target-specific questions to determine fit and actionability of targets.• Built pipeline of current backed platform investments in various markets, enabling Cook to repurpose passed opportunities.

New York, United States

Learning about portfolio customization and the art of pitching to potential clients with Oppenheimer’s Schoenkin & Lesser Group has prepared me for a future within Wealth Management. I look forward to developing my research skills, better learning how to customize portfolios according to client investment goals, and practicing the selling aspect associated with being a financial advisor.- Presented financial advisors with healthcare stock pitches, including stock buy prices, based on analysis of internally created reports, charting tactics on Bloomberg terminal, and relevant market news- Assessed client portfolios based on client risk level and investment goals, taking into consideration current investments and expected future income, and recommended adjustments- Participated in Oppenheimer’s “Discovered Managers” quarterly results reviews and synthesized their portfolio strategies into reports for internal use- Training in the selling aspect of a financial advisor’s communication with potential clients

St Louis, Missouri, United States

My internship with The David J. Joseph Company presented many developmental challenges surrounding both my individual project as well as the complicated scrap metal industry. Coordinating all facets of a Harris Rebar scrap metal bid, including forecasting probable additional revenue was an exciting and rewarding process.• Worked to maximize revenue received by David J. Joseph Company affiliates in connection with sale of their scrap metal - Hosted a scrap metal rebid for 12 Harris Rebar fabricators, involving 50 bidding participants, resulting in additional profits to affiliates of nearly $150,000 - Evaluated bids using historical data and price trends through appropriate scrap metal indices• Evaluated material produced at Harris Rebar fabricators and operational procedures to present mill-direct options to ferrous trading offices• Coordinated a CRM transition of all 6,500 Industrial Group scrap accounts for active suppliers, consumers, and worldwide targets to Microsoft Dynamics

Greater St. Louis Area

Working as a Professional Mover at Renew Transfer taught me how to communicate effectively in stressful situations and built on my excellent customer service skills. I learned how to satisfy customers’ desires during the delivery process and can seamlessly coordinate multi-truck large scale moves. • Deliver high end furniture to customers’ homes, representing Restoration Hardware throughout delivery and assembly process, while ensuring protection of prized furniture through strategic installation mechanisms • Organize and secure customers’ belongings on up to five moving trucks for safe transportation and to reduce difficulties while unloading• Travel hundreds of miles on weekend routes or residential moves to deliver clientele’s furniture to country homes across the United States

Greater St. Louis Area

As Manager at Auto Spa Car Wash, I was presented with two daily challenges that have since enhanced my communication skills with customers and co-workers. Selling customers exclusive washes and maintaining superior cleaning performance during the heat of St. Louis summers were two opposing roles I engaged in as Manager at Auto Spa. While selling exclusive washes tapped into a convincing sales role, performing effectively in the heat enlightened me to what hard work means and how to remain driven during times of stress.• Ensured highest quality of cleaning was demonstrated by supporting 8-12 wash line employees and training employees on intricate details required to successfully execute high-end car details• Greeted nearly 200 daily customers and suggested personalized washes based on vehicle cleanliness, both increasing company revenue and exemplifying Auto Spa standards when exclusive wash packages were purchased• Embraced multiple roles on busy weekends to alleviate burden on wash-line employees. These roles included greeting customers, assisting wash-line employees throughout the wash process, and checking customers out

Greater St. Louis Area

My time at UCPH presented many difficult, yet rewarding experiences that have matured my awareness and understanding of people with cerebral palsy and other disabilities. I frequently revisit to connect with friends I made during my time volunteering.• Assisted a team of 12 patients with any daily activities necessary. This ranged from moving patients from room to room, engaging them with the daily routine and assisting during lunch time.• Worked with my team leaders to simplify their jobs by proactively talking with the patients throughout the day. This included verbal, non verbal, and communication through a device.• Taught patients basic math and spelling exercises based on their specific skillset and ability to retain new information.