James Shaw Email & Phone Number

In 2017, I spent my summer interning in San Francisco as a Wealth Management Analyst at Alex Brown, a Division of Raymond James. Raymond James had just acquired Alex Brown from Deutsche Bank, so my job primarily revolved around selecting Raymond James Freedom Portfolios for high-income clients based on their previous Deutsche accounts. From Jan-June of 2020, I worked full-time as a Financial Reporting Analyst in Fund Management at State Street in Boston. After reviewing a variety of audit committee materials and revising hundreds of funds’ balance sheets, income statements, and affiliate tables, I now know a financial statement like the back of my hand. I then went on to work at Brown Brothers Harriman in their Trade Management division from Jan-June of 2021. I'm now highly experienced in trade processing, having done hundreds of manual trade entries, trade cancellations, rebookings, pairoff restrictions, term loans, and more. I'm truly excited to announce that I just joined BCG in January as a Strategic Finance co-op in their People & Organization Practice! I track clients' income statements to create revenue and liabilities snapshots while conducting performance analyses on their organizational structure, supply chain, and marketing strategies. I couldn't be more grateful for those who've served as a mentor to me, especially my parents. (More on my work experience in the sections below) I’m also a huge musician and a car guy. I’ve been playing trombone since I was 8 and have performed as Principal Trombone in a variety of competitive ensembles (see Volunteer section). I also taught myself guitar, piano, and some vocals, all of which I played in a rock band I started with some friends in high school! Cars are my other passion, especially American sports cars. I love driving more than anything and I spend a lot of my free time building cars with my brother and friends. I could talk for hours about cars, music, or work, so please feel free to reach out with any questions! Thanks!

Listed skills include Leadership, Business Strategy, Financial Reporting, Speech And Debate, and 5 others.