James M. Shields, Cfa Email & Phone Number

Denver, CO, US

Denver, Colorado, United States

Denver, Colorado, United States

Greater St. Louis Area

St. Louis, Missouri / Chicago, Illinois

• Managed over $800 thousand in business valuation project revenue
• Valued both domestic and international businesses across multiple industries for public and private companies ranging in size from $26 million to $599 billion
• Valued intangible assets including workforce, customer relationships, trade names, non-compete agreements, non-contractual/contractual customer relationships, and assembled workforces for transactions ranging in size.
• Valued intangible assets including workforce, customer relationships, trade names, non-compete agreements, non-contractual/contractual customer relationships, and assembled workforces for transactions ranging in size.
• Independently conducted interviews with company executives regarding financial performance, industry trends, and strategic positioning
• Annually valued the total operations / segments of a $30 billion privately held consumer products company

Chicago, Illinois / St. Louis, Missouri

• Expanded upon project management abilities by managing over $400 thousand in revenue
• Valued both domestic and international businesses / intangible assets across multiple industries for public and private companies ranging in size from $15 million to $599 billion
• Developed presentations and actively participated in business development initiatives
• Prepared business valuation analyses and reports
• Presented completed analyses to partners, clients, and auditors

Chicago, Illinois

• Expanded upon knowledge and experience in the valuation of debt securities, options, and intangible assets
• Prepared business valuation analyses and reports
• Conducted research utilizing Capital IQ, Factset, Bloomberg, and various other data sources

St. Louis, Missouri / Chicago, Illinois

• Valued both domestic and international businesses across multiple industries for public and private companies ranging in size from $500,000 to $849 billion
• Worked with a team to build company-wide business valuation modeling templates
• Assisted clients as a pre-transactional advisor on proposed mergers and acquisitions
• Independently conducted site visits and valuations of real estate for purchase price allocation
• Managed multidisciplinary engagements including client… Show more
• Managed multidisciplinary engagements including client contact and valuation personnel coordination Show less

St. Louis. Missouri

• Trained in business valuation theory, technique, and application
• Analyzed market data and historical financial performance across various industries
• Prepared multidisciplinary valuation reports and presentations using Microsoft Word and Power Point
• Researched and created internal technical papers and marketing presentations for IRC §501(c) Excess Benefit Law, Stark Law, and Fraud & Abuse Anti-Kickback Law valuation engagements

Master Of Business Administration (Mba), Analytic Finance / International Business

• Investment Management Group Member

Bsba, Finance And Banking / Real Estate

• Worked 25-40 hours per week throughout undergraduate education • Alpha Kappa Psi - Investment Committee Member • Truman Tracy Memorial.