Kim Shah Email & Phone Number

North America

I am a consultant for ExecuShe, supported by Sociovestix Labs, a pioneer in financial data science. My role revolves around promoting the ExecuShe Data platform within the North American market.ExecuShe stands as the world's foremost live diversity data hub, utilizing data science to continuously monitor progress and offer profound insights into DEI (Diversity, Equity, and Inclusion) dynamics across major indices in over 100 countries. A distinctive feature of ExecuShe is its emphasis on assessing Diversity in Executive Management rather than solely focusing on Board representation, setting it apart in the field.At ExecuShe, we go beyond simply measuring diversity based on executive headcount; we delve into the detailed breakdown of over 100 key executive positions. Additionally, we gauge power dynamics through metrics such as Share Ownership and Gender Power. Gender Power is particularly significant as it sheds light on the disparity in power distribution between men and women in executive roles, signifying a meaningful measurement of our societal impact.We have recently incorporated ExecuPride and ExecuNicity data into our platform. Our agile and flexible offerings use our proprietary data to meet your analytical needs.

Ontario, Canada

• Lead and manage the Board of Directors of the Canadian Not-for-Profit chapter to ensure that the organization meets its mission and goals, including establishing organizational policies and procedures to ensure it is operating following its constitution and bylaws.• Setting organizational priorities and goals, including recruiting board and committee members, sponsors and building out our membership in Canada.• Develop and execute a comprehensive funding strategy aligned with the organization's goals and objectives.

Toronto, Ontario, Canada

• Provide consulting services, including research and analysis to create reports for organizations within the investments industry, including the RIA report on Canadian Investor Statement on D&I.• Collaborate with not-for-profits and start-ups providing insights and ideas to support strategic growth, including starting a Canadian Chapter of a global grassroots organization that promotes the strength-based model of neurodiversity.• Participate in public consultations such as the CFA DEI Code and the OSC Statement of Priorities.

Toronto, Ontario, Canada

• Collected, analyzed, and tracked monthly assets and sales data of investment funds in the Canadian marketplace; then utilized in IFIC’s proprietary reporting tool.• Researched, gathered, and tracked qualitative data of investment funds from legal filings, integrated information into IFIC monthly reporting.• Supported data-centric projects along with research projects, such as the IFIC’s inaugural report on Responsible Investing.• Participated in industry working committees, such as the Canadian Investment Funds Standards Committee (CIFSC).

Toronto, Canada Area

• Provided consultation services with the Department of Finance - Canada through the first and second stage of the Federal Financial Sector Framework review; provided research and analysis to support strategies on how to modernize the financial sector framework under a sustainability theme.• Supported projects that required my expertise in data management to collect, organize, analyze, interpret, and present data to help businesses and organizations make better decisions, including improving the approach to how the data is collected.

Toronto

● Introduced new technologies and ideas to support sales force and senior management in analysing sales operations and acquiring assets - Tableau, Morningstar Direct and S&P’s Money Market Directories.● Designed and developed Business Intelligence (BI) Dashboards to help users leverage data.● Provided thought leadership and support to senior management and sales managers, e.g.: Competitive Intelligence insights through research and analysis on qualitative information on products, competitors and industry.● Managed projects sponsored by executive management utilizing various methods including Agile Methodologies.● Using the KISS principle, developed various types of written communications from Business Requirement Documents, Technical Documents to User and Training Guides for technical and non-technical users.

● Designed, implemented and tested new and improved quarterly statement template (as a result of the assessment for long-term solutions)● Led project to uncover data and operational inefficiencies● Developed and implemented process to facilitate retail accounts● Licensed financial advisor● Work closely with business partners to provide specific analysis on competitors● Conduct independent market research on new and emerging products or market trends for management and sales force

● Promoted and recruited over 100 members to the Canadian investment group where ideas, multi-media content and discussions were covered on the theme of environmental, social and governance factors and how it relates to the investment process.

● Led the development and successful launch of web tools and online calculators used by investment advisors to sell CI products; also implemented SharePoint sites for teams to collaborate on projects, share documents and review progress.● Acted as product expert working with functional specialists in every area of the organization including Sales, Marketing, Finance, Client Services, Legal & Compliance, IT and Operations.● Coordinated with financial analysts and sales force to collect and disseminate all related traditional investment sales collateral (for example: monthly performance reporting, market commentaries, investment manager profiles, brochures, sales tools).

● Participated in annual marketing plan development● Collected and analyzed competitive data from Business Intelligence unit and other sources● Produced competitive analysis tools for wholesalers and other internal groups● Coordinated with Financial Analysts and Sales Force to collect and disseminate all related investment information collateral marketing material (for example monthly performance reporting, market commentaries, investment manager profiles, brochures, sales tools)● Prioritized and managed multiple marketing projects through project lifecycle, including development, testing, working with focus groups, packaging and launch● Led the development and deployment of a forms project (one of the top priorities for 2004/2005 identified by Assante’s CEO) on the two dealerships within nine months● Designed and implemented spreadsheet reporting systems for internal groups to manage project timelines● Worked with management in various budget allocations● Performed research on competitors’ branding and advertising strategies ● Provided advice in the development of sales campaigns and themes● Streamlined procedures through numerous innovative internal enhancements● Increased efficiencies in workflow by reducing the number of manual processes

● Worked with various key stakeholders across numbers of projects and in various capacities - Product Marketing, Project Management, Brand Management and Operations.

Computer Science

Canadian Securities Course

Certified Green Consultant

Education record