Shane Simpson Email & Phone Number

Canada

Toronto, Ontario, Canada

Toronto, On

-Responsible for providing regular market commentary, developing relevant statistical case studies, and all marketing material distributed to current and prospective clients; aided Investor Relations team in raising $250M in 10 months-Oversaw data transition to CRM and investment management system where data rooms, automated reporting, smartdocs, and.

Hamilton, ON

-Developed effective relationships to understand clients’ banking needs while providing valuable advice for all TD investment products, credit products, and new accounts-Commitment to excellence and internal drive resulted in regularly exceeded weekly sales goals as much as 200%-Investment Funds in Canada (IFC) Certified by Canadian Securities Institute

Greater New York City Area

-Helped to build complex Trigger PLUS models to maximize potential leveraged upside and mitigate downside risk for clients-Created a discounted cash flow model to pinpoint undervalued spin-offs and presented them to financial advisors-Leveraged a strong understanding of private equity, realty, and hedge funds to pitch potential diversification.

Honors Bachelor Of Science In Business Administration, Finance Emphasis

Study Abroad, Finance, 4.0

-Enhanced cultural sensitivity, cultural awareness, and flexibility by learning from people with different values systems and adapting to.