Shawn Dos Santos Email & Phone Number

Lisbon, Portugal

• Using PeopleSoft, Excel and Tableau software suites - Prepare financial reports and projections for faculty, staff, department chairs and school leadership to inform budget decisions.
• Provide leadership, oversight, and high-level financial support to all units within the School of Pharmacy
• Manage all School faculty salary distributions and monitor departmental payroll
• Work with sources of funding from state appropriations, tuition, contracts, grants, independent business centers, registrations, fees, and more
• Work on financial reporting and projections to determine the viability and performance of new streams of revenue from academic programs

Chapel Hill, North Carolina, United States

• Worked extensively in PeopleSoft to analyze, process and review financial transactions for the Adams School of Dentistry and the Dental Foundation of North Carolina
• Prepared Medicaid reimbursement and Commission on Dental Accreditation (CODA) reports covering all activity in the Dental School
• Presented to individuals, departments, and school leadership regarding financial status and projections
• Prepared & approved vouchers, Purchase Orders, requisitions, journals, and HR payroll adjustments
• Worked closely with school leadership and central campus Provost office to set up the Advanced Standing Program for International Dentists (ASPID)

Raleigh-Durham, North Carolina Area

• Provided comprehensive financial advice to individuals and families with a client focus on State and Federal employees. Engaged in consultative selling of insurance, annuity and investment products. Developed new.
• Maintained large databases of clients and prospects along with a system to track ongoing cases
• Delivered presentations to individuals and large groups explaining complex financial topics in simple terms
• Significant telephone skills engaging with existing and prospective clients
• Financial modeling using a variety of software platforms and custom excel spreadsheets
• Keeping abreast of industry regulations and best practices

Raleigh-Durham, North Carolina Area

• Responsible for comprehensive financial planning advice and deliverables. Used the EMoney platform to run monte-carlo based financial plans. Developed custom deliverables using Microsoft Office Suite for clients to.
• Built out company’s SalesForce.com CRM database to track clients, deliverables and opportunities
• Worked with several corporate 401k plans educate participants and increase utilization of existing company benefits

Greater Atlanta Area

• Serve as the primary point of contact for high-net-worth individuals and families. Organized and ran client meetings. Delivered proactive financial advice and updated monte-carlo based financial plans. Continued.
• Recognized as a Relationship Manager “All Star” assigned to support new United Capital offices with transitions onto company platforms including EMoney and SalesForce.com; only a handful of advisors had this.

Greater Atlanta Area

Successor firm for Sanders Financial Management, an independent Registered Investment Advisory firm founded in 1994. Company was acquired by United Capital in 2012 with over $200 million in assets under management.

Greater Atlanta Area

Analyzed macroeconomic and industry trends to support staff making tactical and strategic decisions in the management of a nine figure portfolio. Employed analytical tools such as the Bloomberg Terminal and its Excel interface to present original investment and asset allocation ideas to the investment committee.

Washington D.C. Metro Area

• Corresponded with constituents on issues including economic policy and defense
• Collaborated with staff members on legislative and casework issues

Washington D.C. Metro Area

• Compiled research material and published newsletters for the Homeland Security practice
• Extensively profiled Fortune 500 clients for business development purposes