Shelby Wilson Email and Phone Number

Ms. Wilson is an Associate Client Advisor at Bessemer Trust. In this role, she is a member of a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.

Accepted into a selective 18-month professional development program for high-achieving diverse talent. Completed business case studies and assignments to grow leadership and technical skills. Attended conferences hosted by industry leaders, such as Deloitte, LinkedIn, and Target.

Worked across a variety of areas of the business including Investor Relations, the Investment Team, Impact and ESG, Portfolio Management, and Operations.Updated and improved firm pitch deck by editing and harmonizing previous versions and pulling fund data such as portfolio company metrics, investment returns, and competitive market analysis.Conducted research on a variety of topics for several teams such as Impact and ESG factors in Nigeria, macro-economic forecasts in countries where portfolio companies reside, and produced a memo on green hydrogen that was presented to LP’s.Assisted in the development of a growth and recovery program for a portfolio company based in Egypt alongside reporting portfolio company data for the United Nations Principles of Responsible Investing report.Comparable company research for an acquisition target on operating metrics, recent events, strategic moves and regulatory relations.

Created marketing collateral for Workplace products surrounding retirement. Made a comprehensive,internally-facing wiki page for all of the marketing collateral for use by the sales team.Participated in a group business case study project about the current state of the cryptocurrency market arguing a “pro-crypto” stance for consideration of Morningstar to include cryptocurrency in their product offerings.

Planned seminars for the club, facilitated monthly stock pitch competitions, and helped manage the club portfolio of over $250k. Lead students in monthly stock pitches within the financial sector. Handledall communication and social media for the organization.

On the Sales Excellence and Renewals team. Utilized the back-office operational module within Salesforce to update existing contracts to current market rates and terms.Completed a case study project which targeted low/moderate income high school students for financial literacy and authored a money guide targeted at high school students regarding savings, investments, and prudent credit management.

Supported the sales floor and fitting room.Managed POS and payment handling and assisted with inventory management.