Simon Sharples Email & Phone Number

Seattle, Wa, Us

United States

New York, United States

United States

Forecast core financial statements to conduct DCF analysis Conduct relative valuations for portfolio positions Present financial models and projections to stakeholders in the fund

Seattle, Washington, United States

•Leveraged skills with accounting principles to craft core financial statements, garnering significant interest from angel investors and several national business competition judges •Support the management of $2 million in non-diluted funding through strategic capital reinvestment and allocation planning, contributing to the company's successful achievement of financial objectives•Supported the development and delivery of 5-year financial projection models, informational packets, and elevator pitches for national business competitions hosted at Baylor and The University of Washington•Built a scorecard to track prospecting efforts for investors and affluent individuals interested in equity

Seattle, Washington, United States

• Actively manage a $50,000 portfolio by researching industry and macrotrends, monitoring current events, andbuilding basic valuation models to evaluate potential portfolio positions• Perform thorough company research, assess financial statements, and apply accounting principles to evaluateopportunities and risks associated with investments to maximize portfolio growth• Lead the expansion of the group network by hosting speakers, coordinating events, organizing company tours,and implementing a CRM for streamlined collaboration between board members in expanding group network

Seattle, Washington, United States

Project primarily involves developing a large corpus of earnings calls and analyzing the language used within them. We aim to better understand how good and bad news is presented to shareholders to influence investment decisions.

Boise, Idaho, United States

• Drove lead generation efforts for estate and litigation clients by creating a new CRM/scorecard for the office,assisting in pipeline management, and crafting effective cold call scripts for attorneys and paralegals• Assisted in the development of Asset-Based and Liquidation Valuation models to support small business salesinitiatives, instilling a sense of security and confidence in clients pricing decisions• Supported estate planning services through collaborative efforts with legal professionals, ensuring precision indocumentation and seamless client goal execution

Built a “book of business” by creating returning clientele. Consistently exceeded sales goals. Assisted co workers in creating successful sales techniques and people skills. Used product knowledge to effectively market items to customers.

Boise, Idaho, United States

Boise, Idaho, United States

Created returning customers by using social skills to enhance customer experience. Practiced time management skills working in a fast paced and demanding environment.Practiced problem solving skills working in high pressure environment.

Boise, Idaho, United States

•Assisted younger riders onto chairlifts during lessons •Assisted with ski school instruction •Maintained safe environment for students