Wealth Management Analyst @ (June 2020 - May 2023)
Center of Academic Success and Achievement - Academic Mentor @ (August 2018 - June 2020)
Corporate Risk and Broking Intern @ (June 2019 - August 2019)
Shane James Education
Morgan State University
Bachelor of Science - BS (Actuarial Science)
2016-2020
Shane James Skills
Account Reconciliation
Advanced Excel
Analytical Skills
Budgeting
Budgeting & Forecasting
Cash Flow
Communication
Community Service
Cost analysis and expense tracking
Finance
Forecasting
Leadership
Market Research
Microsoft Access
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Organization Skills
Point of Sale (POS) Systems
Project Commissioning
Python (Programming Language)
R (Programming Language)
Teamwork
Trend Analysis
Shane James Summary
Shane James, based in Owings Mills, MD, US, is currently a Financial Planning Analyst at Baltimore Banner. Shane James brings experience from previous roles at HUB International, Morgan Stanley, Morgan State University and Willis Towers Watson. Shane James holds a 2016 - 2020 Bachelor of Science - BS in Actuarial Science @ Morgan State University. With a robust skill set that includes Account Reconciliation, Advanced Excel, Analytical Skills, Budgeting, Budgeting & Forecasting and more.
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