Shane Smith Email & Phone Number
Director - Fund Services @ SALI Fund Services, a JTC Group Company
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Shane Smith Location
- Austin, TX, US
Shane Smith Work
- 2024 -now Director - Fund Services @
- 2015 -now Private Investor @
- 2016 -2023 Chief Operating Officer @ Wisdom Funds
- 2014 -2017 Investor and advisor @
- 2013 -2016 Head of Risk Management and Compliance @
- 2012 -2013 Head of Fund Administration and Investor Relations @
- 2006 -2012 Financial Controller @
- 2010 -2012 Director @ Montessori East
- 2005 -2006 Vice President Corporate Services @
- 1999 -2005 Financial Analyst and Controller @
- 1997 -1999 Senior Accountant FX Accounting @
Shane Smith Education
- Series 27 Financial & Operations Principal 2008-2000
- The University of Western Australia
Bachelor (Commerce)
1989-1991 - Certified Public Accountant (CPA) 2024
- CFA 2008
- Member, Australian Society of CPA's 1998
Shane Smith Skills
- Business Relationship Management
- Business Analysis
- Negotiation
- Change Management
- Productivity Improvement
- Increasing Revenue
- Financial Markets
- Derivatives
- Financial Services
- Investments
- Mutual Funds
- Equities
- Risk Management
- Strategy
- Customer Service
- Sales
- Training
- Public Speaking
- Financial Reporting
Shane Smith Summary
- Shane Smith, based in Austin, TX, US, is currently a Director - Fund Services at SALI Fund Services, a JTC Group Company. Shane Smith brings experience from previous roles at Work Club Global, Wisdom Funds, CIM Environmental Group and Hunter Hall International. Shane Smith holds a 2008 - 2000 Series 27 Financial & Operations Principal. With a robust skill set that includes Business Relationship Management, Business Analysis, Negotiation, Change Management, Productivity Improvement and more. Shane Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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Top SALI Fund Services, a JTC Group Company Employees
Thomas Nieman
Chief Executive Officer
Austin, TX, US
Jonas Katz
Principal
New York, NY, US
Shane Smith
Director - Fund Services
Austin, TX, US
Dustin Heald
Operations Manager
Austin, TX, US
Aaron Ismail
Director of Compliance
Austin, TX, US
Lana Bergstein
Chief Operating Officer
United States
Eduardo Perez
Assistant Controller
Austin, TX, US
Greg Bellush
Chief Financial Officer
Austin, TX, US
Michael Thomas
IT Director
Austin, TX, US
Dustin Robinette
IT Manager
Copperas Cove, TX, US
Russell Wong
Director of Business Innovations
Austin, TX, US
Andrew Smith
Director of Fund Development
Austin, TX, US
Lauren McElhaney
Director Of Client Relations
Austin, TX, US
Brian Gillespie
Accounting Manager
Austin, TX, US
Jennifer Lamb
Assistant General Counsel
Austin, TX, US
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