Shane Smith Email & Phone Number
Director - Fund Services @ SALI Fund Services, a JTC Group Company
5 free lookup(s).
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) 2024null
- CFA 2008null
- Member, Australian Society of CPA's 1998null
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
Amos Nugent
Senior Accountant - Fund Services
Austin, TX, US
Jonas Katz
Principal
New York, NY, US
Shane Smith
Director - Fund Services
Austin, TX, US
Cameron Vail
Managing Director
Austin, TX, US
Aaron Ismail
Director of Compliance
Austin, TX, US
Michael Thomas
IT Director
Austin, TX, US
Russell Wong
Director of Business Innovations
Austin, TX, US
Lara Cascio
Senior Fund Accountant
Austin, TX, US
Nealy Guidry
Director of Operations
Austin, TX, US
Lauren McElhaney
Director Of Client Relations
Austin, TX, US
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