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
- Director - Fund Services @ (June 2024 - Present)
- Private Investor @ (December 2015 - Present)
- Chief Operating Officer @ Wisdom Funds (December 2016 - November 2023)
- Investor and advisor @ (December 2014 - December 2017)
- Head of Risk Management and Compliance @ (February 2013 - October 2016)
- Head of Fund Administration and Investor Relations @ (May 2012 - January 2013)
- Financial Controller @ (August 2006 - April 2012)
- Director @ Montessori East (April 2010 - May 2012)
- Vice President Corporate Services @ (May 2005 - June 2006)
- Financial Analyst and Controller @ (August 1999 - December 2005)
- Senior Accountant FX Accounting @ (March 1997 - August 1999)
Shane Smith Education
- Series 27 Financial & Operations Principal 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 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
Cameron Vail
Managing Director
Austin, TX, US
Elena Gorbunova
Manager - Fund Services
Austin, TX, US
Dustin Heald
Operations Manager
Austin, TX, US
Aaron Ismail
Director of Compliance
Austin, TX, US
Jacqulyn Forte
Senior Accountant
Texas, United States
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
Russell Wong
Director of Business Innovations
Austin, TX, US
Jennifer Diaz
Senior Accountant
Austin, TX, US
Lara Cascio
Senior Fund Accountant
Austin, TX, US
Andrew Smith
Director of Fund Development
Austin, TX, US
Nealy Guidry
Director of Operations
Austin, TX, US
Lauren McElhaney
Director Of Client Relations
Austin, TX, US
Brian Gillespie
Accounting Manager
Austin, TX, US
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