Gregory Shagen
Salt Lake City
Summary
Dynamic finance professional with a proven track record at Bank of America, excelling in relationship building and business development. Skilled in analyzing market trends and executing strategic trades as an Independent Trader. Adept at problem solving and maintaining compliance, driving client success through tailored financial solutions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Independent Trader
Funding Traders
Salt Lake City
09.2025 - Current
- Analyzed market trends to identify trading opportunities and risks.
- Executed trades based on strategic analysis and market conditions.
- Utilized trading platforms for real-time monitoring and order execution.
- Enhanced trading strategies through continuous learning and adaptation to market changes.
SENIOR BANKER/RELATIONSHIP BANKER
Bank of America
Salt Lake City
01.2023 - 01.2025
- Proactively engaged clients and built relationships to educate and assist future financial planning.
- Lead client conversations to map products and services to help in meeting their financial goals.
- Promoted to Senior banker.
PARAPROFESSIONAL COMPUTER TEACHER
Salt Lake City School District
Salt Lake City
01.2022 - 12.2022
- Delivered personalized educational, behavioral and emotional support to individual students to enable positive learning outcomes.
- Managed 20 students in the classroom.
- Enforced rules with empathy.
- Supported lead teacher in preparing instructional materials and work areas.
BROKER ASSISTANT/CLIENT SERVICES REP
Morgan Stanley
South Jordan
01.2021 - 12.2021
- Customer-centric role that used knowledge of securities trading rules and regulations.
- Prepared orders to execute transfers.
- Maintained detailed documentation to ensure compliance.
REAL ESTATE ANALYST (INTERNSHIP)
The Widewaters Group
Syracuse
01.2019 - 12.2019
- Leveraged technology and finance/economics learnings to assist Development Analyst with financial modeling of real estate debt options.
- Researched market data to support in making recommendations to leadership.
- Analyzed cash flows, income and expense and waterfall returns.
- Successfully presented insights and made recommendations.
Education
Bachelor of Science - Economics
THE UNIVERSITY OF UTAH
Salt Lake City, UT01.2020
Skills
- Business acumen
- Relationship building
- Customer focus
- Problem solving
- Account management
- Business development
- Verbal and written communication
- Process adherence
Certification
- Pinnacle Award, 2024, Bank of America
- Google Analytics Certified
- FINRA SIE Certified
- Notary Public-State of Utah
Timeline
Independent Trader
Funding Traders
09.2025 - Current
SENIOR BANKER/RELATIONSHIP BANKER
Bank of America
01.2023 - 01.2025
PARAPROFESSIONAL COMPUTER TEACHER
Salt Lake City School District
01.2022 - 12.2022
BROKER ASSISTANT/CLIENT SERVICES REP
Morgan Stanley
01.2021 - 12.2021
REAL ESTATE ANALYST (INTERNSHIP)
The Widewaters Group
01.2019 - 12.2019
Bachelor of Science - Economics
THE UNIVERSITY OF UTAH