SHAE AMERSON
Atlanta,GA
Summary
Results-driven Trade Manager with extensive knowledge of industry and area best practices for achieving maximum results. Spearheads successful continuous improvement efforts by utilizing data-driven, market-savvy approaches. Adept in overseeing accounting processes, managing logistics, and fostering strong customer relationships.
Overview
23
23
years of professional experience
Work History
Manager of Trading
Bison Holdings, LLC
2023.11 - Current
- Delivered high-quality trade execution services, ensuring timely transactions with minimal errors or delays.
- Collaborated with cross-functional teams to develop comprehensive market analysis tools.
- Developed strong relationships with clients, providing personalized service and ensuring satisfaction.
- Proactively identified areas for improvement in organizational processes, proposing solutions to enhance overall efficiency.
Director, Investment Reporting
Berman Capital Advisors | Cresset
2012.04 - 2022.09
- Communicated current market strategies and portfolio updates to ultra-high net worth clients
- Acted as a liaison between end clients and the company’s investment decision-makers
- Created and distributed quarterly reports to individual clients and investment groups to show current investments and performance vs. index returns
- Processed company wide billing and debiting of custodial accounts
- Managed a team of 4 analysts who focused on the reporting of custodial accounts and alternative investments in the reporting platform
Vice President of Operations
Aurora Investment Counsel
2007.04 - 2012.04
- Traded multiple asset classes (equity and fixed income) ensuring best execution for clients
- Work with portfolio manager and marketing director on investment due diligence and risk strategies for best performance outcome
- Directly dealt with several custodial banks to ensure accounts are reconciled and perform cash maintenance to guarantee compliance obligations
- Key point person for all client advisory debits and quarterly report distribution
Portfolio Model Trader
SunTrust Banks Inc
2001.12 - 2007.04
- Communicated market developments, portfolio changes and annual performance information to clients
- Developed rebalancing strategies to minimize risk exposures
- Developed and presented proposals for new investments
Trading Assistant
Trusco Capital Management, SunTrust Banks Inc
2001.12 - 2006.03
- Responsible for providing settlement and operational support to equity and fixed income traders
- Appointed head contact for trading department on conversion team for new accounting system (SEI)
- Investment model creation and execution of trading models around investment direction of senior management
- Engagement with senior traders to ensure client profitability
- Responsible for providing analytical support to portfolio management by completing investment related tasks
Education
Bachelor of Business Administration - Marketing
Clayton College and State University
Morrow, GA2001
Skills
- Service-Oriented
- Investment Performance Reporting
- Attention to Detail
- Analytical Thinking
- Investment Analysis
- Order Management
- Equity Trading
- Fixed Income Trading
- Portfolio Management
Additional Information
- EXTRACURRICULAR ACTIVITIES , Recipient of a full scholarship in women’s basketball to Clayton State University, Captain of basketball team, Coach’s award senior year and record holder. Volunteer for Habitat for Humanity, CHOA, Agape and other organizations.
Timeline
Manager of Trading
Bison Holdings, LLC
2023.11 - Current
Director, Investment Reporting
Berman Capital Advisors | Cresset
2012.04 - 2022.09
Vice President of Operations
Aurora Investment Counsel
2007.04 - 2012.04
Portfolio Model Trader
SunTrust Banks Inc
2001.12 - 2007.04
Trading Assistant
Trusco Capital Management, SunTrust Banks Inc
2001.12 - 2006.03
Bachelor of Business Administration - Marketing
Clayton College and State University
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