Shanice Robinson
Overview
9
9
years of professional experience
1
1
Certification
Work History
Director of Financial Planning & Investments
Rubin Wealth Advisors
06.2025 - Current
- Responsibilities include trading, rebalancing, performance reporting, dollar-cost averaging, and ongoing client support.
- Designing and presenting personalized financial plans using tools like eMoney, Nitrogen, Income Lab, and Holistiplan.
- Managing client portfolios, including strategy execution, rebalancing, capital calls, and performance monitoring.
- Conducting investment research and assisting with the firm’s Investment Committee meetings to shape and refine our firm-wide investment models.
- Supporting business development by analyzing prospect portfolios and demonstrating the firm’s planning capabilities and value proposition.
- Tech Stack: Schwab Advisor Center, Advyzon, Income Lab, eMoney, Holistiplan, Koyfin, Nitrogen (Riskalyze), iRebal, Microsoft Office/Teams, DocuSign, SmartRIA, Nasdaq Dorsey-Wright.
Data Labelling Analyst/Expert Contributor/Expert Quality Reviewer
Snorkel AI
01.2024 - Current
- Ensure the quality and accuracy of data used to train AI and machine learning models by peer reviewing and analyzing data using various tools.
- Manually label and categorize data (images, text, audio, etc.) to create datasets that are used to train algorithms.
- Conduct quality audits, collaborate with vendors, and contribute to the development of best practices for data labeling.
- Train AI models by crafting and answering questions related to STEM & FLM fields that stump AI.
- Evaluate, rank, and improve responses generated by AI systems.
- Utilize domain expertise to assess the factuality and relevance of text produced by AI models.
Mathematics, English, Science, Competition & Exams Tutor
Accel Learning
09.2022 - Current
- Prepare students for various competitions/exams in United States- SAT, ACT, SCAT, BCA, AMC, MOEM, Math Kangaroo as well as Calculus, Statistics, Algebra and much more.
- Tutor students from elementary to high school on various aspects of Mathematics Curriculum for their grade.
Financial Operations Associate
Fundviews Capital LLC
05.2023 - 08.2023
- Conducted financial reporting for funds (reconciling transactions, calculating net asset values (NAVs), and preparing financial statements).
- Assisted in ensuring compliance with applicable regulatory requirements, such as filing necessary reports and documentation.
- Monitored and controlled fund expenses.
- Interacted with investors and provided support for inquiries related to fund transactions, statements, and account information. Also assisted with the onboarding of new investors and maintaining accurate investor records.
- Enhanced operating efficiency by streamlining processes and updating the technology platform (Wealthblock).
Mathematics & Finance Instructor
Heart Trust NTA (HCBS)
04.2021 - 12.2022
- Adapted teaching methods and instructional materials to meet students' varying needs and interests. Increased vocational pass rate of students in Mathematics by 90%.
- Prepared materials such as lesson plans and training delivery assessments plans.
- Assisted students with financial planning for future use.
Personal Banker/Investment Banking Associate
Sagicor Investments - Wealth Management & Client Services
06.2017 - 09.2020
- Provided personalized banking solutions by assessing clients’ financial needs and recommending appropriate products. Opened, monitored and reviewed/adjusted clients' accounts and handled daily cash transactions, ensuring accuracy and compliance with banking regulations and internal controls.
- Delivered tailored financial solutions to individual and high-net-worth clients by leveraging investment banking insights, enhancing portfolio performance and deepening client relationships across retail and advisory services.
Education
MBA - Finance
Mississippi College
03.2025
Bachelor of Science (B.S.) - Actuarial Science
The University of the West Indies
02.2021
Skills
- Python, Java, R, SQL, Microsoft Suite, Google Suite, Tableau, QuickBooks, Salesforce, Advyzon, Schwab Advisor Center,Income Lab
Certification
Bloomberg Marketing Concepts
Timeline
Director of Financial Planning & Investments
Rubin Wealth Advisors
06.2025 - Current
Data Labelling Analyst/Expert Contributor/Expert Quality Reviewer
Snorkel AI
01.2024 - Current
Financial Operations Associate
Fundviews Capital LLC
05.2023 - 08.2023
Mathematics, English, Science, Competition & Exams Tutor
Accel Learning
09.2022 - Current
Mathematics & Finance Instructor
Heart Trust NTA (HCBS)
04.2021 - 12.2022
Personal Banker/Investment Banking Associate
Sagicor Investments - Wealth Management & Client Services
06.2017 - 09.2020
Bachelor of Science (B.S.) - Actuarial Science
The University of the West Indies
MBA - Finance
Mississippi College