Sheilakai Simmons (Strickland)
Summary
Accomplished business leader and Certified Exit Planning Advisor, with close to 20 years of experience in multiple capacities within the financial industry including but not limited to; regional leadership, strategy, capital market assumption, asset allocation, and private business advisory.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Vice President Regional Planning Consultant-CEPA®
Fidelity Investments
11.2024 - Current
- Staying up to date on relevant investment management and financial planning strategies to upskill the team of 85 advisors that I am responsible for.
- Public speaking events related to the financial markets, economic cycle, and other relevant topics for clients/prospects/others.
- Cultivated strong relationships with firm leaders to enhance collaboration across the regional coaching platform.
Vice President Private Wealth Advisor CEPA®
UBS Financial
03.2021 - 11.2023
- Company Overview: Global Wealth Management Firm serving the needs of the world's most affluent individuals
- Published content for Black Enterprise, MBE Magazine, The Exit Planning Institute, etc
- Created a robust pipeline north of $2B representing Minority Owned Businesses nearing the exit planning stage of their business lifecycle
- Created an exit planning deck for external distribution for WBE and MBE owned private entities
- Participated in a recent Harvard Business School Case study pertaining to Minority Business Owners and their viable exit strategies
Vice President Wealth Management Advisor CEPA®
Fifth Third Private Bank
03.2019 - 03.2021
- Company Overview: Regional banking serving the banking and wealth management needs for high net worth individuals
- I led the execution of one of the city's two most notable minority liquidity events during the covid year of 2020 in spite of lots of major obstacles.
- We acquired the relationships of both partners of the transacting entity and engaged both internal and external resources to retain the full relationship
Vice President Client Advisor II CEPA®
Huntington National Bank
05.2018 - 07.2019
- Company Overview: National Bank Headquartered in Columbus, Ohio
- I was recruited to help further establish the private bank platform in the Cincinnati market
- I was one of two private bank advisors at the time and grew the platform to a fully built out private bank suite by the time of my departure.
Vice President Private Banker
JP Morgan Private Bank
09.2005 - 03.2018
- Company Overview: JPMC is an industry leader in all things banking from your everyday consumer to the ultra affluent
- I lead the Private Bank team in net new asset production for three recurring years
- ($20mm, $70mm, and $54mm respectively)
- I managed a team of branch managers, bankers, and compliance officers to rank in the top10% of our peer group which gained us national recognition for multiple years
- I became a trusted partner and resource both regionally and nationally across multiple lines of business
Education
Bachelor of Arts - Business Management/Finance
University of Phoenix
Tempe, AZMBA - Finance
Xavier University
11-2025
Skills
- Business Advisory-Exit Planning and Strategy
- Business Valuation
- P&L Analysis
- Project Management
- Public Speaker
- Portfolio Management
- Collaborator across internal/external entities
- Coaching and mentoring
- Performance metrics analysis
Certification
Certified Exit Planning Advisor CEPA®
Series 7 License
Series 66 License
Life Insurance, Health Insurance, Annuity, Long Term Care Insurance Licenses
Timeline
Vice President Regional Planning Consultant-CEPA®
Fidelity Investments
11.2024 - Current
Vice President Private Wealth Advisor CEPA®
UBS Financial
03.2021 - 11.2023
Vice President Wealth Management Advisor CEPA®
Fifth Third Private Bank
03.2019 - 03.2021
Vice President Client Advisor II CEPA®
Huntington National Bank
05.2018 - 07.2019
Vice President Private Banker
JP Morgan Private Bank
09.2005 - 03.2018
Bachelor of Arts - Business Management/Finance
University of Phoenix
MBA - Finance
Xavier University
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