
Simon Sharples
Business Development Specialist

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About me
Investment Group President || Finance & Accounting Seattle University
Education

Seattle University
2022 - 2025Bachelor's degree Finance and AccountingActivities and Societies: Albers Investment Group President Undergraduate Leadership Member
Experience

BITO
Jul 2017 - Jul 2022Business Development Specialist
Bogus Basin Mountain Resort
Nov 2019 - Apr 2020Chair rider•Assisted younger riders onto chairlifts during lessons •Assisted with ski school instruction •Maintained safe environment for students

Flatbread Neapolitan Pizzeria
Jul 2020 - Jan 2021HostCreated returning customers by using social skills to enhance customer experience. Practiced time management skills working in a fast paced and demanding environment.Practiced problem solving skills working in high pressure environment.

REI
Jul 2021 - Jul 2022Sales SpecialistBuilt a “book of business” by creating returning clientele. Consistently exceeded sales goals. Assisted co workers in creating successful sales techniques and people skills. Used product knowledge to effectively market items to customers.

Albers Investment Group
Sept 2022 - Oct 2024• Actively manage a $50,000 portfolio by researching industry and macrotrends, monitoring current events, andbuilding basic valuation models to evaluate potential portfolio positions• Perform thorough company research, assess financial statements, and apply accounting principles to evaluateopportunities and risks associated with investments to maximize portfolio growth• Lead the expansion of the group network by hosting speakers, coordinating events, organizing company tours,and implementing a CRM for streamlined collaboration between board members in expanding group network Show less
President
Jun 2023 - Oct 2024Executive Secretary
Sept 2022 - Jun 2023

Taylor Law Offices, PLLC
Jun 2023 - Aug 2023Intern• Drove lead generation efforts for estate and litigation clients by creating a new CRM/scorecard for the office,assisting in pipeline management, and crafting effective cold call scripts for attorneys and paralegals• Assisted in the development of Asset-Based and Liquidation Valuation models to support small business salesinitiatives, instilling a sense of security and confidence in clients pricing decisions• Supported estate planning services through collaborative efforts with legal professionals, ensuring precision indocumentation and seamless client goal execution Show less

BioLegacy
Aug 2023 - nowHead of Business Development•Leveraged skills with accounting principles to craft core financial statements, garnering significant interest from angel investors and several national business competition judges •Support the management of $2 million in non-diluted funding through strategic capital reinvestment and allocation planning, contributing to the company's successful achievement of financial objectives•Supported the development and delivery of 5-year financial projection models, informational packets, and elevator pitches for national business competitions hosted at Baylor and The University of Washington•Built a scorecard to track prospecting efforts for investors and affluent individuals interested in equity Show less

Seattle University
Sept 2023 - May 2024Finance Research AssistantProject primarily involves developing a large corpus of earnings calls and analyzing the language used within them. We aim to better understand how good and bad news is presented to shareholders to influence investment decisions.

Seattle University Redhawk Fund
Jun 2024 - nowEquity Research AnalystForecast core financial statements to conduct DCF analysis Conduct relative valuations for portfolio positions Present financial models and projections to stakeholders in the fund

CJG Ventures
Jun 2024 - Sept 2024Summer Analyst
Seattle University
Jul 2024 - nowNew Student Mentor
Licenses & Certifications
- View certificate

JPMorgan Chase - Global Private Bank Job Simulation
ForageFeb 2024 
Buy-side Stock Analysis
Wall Street PrepFeb 2023
Intro to Fixed Income Trading & Bonds
Wall Street Prep- View certificate

Microsoft Office Specialist: Excel Certification
Certiport - A Pearson VUE BusinessMay 2024
Honors & Awards
- Awarded to Simon SharplesDeans list Seattle University Apr 2023
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