Simon Sharples

Simon Sharples

Business Development Specialist

Followers of Simon Sharples1000 followers
location of Simon SharplesSeattle, Washington, United States

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  • Timeline

  • About me

    Investment Group President || Finance & Accounting Seattle University

  • Education

    • Seattle University

      2022 - 2025
      Bachelor's degree Finance and Accounting

      Activities and Societies: Albers Investment Group President Undergraduate Leadership Member

  • Experience

    • BITO

      Jul 2017 - Jul 2022
      Business Development Specialist
    • Bogus Basin Mountain Resort

      Nov 2019 - Apr 2020
      Chair rider

      •Assisted younger riders onto chairlifts during lessons •Assisted with ski school instruction •Maintained safe environment for students

    • Flatbread Neapolitan Pizzeria

      Jul 2020 - Jan 2021
      Host

      Created 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 2022
      Sales Specialist

      Built 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 2024
      • Executive Secretary

        Sept 2022 - Jun 2023
    • Taylor Law Offices, PLLC

      Jun 2023 - Aug 2023
      Intern

      • 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 - now
      Head 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 2024
      Finance Research Assistant

      Project 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 - now
      Equity Research Analyst

      Forecast 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 2024
      Summer Analyst
    • Seattle University

      Jul 2024 - now
      New Student Mentor
  • Licenses & Certifications

    • JPMorgan Chase - Global Private Bank Job Simulation

      Forage
      Feb 2024
      View certificate certificate
    • Buy-side Stock Analysis

      Wall Street Prep
      Feb 2023
    • Intro to Fixed Income Trading & Bonds

      Wall Street Prep
    • Microsoft Office Specialist: Excel Certification

      Certiport - A Pearson VUE Business
      May 2024
      View certificate certificate
  • Honors & Awards

    • Awarded to Simon Sharples
      Deans list Seattle University Apr 2023