Shannel Fraser

Shannel Fraser

Financial Controller

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location of Shannel FraserWashington DC-Baltimore Area

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  • Timeline

  • About me

    ISG Fixed Income GLS Analyst at Morgan Stanley

  • Education

    • Washington College

      2020 - 2024
      Bachelor of Arts - BA Business Management | Minors: International Business, Marketing, and Finance

      Activities and Societies: American Marketing Association: Active Member, Brown Advisory Student Managed Investment Fund: Student Analyst, Libby and Douglass Cater Society of Junior Fellows: member, Talbot Mentors: Student Mentor, and National Society of Leadership and Success: member.

  • Experience

    • Washington College

      Apr 2021 - Sept 2021
      Financial Controller

      •Plans, develops, organizes, implements, and evaluates the organizations’ fiscal function and performance. •Oversees all SGA spending and accounts. •Processes club requisition forms weekly, deposit club funds, manages on-hand petty cash, oversees club spending, and performs regular audits of club accounts. •Evaluates and advises the President and Review Board on long-range planning, impact of introduction of innovative programs and services. Provides timely and accurate analyses of budgets, financial reports, and budget forecasting based on financial trends in SGA spending. •Organizes two budget and fundraising workshops per semester and oversee budget week. •Provides continual improvement of the budgeting process thorough education of SGA staff and club officers. •Submits one formal budget presentation to the student body each semester. •Meets bi-weekly with the Director of Student Engagement, weekly with business office staff, twice a semester with Washington College’s budget director, and as needed with the VP of Finance & Administration. Show less

    • Starr Center for the Study of the American Experience (at Washington College)

      Aug 2021 - Aug 2021
      Summer Intern for the Chesapeake Heartland Project
    • Washington College

      Nov 2021 - Aug 2022

      •Worked as an ambassador that engages students in affirmation dialogue, intersectionality across various identities, and increased awareness about identity through outreach and social media. • Worked with the SGA Financial Controller to negotiate the budget for the semester.• Made payments to the Panhellenic Council regarding dues and other expenses.• Presented the semester budget.• Maintained up-to-date financial records and gave a financial report to the chapter.

      • Intercultural Ambassador

        Oct 2020 - Aug 2022
      • Vice President of Finance for Alpha Chi Omega Beta Pi

        Nov 2021 - Apr 2022
    • Biggs Museum of American Art

      Jun 2022 - Aug 2022
      Marketing Intern

      •Created engaging content for multiple platforms, ensuring a consistent brand voice.•Monitored and analyzed social media performance using Hootsuite to drive strategic improvements.•Generated original social media content to maximize engagement and strengthen messaging consistency.•Edited sound and videos using basic software to enhance the impact of educational materials.

    • Brown Advisory Student-Managed Investment Fund

      Jan 2023 - May 2024
      Student Investment Analyst

      • Utilized prior investment skills by providing real-life investing experience.• Oversaw a student-managed fund exceeding $1.7 million in equities.• Responsible for researching, recommending, and executing equity trades.

    • Talbot Mentors

      Jan 2023 - Jan 2024
      Student Mentor
    • Starr Center for the Study of the American Experience (at Washington College)

      Sept 2023 - May 2024
      Marketing Communications Intern

      • Created blog content and reviewed archival documents for social media posts.• Updated and maintained the museum's website with relevant and engaging content.• Edited sound and videos using basic software to enhance the impact of educational materials.• Assisted in researching methods to expand the museum's reach to diverse and young audiences.

    • Morgan Stanley

      Jul 2024 - now
      ISG Fixed Income GLS Analyst
  • Licenses & Certifications

    • IBM Control Center V6.1 Overview

      IBM
      Apr 2023
      View certificate certificate
    • Bloomberg Market Concepts

      Bloomberg
      Sept 2023
    • Enterprise Design Thinking Practitioner

      IBM
      Oct 2021
      View certificate certificate
    • Bloomberg Environmental Social Governance

      Bloomberg
      Sept 2023
    • Group 2: Student Researchers

      CITI Program
      Jan 2022
      View certificate certificate