Shane Mertz, CFA

Shane mertz, cfa

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location of Shane Mertz, CFAChicago, Illinois, United States
Phone number of Shane Mertz, CFA+91 xxxx xxxxx
Followers of Shane Mertz, CFA798 followers
  • Timeline

    Jun 2011 - Jan 2017

    Football Student-Athlete

    Northwestern University
    Apr 2014 - Jun 2014

    Intern

    DiMeo Schneider & Associates
    Current Company
    Jun 2017 - now

    Vice President

    Goldman Sachs
    Chicago, Illinois, United States
  • About me

    Vice President at Goldman Sachs

  • Education

    • Northwestern university school of professional studies

      2015 - 2016
      Specialized studies with an accounting and finance concentration

      Course work includes Corporate Finance, Managerial Accounting, Financial Accounting, Income Tax, and Intermediate Accounting I & II

    • Northwestern university - kellogg school of management

      2016 - 2017
      Russell fellows master of science in management studies

      The Kellogg Master of Science in Management Studies builds upon a liberal arts education and creates a foundation for strong business and management fundamentals. Students learn to read case studies with a critical eye, motivate a team in group projects and take intelligent risks in experiential learning opportunities. Coursework includes Marketing Management, Marketing Research, Accounting, Finance, Strategy, Business Analytics (Statistics), Operations Management, Communications for… Show more The Kellogg Master of Science in Management Studies builds upon a liberal arts education and creates a foundation for strong business and management fundamentals. Students learn to read case studies with a critical eye, motivate a team in group projects and take intelligent risks in experiential learning opportunities. Coursework includes Marketing Management, Marketing Research, Accounting, Finance, Strategy, Business Analytics (Statistics), Operations Management, Communications for Business, Negotiations and Leadership in Management Show less

    • Northwestern university

      2011 - 2015
      Bachelor of science (bs) economics
  • Experience

    • Northwestern university

      Jun 2011 - Jan 2017
      Football student-athlete

      • Demonstrate excellent communication skills in a high stress fast-paced environment as a member of the Offensive Line • Balance full-­‐time academic course load with 25+ hours a week of athletic responsibilities• Collaborate with 100+ person team, striving towards a common goal, and holding individuals accountable daily• Served as “Big Brother” mentor for younger teammates; providing guidance and resources• Utilize resiliency skills to battle back from 2 major injuries (both season ending) and still be a positive contributor• Ability to memorize and understand 15 offensive schemes and over 150 offensive plays during the course of a year• Critically analyze 210 opponent defensive schemes and communicate changes effectively in a time sensitive manner• Awarded 2012, 2013 Academic All Big-­‐Ten Honoree• Uphold coach and team standards by promoting healthy and successful relationships• Serve as a leader and resource to teammates both on and off the court; liaise between coaching staff and teammates Show less

    • Dimeo schneider & associates

      Apr 2014 - Jun 2014
      Intern

      Assisted with quarterly distribution initiative by working with analysts to draft and deliver performance due diligence on investment managers.Distributed and received quarterly RFIs (Request for Information) from FOHF (Fund of Hedge Fund) managers.

    • Goldman sachs

      Jun 2017 - now
      • Vice President

        Jan 2023 - now
      • Associate

        Jan 2021 - Jan 2023
      • Financial Analyst

        Jun 2017 - Jan 2021
  • Licenses & Certifications

    • Series 63

      Finra
      Sept 2017
    • Series 3

      Finra
      Sept 2019
    • Series 7

      Finra
      Sept 2017
    • Chartered financial analyst® (cfa) charterholder

      Cfa institute
      Aug 2021
      View certificate certificate
  • Volunteer Experience

    • Marketing Committee Member

      Issued by Autism Speaks on Jun 2012
      Autism SpeaksAssociated with Shane Mertz, CFA