
Donley Stapleton
Proprietor

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About me
Investment Analyst at Summit Asset Management | MSc Finance (Distinction) | CFA Level 1 Candidate
Education

The University of the West Indies Cave Hill Campus
2018 - 2020Bsc. Banking and Finance Finance, (specialization)Activities and Societies: VINSA Treasurer , Music Society Vice President

The University of the West Indies
2021 - 2023Master of Science - MS Finance, General DistinctionActivities and Societies: CFA Research Challenge 2023 | CFA Institute Atlantic Islands Research Challange Winner 2023 | Best Male Presenter CFA Atlantic Islands Research Challenge 2023 An intense two year academic and practical course of study in the areas of Financial Econometrics, Equity and Fixed income Securities, Derivatives, Corporate Finance, Quantitative Methods and Asset Pricing
Experience

Jabez Transport St.Vincent
Jan 2017 - Apr 2023Proprietor
East Caribbean Group of Companies
Jun 2017 - Jan 2018Relief Cashier
Jul 2017 - Jan 2018Store Clerk
Jun 2017 - Jan 2018

EY
Jun 2021 - Aug 2021Audit Intern
The University of the West Indies
Aug 2021 - Jun 2023Resident Assistant
EY
Sept 2022 - Jun 2023Audit Staff
Summit Asset Management Limited
Jun 2023 - nowInvestment Analyst
Licenses & Certifications
- View certificate

CFA Program Level I
CFA InstituteJan 2025 - View certificate

Cousera - Forensic Accounting and Fraud Examination
West Virginia UniversityAug 2020 - View certificate

Bloomberg Market Concepts Certification
Bloomberg LPFeb 2022 - View certificate

Finance Accelerator
AmplifyMEAug 2024 - View certificate

Cousera- Global Financial Markets and Instruments
Rice University - Susanne M. Glasscock School of Continuing StudiesAug 2020
Honors & Awards
- Awarded to Donley StapletonCIBC FirstCaribbean International Bank Scholarship CIBC FirstCaribbean International Bank Mar 2020
- Awarded to Donley StapletonRoland Craigwell Finance Award University of the West Indies Cave Hill Campus Jan 2020 The highest aggregate marks in Level II of theBSc. Banking and Finance programme
- Awarded to Donley StapletonDeans List Awardee University of the West Indies Cave Hill Apr 2019
- Awarded to Donley StapletonCertificate of Completion in Financial Literacy u 2019
- Awarded to Donley StapletonNational Exhibition Scholarship Award Government of St. Vincent & the Grenadines Oct 2017
- Awarded to Donley StapletonBank of St.Vincent and the Grenadines Scholarship Bank of St Vincent Jan 2017
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